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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310+ 26.68% |
$31K - $31.2K
|
1.47K
$148K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 1.68% |
$11.3K - $11.4K
|
6.63K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-28- 1.04% |
$2.8K - $2.82K
|
2.67K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-17.8K- 24.93% |
$1.78M - $1.79M
|
53.5K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
48KNew |
$4.8M - $4.83M
|
48K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.67K- 4.25% |
$268K - $269K
|
60.2K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$239K - $241K
|
2.39K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-451- 14.6% |
$45.2K - $45.4K
|
2.64K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.21K+ 19.8% |
$421K - $424K
|
25.4K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-145K- 18.38% |
$14.6M - $14.6M
|
646K
$65M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 2.66% |
$17.4K - $17.5K
|
6.36K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 3.07% |
$174K - $175K
|
58.4K
$5.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
326+ 12.5% |
$32.7K - $32.8K
|
2.93K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17KNew |
$1.71M - $1.71M
|
17K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
133+ 0.74% |
$13.3K - $13.4K
|
18.1K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
20.8KNew |
$2.08M - $2.09M
|
20.8K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-65- 94.2% |
$6.51K - $6.55K
|
4
$402
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
152+ 152.0% |
$15.2K - $15.3K
|
252
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
559+ 26.84% |
$56K - $56.3K
|
2.64K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.48KNew |
$148K - $149K
|
1.48K
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.13K- 39.14% |
$314K - $315K
|
4.87K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.81K+ 13.81% |
$181K - $182K
|
14.9K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
8.67K+ 14.7% |
$869K - $873K
|
67.7K
$6.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
42.2K+ 708.62% |
$4.23M - $4.25M
|
48.2K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
598K+ 17864.21% |
$59.9M - $60.3M
|
602K
$60.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.8K+ 38.81% |
$180K - $181K
|
6.43K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-750- 13.64% |
$75.1K - $75.5K
|
4.75K
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.21K- 34.19% |
$521K - $524K
|
10K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 15.69% |
$175K - $176K
|
9.41K
$947K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44.4K+ 121.09% |
$4.44M - $4.47M
|
81K
$8.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 16.55% |
$116K - $117K
|
5.83K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58.1K+ 23.22% |
$5.82M - $5.85M
|
308K
$31M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
824+ 0.63% |
$82.5K - $83K
|
132K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.84K- 50.45% |
$384K - $386K
|
3.77K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-42- 0.02% |
$4.21K - $4.23K
|
213K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$202K - $203K
|
2.02K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-6.5K- 4.1% |
$651K - $654K
|
152K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17.5KNew |
$1.75M - $1.76M
|
17.5K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-6.95K- 12.92% |
$696K - $700K
|
46.9K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.54K+ 2.99% |
$154K - $155K
|
53K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
7.69K+ 16.46% |
$770K - $774K
|
54.4K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.27KNew |
$228K - $229K
|
2.27K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74.3K+ 1356.87% |
$7.45M - $7.49M
|
79.8K
$8.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 0.9% |
$2.7K - $2.72K
|
3.02K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.78K+ 58.68% |
$679K - $683K
|
18.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.78KNew |
$780K - $784K
|
7.78K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.3KNew |
$3.03M - $3.05M
|
30.3K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.03K+ 3.49% |
$404K - $406K
|
119K
$12M
|