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 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6.09K- 50.88% |
$611K - $614K
|
5.88K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-472- 99.16% |
$47.3K - $47.5K
|
4
$402
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.5K- 34.26% |
$1.55M - $1.56M
|
29.7K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.91K+ 2.2% |
$593K - $595K
|
274K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
756+ 28.04% |
$75.8K - $76.2K
|
3.45K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 7.65% |
$298K - $300K
|
35.9K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.4K- 62.33% |
$1.35M - $1.35M
|
8.12K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.06K- 4.54% |
$307K - $308K
|
64.3K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.04% |
$100 - $101
|
2.33K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-28.1K- 79.33% |
$2.82M - $2.83M
|
7.32K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 95.28% |
$2.8M - $2.81M
|
1.38K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 60.23% |
$5.32K - $5.34K
|
141
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 4.55% |
$328K - $329K
|
75.1K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.53K+ 15.63% |
$254K - $255K
|
18.7K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.3KNew |
$3.24M - $3.26M
|
32.3K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212KNew |
$21.2M - $21.3M
|
212K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 1.85% |
$366K - $368K
|
201K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 7.1% |
$40.6K - $40.8K
|
6.11K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.76K- 23.07% |
$177K - $177K
|
5.87K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 310.62% |
$2.1M - $2.11M
|
27.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 95.45% |
$133K - $133K
|
2.71K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.85K+ 176.13% |
$386K - $387K
|
6.03K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.5K+ 3041.19% |
$6.37M - $6.4M
|
65.6K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-109- 1.16% |
$10.9K - $11K
|
9.25K
$929K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-447- 17.36% |
$44.8K - $45K
|
2.13K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158+ 2.46% |
$15.8K - $15.9K
|
6.59K
$662K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 47.37% |
$181K - $181K
|
2K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.2KNew |
$622K - $624K
|
6.2K
$622K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
624+ 31.2% |
$62.6K - $62.9K
|
2.62K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-151- 2.56% |
$15.1K - $15.2K
|
5.76K
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
151KNew |
$15.2M - $15.2M
|
151K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-303- 7.94% |
$30.4K - $30.5K
|
3.51K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-160K- 63.13% |
$16M - $16.1M
|
93.2K
$9.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-234K- 40.35% |
$23.4M - $23.5M
|
345K
$34.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
50.5KNew |
$5.06M - $5.08M
|
50.5K
$5.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 35.02% |
$1.12M - $1.13M
|
43.2K
$4.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-47.7K- 23.71% |
$4.79M - $4.81M
|
154K
$15.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25.8K- 24.83% |
$2.59M - $2.6M
|
78.2K
$7.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-309K- 94.82% |
$31M - $31.1M
|
16.9K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
4.58KNew |
$460K - $462K
|
4.58K
$460K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
71+ 2.4% |
$7.12K - $7.15K
|
3.03K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
55New |
$5.52K - $5.54K
|
55
$5.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.43K+ 69.54% |
$444K - $446K
|
10.8K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-99- 1.3% |
$9.93K - $9.97K
|
7.53K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
714+ 165.28% |
$71.6K - $71.9K
|
1.15K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.53K+ 90.01% |
$555K - $557K
|
11.7K
$1.17M
|