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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-45- 0.07% |
$4.52K - $4.53K
|
62.2K
$6.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.12K+ 18.8% |
$915K - $919K
|
57.6K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.84K- 62.68% |
$586K - $588K
|
3.48K
$349K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
809+ 0.91% |
$81.2K - $81.5K
|
89.7K
$9.02M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-390- 6.68% |
$39.1K - $39.3K
|
5.45K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58.9K+ 28.64% |
$5.91M - $5.93M
|
264K
$26.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-700- 18.42% |
$70.3K - $70.5K
|
3.1K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21.6K+ 70.61% |
$2.17M - $2.18M
|
52.3K
$5.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.34K+ 18.36% |
$134K - $135K
|
8.64K
$868K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-127K- 39.64% |
$12.7M - $12.8M
|
193K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-26- 68.42% |
$2.61K - $2.62K
|
12
$1.21K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
32.4K+ 30.99% |
$3.25M - $3.26M
|
137K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.6K- 16.17% |
$2.27M - $2.28M
|
117K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
176K+ 2117.43% |
$17.7M - $17.7M
|
184K
$18.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38.1K+ 9.33% |
$3.83M - $3.84M
|
447K
$44.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.71K- 16.91% |
$172K - $173K
|
8.42K
$847K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-136K- 23.84% |
$13.6M - $13.7M
|
433K
$43.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
6.66K+ 4.74% |
$668K - $671K
|
147K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.17K- 0.66% |
$118K - $118K
|
176K
$17.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.47K+ 15.48% |
$449K - $450K
|
33.4K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
704+ 33.1% |
$70.7K - $70.9K
|
2.83K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-32.2K- 28.13% |
$3.23M - $3.24M
|
82.3K
$8.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$1.46M - $1.46M
|
14.5K
$1.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 0.19% |
$1.71K - $1.71K
|
8.93K
$897K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-19.8K- 57.2% |
$1.99M - $2M
|
14.8K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-96- 24.87% |
$9.64K - $9.67K
|
290
$29.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.85K- 8.47% |
$386K - $387K
|
41.6K
$4.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-606- 15.46% |
$60.8K - $61K
|
3.31K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
55.5K+ 87.35% |
$5.57M - $5.59M
|
119K
$12M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
110K+ 1214.94% |
$11M - $11M
|
119K
$11.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-7.95K- 31.25% |
$798K - $801K
|
17.5K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.56K+ 146.95% |
$759K - $761K
|
12.7K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.58K- 2.34% |
$560K - $562K
|
232K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.28K+ 2.32% |
$430K - $431K
|
189K
$19M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.14KNew |
$215K - $216K
|
2.14K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-119K- 7.68% |
$11.9M - $12M
|
1.43M
$143M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.89K+ 37.16% |
$692K - $694K
|
25.4K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.2K+ 25.01% |
$823K - $826K
|
41K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$212K - $213K
|
2.11K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
266+ 29.89% |
$26.7K - $26.8K
|
1.16K
$116K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
90New |
$9.03K - $9.07K
|
90
$9.05K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.7K+ 192.7% |
$3.68M - $3.69M
|
55.7K
$5.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.5K- 66.39% |
$1.95M - $1.96M
|
9.85K
$990K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
778+ 10.11% |
$78.1K - $78.4K
|
8.48K
$852K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
22.2K+ 21.4% |
$2.23M - $2.23M
|
126K
$12.7M
|
|