A detailed history of Private Advisory Group LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Private Advisory Group LLC holds 287,826 shares of SGOV stock, worth $28.9 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
287,826
Previous 169,744 69.56%
Holding current value
$28.9 Million
Previous $17.1 Million 69.59%
% of portfolio
2.51%
Previous 1.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$100.37 - $100.74 $11.9 Million - $11.9 Million
118,082 Added 69.56%
287,826 $29 Million
Q2 2025

Aug 07, 2025

BUY
$100.35 - $100.71 $12.3 Million - $12.3 Million
122,447 Added 258.89%
169,744 $17.1 Million
Q1 2025

May 08, 2025

SELL
$100.34 - $100.68 $2.31 Million - $2.32 Million
-23,026 Reduced 32.74%
47,297 $4.76 Million
Q4 2024

Feb 14, 2025

BUY
$100.16 - $100.7 $4.95 Million - $4.98 Million
49,457 Added 237.02%
70,323 $7.05 Million
Q3 2024

Oct 09, 2024

BUY
$100.3 - $100.74 $2.09 Million - $2.1 Million
20,866 New
20,866 $2.1 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Private Advisory Group LLC Portfolio

Follow Private Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.