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 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.13KNew |
$914K - $919K
|
9.13K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.46K- 9.9% |
$546K - $549K
|
49.6K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.33K+ 278.03% |
$133K - $134K
|
1.81K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
118+ 0.44% |
$11.8K - $11.9K
|
26.7K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 44.52% |
$410K - $413K
|
13.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
274+ 3.25% |
$27.4K - $27.6K
|
8.71K
$876K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92K- 99.92% |
$593K - $596K
|
5
$503
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 274.89% |
$1.03M - $1.03M
|
14K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
247K+ 123.58% |
$24.7M - $24.8M
|
446K
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-416- 2.34% |
$41.7K - $41.9K
|
17.3K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 33.98% |
$4.78M - $4.81M
|
188K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.8K- 21.27% |
$2.58M - $2.59M
|
95.4K
$9.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
89.6K+ 185.78% |
$8.98M - $9.03M
|
138K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 37.54% |
$444K - $447K
|
16.2K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.48K+ 20.83% |
$348K - $350K
|
20.2K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
71.1KNew |
$7.12M - $7.16M
|
71.1K
$7.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 2.06% |
$422K - $424K
|
208K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.99K+ 86.89% |
$1M - $1.01M
|
21.5K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
122K+ 20.29% |
$12.2M - $12.3M
|
723K
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.77K- 5.16% |
$778K - $782K
|
143K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.4K- 9.93% |
$140K - $140K
|
12.6K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-12- 0.1% |
$1.2K - $1.21K
|
11.8K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14M+ 1715.02% |
$114M - $115M
|
1.21M
$121M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 16.71% |
$99.6K - $100K
|
4.95K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.76K+ 15.14% |
$176K - $177K
|
13.4K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
96.2KNew |
$9.64M - $9.69M
|
96.2K
$9.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
257K+ 259.41% |
$25.8M - $25.9M
|
356K
$35.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 283.53% |
$1.66M - $1.66M
|
22.4K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
43.6KNew |
$4.36M - $4.39M
|
43.6K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
45+ 1.17% |
$4.51K - $4.53K
|
3.9K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.38K+ 9.41% |
$138K - $139K
|
16K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
50.2K+ 120.8% |
$5.02M - $5.05M
|
91.7K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.38K- 1.64% |
$238K - $240K
|
143K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.27K- 33.7% |
$127K - $127K
|
2.49K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.13K- 22.46% |
$213K - $214K
|
7.34K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
201+ 2.69% |
$20.1K - $20.2K
|
7.67K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.27K+ 8.88% |
$227K - $228K
|
27.8K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.1K- 9.74% |
$2.71M - $2.73M
|
251K
$25.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.35K+ 6.17% |
$236K - $237K
|
40.5K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-377- 4.22% |
$37.8K - $38K
|
8.57K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.78K- 7.14% |
$679K - $683K
|
88.1K
$8.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3KNew |
$1.33M - $1.34M
|
13.3K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.25K- 14.42% |
$125K - $126K
|
7.41K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.8K+ 1681400.0% |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.23K+ 3.98% |
$123K - $123K
|
32K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
104+ 2.39% |
$10.4K - $10.5K
|
4.46K
$448K
|