Fortis Group Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 86,416 shares of SGOV stock, worth $8.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

86,416

Previous 94,940 8.98%

Holding current value

$8.7 Million

Previous $9.56 Billion 9.34%

% of portfolio

1.61%

Previous 1.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$100.16 - $100.7 $853,763 - $858,366	-8,524 Reduced 8.98%	86,416 $8.67 Billion
Q3 2024 Oct 21, 2024	SELL	$100.3 - $100.74 $84,151 - $84,520	-839 Reduced 0.88%	94,940 $9.56 Billion
Q2 2024 Jul 30, 2024	SELL	$100.29 - $100.75 $432,249 - $434,232	-4,310 Reduced 4.31%	95,779 $9.65 Billion
Q1 2024 Apr 30, 2024	SELL	$100.29 - $100.71 $5.69 Million - $5.71 Million	-56,741 Reduced 36.18%	100,089 $10.1 Billion
Q3 2023 Dec 01, 2023	SELL	$100.2 - $100.67 $1.12 Million - $1.13 Million	-11,214 Reduced 6.67%	156,830 $15.8 Billion
Q2 2023 Jul 18, 2023	BUY	$100.18 - $100.63 $659,384 - $662,346	6,582 Added 4.08%	168,044 $16.9 Billion
Q1 2023 May 26, 2023	BUY	$100.08 - $100.58 $16.2 Million - $16.2 Million	161,462 New	161,462 $16.2 Billion

Others Institutions Holding SGOV

# of Institutions

745

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Fortis Group Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History