Latest Institutional Transactions on Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information on the latest institutional transactions involving Ishares Trishares 0 3 Mnth Tre (SGOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 1.05% |
$196K - $197K
|
189K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.78K+ 3.12% |
$279K - $280K
|
92K
$9.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
17.4KNew |
$1.75M - $1.75M
|
17.4K
$1.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.33K+ 51.53% |
$735K - $738K
|
21.6K
$2.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
241+ 4.16% |
$24.2K - $24.3K
|
6.03K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.82K- 22.64% |
$383K - $384K
|
13K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 0.73% |
$15.8K - $15.8K
|
21.6K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-736- 5.72% |
$73.9K - $74.1K
|
12.1K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
4.27KNew |
$429K - $430K
|
4.27K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.66KNew |
$568K - $570K
|
5.66K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
211KNew |
$21.2M - $21.2M
|
211K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
73.6K+ 153.45% |
$7.38M - $7.41M
|
122K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.33KNew |
$234K - $235K
|
2.33K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22.1K- 8.81% |
$2.22M - $2.23M
|
229K
$23M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.7KNew |
$8.5M - $8.53M
|
84.7K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.48K+ 22.68% |
$450K - $451K
|
24.3K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$663K - $665K
|
6.61K
$664K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.66K- 30.95% |
$167K - $168K
|
3.71K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 11.63% |
$1.61M - $1.62M
|
154K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10.6KNew |
$1.07M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.73K+ 4.75% |
$475K - $477K
|
104K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
8.16K+ 12.29% |
$819K - $822K
|
74.6K
$7.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 269.89% |
$10.5M - $10.6M
|
144K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.61K- 22.7% |
$362K - $364K
|
12.3K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.33% |
$297K - $298K
|
901K
$90.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.83KNew |
$485K - $486K
|
4.83K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 215.17% |
$2.57M - $2.58M
|
37.5K
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9K+ 23.35% |
$1.9M - $1.9M
|
99.9K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.94K+ 31.86% |
$395K - $396K
|
16.3K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.86KNew |
$789K - $791K
|
7.86K
$790K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
842+ 17.0% |
$84.5K - $84.8K
|
5.8K
$583K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
27.7K+ 38.98% |
$2.78M - $2.79M
|
98.8K
$9.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.46K+ 28.7% |
$949K - $953K
|
42.4K
$4.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 176.85% |
$1.34M - $1.35M
|
20.9K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$2.08M - $2.08M
|
20.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
7.41K+ 67.94% |
$744K - $746K
|
18.3K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.01% |
$803 - $805
|
799
$80.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-280K- 38.79% |
$28.1M - $28.2M
|
442K
$44.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.35K- 39.23% |
$236K - $236K
|
3.64K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.17% |
$401 - $403
|
2.36K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 5.07% |
$1.05M - $1.06M
|
218K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.05KNew |
$507K - $509K
|
5.05K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.2K+ 12.71% |
$1.12M - $1.13M
|
99.3K
$9.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 39.68% |
$10K - $10.1K
|
152
$15.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-15.1K- 17.18% |
$1.51M - $1.52M
|
72.7K
$7.31M
|