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 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.53K+ 13.65% |
$154K - $154K
|
12.8K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.41K+ 2236.51% |
$141K - $142K
|
1.47K
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.81K- 4.54% |
$683K - $686K
|
143K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.28KNew |
$529K - $531K
|
5.28K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.1K+ 195.55% |
$1.72M - $1.73M
|
25.9K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 22.89% |
$3.04M - $3.06M
|
102K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 7354.9% |
$376K - $378K
|
3.8K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 5.86% |
$2.28M - $2.29M
|
365K
$36.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.78K- 4.4% |
$680K - $683K
|
147K
$14.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-536- 33.82% |
$53.8K - $54K
|
1.05K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.76K- 64.41% |
$979K - $983K
|
5.39K
$541K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.9KNew |
$2.09M - $2.1M
|
20.9K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-417- 38.79% |
$41.8K - $42K
|
658
$66.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.1K+ 47.38% |
$3.22M - $3.23M
|
99.8K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37.1K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 12.93% |
$117K - $117K
|
7.84K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19K- 86.37% |
$1.91M - $1.91M
|
3K
$301K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$418K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-75- 2.44% |
$7.52K - $7.56K
|
2.99K
$301K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$358K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-17.3K- 16.28% |
$1.73M - $1.74M
|
88.9K
$8.92M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-252- 4.37% |
$25.3K - $25.4K
|
5.51K
$553K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 74.13% |
$87.7K - $88.1K
|
305
$30.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$401 - $403
|
4
$402
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.3K- 65.76% |
$1.13M - $1.14M
|
5.89K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 66.36% |
$684K - $687K
|
3.46K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
84New |
$8.42K - $8.46K
|
84
$8.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 171.97% |
$492K - $494K
|
7.75K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.49KNew |
$350K - $352K
|
3.49K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-55- 91.67% |
$5.52K - $5.54K
|
5
$502
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.66K+ 10.36% |
$267K - $268K
|
28.3K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
556K+ 2215.14% |
$55.8M - $56M
|
581K
$58.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 29.04% |
$1.17M - $1.18M
|
52K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$7.92K - $7.96K
|
79
$7.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
373K+ 103.36% |
$37.4M - $37.6M
|
734K
$73.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.31K- 61.59% |
$833K - $837K
|
5.18K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|