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 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.8KNew |
$2.39M - $2.4M
|
23.8K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-53- 10.13% |
$5.32K - $5.34K
|
470
$47.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
183+ 3.46% |
$18.4K - $18.4K
|
5.47K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-254K- 52.12% |
$25.5M - $25.6M
|
234K
$23.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$5.02K - $5.04K
|
50
$5.03K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-669- 7.64% |
$67.1K - $67.4K
|
8.09K
$813K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
19.5K+ 4.17% |
$1.96M - $1.97M
|
488K
$49.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2K+ 502.15% |
$1.13M - $1.13M
|
13.4K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
184K+ 47.93% |
$18.5M - $18.6M
|
569K
$57.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-25.1K- 31.24% |
$2.52M - $2.53M
|
55.3K
$5.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
53+ 1.32% |
$5.32K - $5.34K
|
4.06K
$408K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
5+ 0.02% |
$502 - $504
|
21.2K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
254+ 3.53% |
$25.5K - $25.6K
|
7.46K
$749K
|
|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
375KNew |
$37.7M - $37.8M
|
375K
$37.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
144KNew |
$14.4M - $14.5M
|
144K
$14.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-2.43K- 10.98% |
$244K - $245K
|
19.7K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
352+ 6.1% |
$35.3K - $35.5K
|
6.12K
$615K
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-885- 10.81% |
$88.8K - $89.1K
|
7.3K
$734K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.99KNew |
$601K - $603K
|
5.99K
$602K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.31K- 24.25% |
$332K - $333K
|
10.3K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
686+ 24.04% |
$68.9K - $69.1K
|
3.54K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.29KNew |
$330K - $331K
|
3.29K
$331K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-85.5K- 22.52% |
$8.58M - $8.61M
|
294K
$29.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-321Closed |
$32.2K - $32.3K
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-36.6K- 17.29% |
$3.68M - $3.69M
|
175K
$17.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
39.4K+ 89.52% |
$3.95M - $3.97M
|
83.4K
$8.38M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.94K+ 107.72% |
$295K - $296K
|
5.68K
$571K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1.24K+ 4.32% |
$125K - $125K
|
30K
$3.01M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.57K- 39.55% |
$660K - $662K
|
10.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
43.6K+ 73.51% |
$4.38M - $4.4M
|
103K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-28.6K- 18.43% |
$2.87M - $2.88M
|
126K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.35K- 5.82% |
$437K - $438K
|
70.5K
$7.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-1.3K- 12.17% |
$131K - $131K
|
9.41K
$946K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
246K+ 13.06% |
$24.6M - $24.7M
|
2.13M
$214M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.87KNew |
$288K - $289K
|
2.87K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.3K+ 29.68% |
$1.24M - $1.24M
|
53.9K
$5.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-445- 44.28% |
$44.7K - $44.8K
|
560
$56.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
3.48KNew |
$349K - $350K
|
3.48K
$349K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-96- 0.98% |
$9.64K - $9.67K
|
9.67K
$972K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-34.2K- 10.76% |
$3.43M - $3.44M
|
283K
$28.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-298- 36.88% |
$29.9K - $30K
|
510
$51.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.5K+ 120.32% |
$1.45M - $1.46M
|
26.5K
$2.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.79KNew |
$380K - $381K
|
3.79K
$381K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.69K+ 75.58% |
$170K - $170K
|
3.93K
$395K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
76.9K+ 90.95% |
$7.72M - $7.75M
|
161K
$16.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4.07K+ 113.22% |
$408K - $410K
|
7.66K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 27.53% |
$103K - $104K
|
2.71K
$272K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.59K+ 7.55% |
$862K - $865K
|
122K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18.1K- 32.09% |
$1.81M - $1.82M
|
38.2K
$3.84M
|
|