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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
4.32KNew |
$433K - $435K
|
4.32K
$434K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.53K- 44.08% |
$454K - $456K
|
5.74K
$577K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.64K+ 148.13% |
$666K - $669K
|
11.1K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-125- 2.66% |
$12.5K - $12.6K
|
4.57K
$459K
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 13.28% |
$220K - $221K
|
18.7K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 51.21% |
$2.83M - $2.84M
|
26.9K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-171K- 15.17% |
$17.2M - $17.2M
|
958K
$96.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28.1K- 28.71% |
$2.82M - $2.83M
|
69.8K
$7.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-246- 3.71% |
$24.7K - $24.8K
|
6.39K
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.3K+ 528.38% |
$1.23M - $1.24M
|
14.6K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.5K- 15.48% |
$251K - $252K
|
13.7K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.77K+ 37.63% |
$378K - $380K
|
13.8K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
SELL
|
- |
-66- 3.73% |
$6.62K - $6.65K
|
1.7K
$171K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
10.6K+ 40.12% |
$1.06M - $1.06M
|
36.9K
$3.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.09KNew |
$410K - $412K
|
4.09K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.07K+ 13.27% |
$308K - $309K
|
26.2K
$2.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
90.3KNew |
$9.06M - $9.1M
|
90.3K
$9.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
27.3K+ 5.75% |
$2.74M - $2.75M
|
502K
$50.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.41K- 43.94% |
$744K - $746K
|
9.45K
$950K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.9K- 13.71% |
$1.19M - $1.19M
|
74.6K
$7.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7.33K+ 375.13% |
$736K - $738K
|
9.28K
$933K
|
|
|
Nov 06, 2025
Q3 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-1.75K- 3.21% |
$176K - $176K
|
52.7K
$5.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 2.87% |
$116K - $116K
|
41.2K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
76.2K+ 32.59% |
$7.65M - $7.68M
|
310K
$31.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.8K+ 27.01% |
$2.28M - $2.29M
|
107K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.29K- 24.75% |
$932K - $936K
|
28.2K
$2.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.9KNew |
$291K - $292K
|
2.9K
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 25.58% |
$1.1M - $1.1M
|
31.8K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
31.1KNew |
$3.12M - $3.13M
|
31.1K
$3.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
727+ 7.14% |
$73K - $73.2K
|
10.9K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.19K- 14.37% |
$621K - $623K
|
36.9K
$3.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 6.44% |
$295K - $296K
|
48.5K
$4.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22.9K+ 5736.09% |
$2.3M - $2.31M
|
23.3K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
29K+ 10.61% |
$2.92M - $2.93M
|
303K
$30.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.5K- 47.69% |
$2.97M - $2.98M
|
32.4K
$3.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.8K+ 29.94% |
$2.99M - $3M
|
129K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.7KNew |
$371K - $373K
|
3.7K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26.4K+ 15.66% |
$2.65M - $2.66M
|
195K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-16.1K- 69.09% |
$1.61M - $1.62M
|
7.18K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-50- 0.9% |
$5.02K - $5.04K
|
5.53K
$555K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-3.35K- 5.71% |
$336K - $338K
|
55.3K
$5.56M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 2.12% |
$1.4M - $1.4M
|
672K
$67.6M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.39K+ 17.24% |
$440K - $442K
|
29.8K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
40+ 0.04% |
$4.01K - $4.03K
|
112K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-10.3K- 7.22% |
$1.04M - $1.04M
|
133K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 3.03% |
$10K - $10.1K
|
3.2K
$322K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.46KNew |
$246K - $247K
|
2.46K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-16K- 7.13% |
$1.61M - $1.61M
|
209K
$21M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.5K+ 120.31% |
$1.36M - $1.36M
|
24.8K
$2.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
113K+ 17.96% |
$11.3M - $11.4M
|
742K
$74.6M
|
|