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 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
8.51K+ 207.05% |
$855K - $858K
|
12.6K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
321+ 7.2% |
$32.2K - $32.3K
|
4.78K
$480K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
181KNew |
$18.2M - $18.3M
|
181K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
802+ 11.5% |
$80.5K - $80.8K
|
7.78K
$782K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.58K+ 14.07% |
$560K - $562K
|
45.2K
$4.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.5K+ 5.54% |
$1.56M - $1.57M
|
296K
$29.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.86KNew |
$588K - $590K
|
5.86K
$589K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
48.6K+ 18.51% |
$4.88M - $4.89M
|
311K
$31.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 9.55% |
$2.37M - $2.38M
|
223K
$22.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.29K+ 12.72% |
$129K - $130K
|
11.4K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21.6K+ 9.26% |
$2.16M - $2.17M
|
254K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82New |
$8.23K - $8.26K
|
82
$8.24K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-890- 0.1% |
$89.3K - $89.7K
|
869K
$87.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62New |
$6.22K - $6.25K
|
62
$6.23K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.06% |
$2.21K - $2.22K
|
2.09K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-649- 1.47% |
$65.1K - $65.4K
|
43.4K
$4.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
13.6K+ 18.02% |
$1.36M - $1.37M
|
89K
$8.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
119K+ 121.87% |
$12M - $12M
|
217K
$21.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.43K+ 7.61% |
$545K - $547K
|
76.8K
$7.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
742+ 31.31% |
$74.5K - $74.7K
|
3.11K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.37K+ 22.03% |
$338K - $340K
|
18.7K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
19.6K+ 249.67% |
$1.96M - $1.97M
|
27.4K
$2.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.35K- 1.1% |
$437K - $438K
|
391K
$39.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.75K- 46.74% |
$276K - $277K
|
3.14K
$315K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-361- 1.55% |
$36.2K - $36.4K
|
23K
$2.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.43K- 34.45% |
$244K - $245K
|
4.62K
$465K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-31.3K- 14.21% |
$3.14M - $3.15M
|
189K
$19M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.71K- 26.33% |
$171K - $172K
|
4.78K
$480K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.91K- 38.12% |
$895K - $898K
|
14.5K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.29K- 73.9% |
$130K - $130K
|
457
$45.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
8.01K+ 113.6% |
$804K - $807K
|
15.1K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
85+ 1.06% |
$8.53K - $8.56K
|
8.07K
$812K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.31K+ 71.59% |
$433K - $434K
|
10.3K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
160+ 0.1% |
$16.1K - $16.1K
|
168K
$16.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.4K+ 66.01% |
$2.05M - $2.06M
|
51.4K
$5.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.39K- 8.18% |
$240K - $241K
|
26.8K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
542+ 0.19% |
$54.4K - $54.6K
|
283K
$28.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
118+ 118.0% |
$11.8K - $11.9K
|
218
$21.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
96KNew |
$9.64M - $9.67M
|
96K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.2KNew |
$421K - $423K
|
4.2K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.5K- 19.86% |
$451K - $453K
|
18.1K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-155K- 62.64% |
$15.5M - $15.6M
|
92.3K
$9.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.11K+ 2.52% |
$212K - $212K
|
85.9K
$8.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.3K+ 10.84% |
$1.93M - $1.94M
|
197K
$19.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
19.4K+ 5.87% |
$1.95M - $1.96M
|
350K
$35.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
324+ 1.81% |
$32.5K - $32.6K
|
18.2K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.96K- 43.23% |
$297K - $298K
|
3.89K
$391K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.9K+ 8.59% |
$3.61M - $3.62M
|
454K
$45.6M
|
|