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 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.64K+ 47.15% |
$867K - $870K
|
27K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-170- 1.59% |
$17.1K - $17.1K
|
10.6K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.54K+ 0.81% |
$255K - $256K
|
315K
$31.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.23K+ 11.44% |
$124K - $124K
|
12K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
40.9KNew |
$4.1M - $4.12M
|
40.9K
$4.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-2.5K- 2.51% |
$251K - $252K
|
96.9K
$9.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.28K- 48.15% |
$229K - $230K
|
2.46K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
199+ 2.71% |
$20K - $20K
|
7.54K
$758K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
129+ 860.0% |
$12.9K - $13K
|
144
$14.5K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.82K- 31.59% |
$986K - $989K
|
21.3K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-132- 72.53% |
$13.2K - $13.3K
|
50
$5.03K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.03K- 16.2% |
$706K - $709K
|
36.4K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-125- 56.31% |
$12.5K - $12.6K
|
97
$9.75K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10+ 0.17% |
$1K - $1.01K
|
5.87K
$590K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-6.41K- 34.99% |
$643K - $646K
|
11.9K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.85KNew |
$286K - $288K
|
2.85K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.55K+ 20.73% |
$557K - $559K
|
32.3K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-10.3K- 34.58% |
$1.03M - $1.04M
|
19.5K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-823- 10.84% |
$82.6K - $82.9K
|
6.77K
$680K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.5K- 12.94% |
$4.86M - $4.88M
|
326K
$32.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.35K- 11.48% |
$236K - $237K
|
18.1K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
109K+ 37.22% |
$11M - $11M
|
402K
$40.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-12.2K- 8.68% |
$1.23M - $1.23M
|
128K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.42K- 7.95% |
$143K - $143K
|
16.5K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
108K+ 1950.07% |
$10.9M - $10.9M
|
114K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-102- 2.8% |
$10.2K - $10.3K
|
3.54K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-9.69K- 11.54% |
$972K - $976K
|
74.2K
$7.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.93K+ 33.32% |
$996K - $1M
|
39.7K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
975+ 11.27% |
$97.9K - $98.2K
|
9.63K
$968K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 5.39% |
$99.9K - $100K
|
17.5K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
139K+ 16.03% |
$14M - $14.1M
|
1.01M
$101M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.54K- 17.61% |
$155K - $156K
|
7.23K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.89K+ 18.09% |
$390K - $392K
|
25.4K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-85- 1.73% |
$8.53K - $8.56K
|
4.82K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
SELL
|
- |
-34.1K- 6.2% |
$3.43M - $3.44M
|
517K
$51.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
360+ 1241.38% |
$36.1K - $36.3K
|
389
$39.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
13.3K+ 8.99% |
$1.34M - $1.34M
|
161K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-19.1K- 37.58% |
$1.92M - $1.93M
|
31.8K
$3.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
720+ 34.42% |
$72.3K - $72.5K
|
2.81K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
6.79K+ 1.31% |
$681K - $684K
|
525K
$52.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7K+ 218.51% |
$1.08M - $1.08M
|
15.7K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6- 0.14% |
$602 - $604
|
4.21K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.33K- 2.71% |
$133K - $134K
|
47.7K
$4.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.81KNew |
$181K - $182K
|
1.81K
$181K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
628New |
$63K - $63.3K
|
628
$63.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-23.8K- 3.4% |
$2.39M - $2.4M
|
678K
$68.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-455K- 36.1% |
$45.7M - $45.8M
|
805K
$80.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.02% |
$703 - $705
|
690
$69.4K
|
|