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 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-100- 2.86% |
$10K - $10.1K
|
3.4K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.67K+ 15.94% |
$268K - $269K
|
19.4K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.68K- 20.93% |
$269K - $270K
|
10.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-4.51K- 7.63% |
$452K - $454K
|
54.6K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.83KNew |
$984K - $989K
|
9.83K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.18% |
$2.6K - $2.62K
|
2.23K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-597- 21.51% |
$59.8K - $60.1K
|
2.18K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.5K+ 9.69% |
$8.26M - $8.31M
|
934K
$93.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.2K+ 53.61% |
$4.83M - $4.86M
|
138K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
26.6K+ 983.41% |
$2.66M - $2.67M
|
29.3K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.35K+ 110.84% |
$937K - $942K
|
17.8K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20.9K- 8.13% |
$2.09M - $2.11M
|
236K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
14.8K+ 35.78% |
$1.48M - $1.49M
|
56K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
116K+ 3001.55% |
$11.6M - $11.7M
|
120K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24K- 7.89% |
$2.41M - $2.42M
|
280K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27.5K+ 23.72% |
$2.76M - $2.77M
|
144K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
213K+ 58.7% |
$21.4M - $21.5M
|
577K
$57.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.99K- 24.91% |
$199K - $200K
|
5.99K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-64- 0.45% |
$6.41K - $6.44K
|
14.2K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.89K+ 287.89% |
$891K - $896K
|
12K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
108K+ 28.89% |
$10.8M - $10.8M
|
480K
$48.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 11.93% |
$4.24M - $4.27M
|
313K
$31.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
582+ 7.11% |
$58.3K - $58.6K
|
8.77K
$881K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.16K+ 17.96% |
$717K - $721K
|
47K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
428K+ 36.24% |
$42.9M - $43.1M
|
1.61M
$162M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12.3KNew |
$1.23M - $1.24M
|
12.3K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
49.3K+ 96.19% |
$4.94M - $4.96M
|
101K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 36.41% |
$442K - $445K
|
16.5K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97.3K+ 82.17% |
$9.74M - $9.79M
|
216K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33KNew |
$3.3M - $3.32M
|
33K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17K- 3.46% |
$1.71M - $1.72M
|
476K
$47.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25.2K+ 215.39% |
$2.53M - $2.54M
|
36.9K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-120K- 60.41% |
$12M - $12.1M
|
78.7K
$7.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16.3K- 11.14% |
$1.63M - $1.64M
|
130K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.18K- 4.68% |
$318K - $320K
|
64.7K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-74- 2.0% |
$7.41K - $7.45K
|
3.63K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.14MNew |
$214M - $215M
|
2.14M
$215M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-72- 2.08% |
$7.21K - $7.25K
|
3.39K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-885- 2.23% |
$88.6K - $89.1K
|
38.8K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-279- 6.49% |
$27.9K - $28.1K
|
4.02K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
64.9KNew |
$6.5M - $6.53M
|
64.9K
$6.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.18K+ 3.54% |
$218K - $219K
|
63.6K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13.4K- 76.55% |
$1.34M - $1.35M
|
4.1K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83.5K+ 527.0% |
$8.37M - $8.41M
|
99.4K
$9.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Bml Capital Management, LLC
Zionsville, IN |
SELL
|
- |
-10K- 3.7% |
$1M - $1.01M
|
260K
$26.1M
|