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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$402K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.58K+ 21.35% |
$560K - $563K
|
31.7K
$3.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.57K+ 12.02% |
$157K - $158K
|
14.6K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
655+ 31.12% |
$65.7K - $66K
|
2.76K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
21.4K+ 13.88% |
$2.15M - $2.16M
|
176K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.51K+ 25.31% |
$252K - $253K
|
12.4K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-28.4K- 28.39% |
$2.85M - $2.86M
|
71.7K
$7.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-568- 7.56% |
$57K - $57.2K
|
6.94K
$698K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-77.8K- 5.91% |
$7.8M - $7.83M
|
1.24M
$125M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.96K- 16.52% |
$398K - $399K
|
20K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.2K+ 112.23% |
$422K - $423K
|
7.95K
$799K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
87.4KNew |
$8.77M - $8.81M
|
87.4K
$8.79M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-34.1K- 90.39% |
$3.43M - $3.44M
|
3.63K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
470+ 13.74% |
$47.2K - $47.3K
|
3.89K
$391K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-886- 13.05% |
$88.9K - $89.3K
|
5.91K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
114K+ 834.46% |
$11.5M - $11.5M
|
128K
$12.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-352- 0.29% |
$35.3K - $35.5K
|
121K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9.93K+ 124.39% |
$996K - $1M
|
17.9K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-44.5K- 31.13% |
$4.47M - $4.48M
|
98.5K
$9.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38.5K+ 129.03% |
$3.86M - $3.88M
|
68.3K
$6.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-554- 1.17% |
$55.6K - $55.8K
|
46.9K
$4.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.17K- 14.48% |
$419K - $420K
|
24.7K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
490+ 1.4% |
$49.2K - $49.4K
|
35.5K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11+ 0.19% |
$1.1K - $1.11K
|
5.74K
$577K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
516+ 10.09% |
$51.8K - $52K
|
5.63K
$566K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2.61K- 12.01% |
$262K - $263K
|
19.1K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
986+ 1.64% |
$99K - $99.3K
|
61.3K
$6.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
14.5K+ 72.2% |
$1.45M - $1.46M
|
34.5K
$3.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-24.8K- 76.55% |
$2.49M - $2.5M
|
7.61K
$765K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.3KNew |
$532K - $534K
|
5.3K
$533K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
266+ 2.77% |
$26.7K - $26.8K
|
9.85K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.21K+ 3.9% |
$322K - $323K
|
85.5K
$8.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 11.34% |
$119K - $119K
|
11.6K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-146K- 65.23% |
$14.6M - $14.7M
|
77.6K
$7.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.73K+ 46.97% |
$174K - $175K
|
5.43K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-73.8K- 50.88% |
$7.4M - $7.43M
|
71.2K
$7.16M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-738- 3.89% |
$74.1K - $74.3K
|
18.2K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
73.1K+ 13.58% |
$7.33M - $7.36M
|
611K
$61.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.16K- 2.42% |
$417K - $419K
|
168K
$16.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 5.62% |
$376K - $377K
|
70.4K
$7.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Ycg, LLC
|
BUY
|
- |
3.14KNew |
$315K - $316K
|
3.14K
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-12.5K- 7.19% |
$1.25M - $1.26M
|
161K
$16.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.21K+ 5.5% |
$723K - $726K
|
138K
$13.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.21% |
$11.3K - $11.4K
|
9.24K
$929K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
80.6K+ 38.95% |
$8.09M - $8.12M
|
288K
$28.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-39- 1.12% |
$3.91K - $3.93K
|
3.45K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$108M - $108M
|
1.08M
$108M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.37K+ 25.47% |
$339K - $340K
|
16.6K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.25K- 21.36% |
$125K - $125K
|
4.58K
$461K
|
|