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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
329+ 2.16% |
$33K - $33.1K
|
15.6K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
601+ 6.36% |
$60.3K - $60.5K
|
10.1K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-146- 0.07% |
$14.7K - $14.7K
|
214K
$21.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.28K- 2.0% |
$530K - $531K
|
259K
$26.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.94K- 25.52% |
$697K - $699K
|
20.3K
$2.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11.6K+ 13.63% |
$1.16M - $1.17M
|
96.6K
$9.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 17.65% |
$151K - $151K
|
10K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46.5K+ 6.3% |
$4.66M - $4.68M
|
784K
$78.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.55K+ 1.73% |
$156K - $156K
|
90.9K
$9.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-7.04K- 47.38% |
$706K - $709K
|
7.82K
$786K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
355+ 5.78% |
$35.6K - $35.8K
|
6.5K
$653K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8.82K+ 4.88% |
$885K - $888K
|
189K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
439K+ 1074.7% |
$44.1M - $44.3M
|
480K
$48.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
171K+ 88.01% |
$17.2M - $17.3M
|
366K
$36.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-55- 5.8% |
$5.52K - $5.54K
|
893
$89.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 1.06% |
$362K - $363K
|
344K
$34.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
320+ 4.45% |
$32.1K - $32.2K
|
7.5K
$754K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-24.9K- 30.24% |
$2.5M - $2.51M
|
57.4K
$5.77M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-265- 9.84% |
$26.6K - $26.7K
|
2.43K
$244K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19.8K- 22.69% |
$1.98M - $1.99M
|
67.3K
$6.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
18.9KNew |
$1.89M - $1.9M
|
18.9K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
37.2K+ 12.61% |
$3.74M - $3.75M
|
333K
$33.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.97K- 18.25% |
$198K - $199K
|
8.84K
$888K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 11.71% |
$122K - $122K
|
9.14K
$918K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-7.9K- 10.08% |
$793K - $796K
|
70.5K
$7.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-17.4K- 64.39% |
$1.75M - $1.75M
|
9.63K
$968K
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-8.38K- 22.65% |
$841K - $844K
|
28.6K
$2.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-61.8K- 9.11% |
$6.2M - $6.22M
|
616K
$62M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
46+ 0.34% |
$4.62K - $4.63K
|
13.8K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 3.3% |
$233K - $234K
|
72.7K
$7.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.29KNew |
$330K - $331K
|
3.29K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
203KNew |
$20.4M - $20.5M
|
203K
$20.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.91K+ 1.33% |
$191K - $192K
|
145K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 0.9% |
$1.81K - $1.81K
|
2.03K
$204K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-635- 19.16% |
$63.7K - $64K
|
2.68K
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.53% |
$11.9K - $12K
|
4.58K
$461K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102New |
$10.2K - $10.3K
|
102
$10.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.5K+ 30.99% |
$753K - $756K
|
31.7K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
SELL
|
- |
-9.06K- 71.62% |
$909K - $912K
|
3.59K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-891- 4.95% |
$89.4K - $89.7K
|
17.1K
$1.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-443- 3.97% |
$44.5K - $44.6K
|
10.7K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.62K+ 125.94% |
$765K - $768K
|
13.7K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-65- 1.87% |
$6.52K - $6.55K
|
3.42K
$344K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
237K+ 155.8% |
$23.8M - $23.9M
|
389K
$39.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
832+ 39.58% |
$83.5K - $83.8K
|
2.93K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.43K+ 30.32% |
$645K - $647K
|
27.6K
$2.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.93KNew |
$897K - $900K
|
8.93K
$898K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
725+ 21.27% |
$72.8K - $73K
|
4.13K
$416K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.6K+ 80.0% |
$161K - $161K
|
3.6K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-34.9K- 74.04% |
$3.51M - $3.52M
|
12.2K
$1.23M
|
|