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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
393+ 2.76% |
$39.4K - $39.6K
|
14.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-34.2K- 14.1% |
$3.42M - $3.44M
|
208K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 6.87% |
$259K - $260K
|
40.1K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.15K- 5.42% |
$115K - $116K
|
20.1K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
110K+ 35.6% |
$11M - $11.1M
|
419K
$42.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$738K - $742K
|
7.37K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 34.98% |
$104K - $104K
|
3.99K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56.4KNew |
$5.65M - $5.68M
|
56.4K
$5.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-15.5K- 18.95% |
$1.55M - $1.56M
|
66.4K
$6.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32.5K+ 11.39% |
$3.25M - $3.27M
|
317K
$32M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-25.6K- 36.07% |
$2.57M - $2.58M
|
45.4K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.7K- 6.73% |
$2.77M - $2.79M
|
384K
$38.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-76.1K- 4.16% |
$7.62M - $7.66M
|
1.75M
$176M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
13+ 0.14% |
$1.3K - $1.31K
|
9.16K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 8.03% |
$1.45M - $1.45M
|
165K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-307- 5.59% |
$30.7K - $30.9K
|
5.19K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.52K- 8.98% |
$854K - $858K
|
86.4K
$8.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 1.75% |
$269K - $271K
|
156K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 2.85% |
$21.6K - $21.8K
|
7.8K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.7K- 12.49% |
$170K - $171K
|
11.9K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.63K+ 4.9% |
$664K - $668K
|
142K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 1.37% |
$18.4K - $18.5K
|
13.6K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
182KNew |
$18.3M - $18.4M
|
182K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 4.1% |
$742K - $746K
|
188K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
148+ 1.16% |
$14.8K - $14.9K
|
12.9K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.5K+ 167.31% |
$1.45M - $1.46M
|
23.2K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
463+ 12.34% |
$46.4K - $46.6K
|
4.22K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.02K+ 78.87% |
$703K - $707K
|
15.9K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 0.63% |
$48K - $48.2K
|
76.7K
$7.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 1.65% |
$601 - $604
|
370
$37.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
310K+ 128.51% |
$31.1M - $31.2M
|
551K
$55.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.2K+ 21.15% |
$1.22M - $1.22M
|
69.7K
$7.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-18.8K- 54.0% |
$1.89M - $1.9M
|
16K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.03% |
$401 - $403
|
14.3K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.65K+ 9.5% |
$866K - $871K
|
99.7K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 46.3% |
$125K - $126K
|
3.95K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
887+ 0.9% |
$88.8K - $89.3K
|
99.6K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 303.8% |
$4.43M - $4.46M
|
58.8K
$5.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 8.45% |
$1.79M - $1.8M
|
229K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.01M- 98.82% |
$302M - $303M
|
35.9K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.23K+ 24.63% |
$825K - $829K
|
41.7K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.77K+ 6.57% |
$578K - $581K
|
93.6K
$9.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.81% |
$5.01K - $5.04K
|
2.71K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
10.8K+ 11.58% |
$1.08M - $1.09M
|
104K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
187+ 0.35% |
$18.7K - $18.8K
|
53.3K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
46+ 1.62% |
$4.61K - $4.63K
|
2.88K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$147K - $148K
|
10.1K
$1.01M
|