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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$816K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.41K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.59K+ 43.89% |
$260K - $261K
|
8.49K
$852K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
590+ 10.8% |
$59.2K - $59.4K
|
6.05K
$608K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-50- 2.33% |
$5.01K - $5.04K
|
2.1K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.97KNew |
$498K - $500K
|
4.97K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56K+ 41.6% |
$558K - $560K
|
18.9K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-450- 12.61% |
$45.1K - $45.3K
|
3.12K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$9.83K - $9.87K
|
98
$9.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
65+ 0.6% |
$6.52K - $6.55K
|
10.9K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
298New |
$29.9K - $30K
|
298
$29.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.3K+ 682.45% |
$3.74M - $3.76M
|
42.8K
$4.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.9K+ 157940.0% |
$792K - $796K
|
7.9K
$793K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$4.41K - $4.43K
|
44
$4.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.9KNew |
$2.19M - $2.2M
|
21.9K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.18K- 12.87% |
$920K - $924K
|
62.1K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94KNew |
$696K - $699K
|
6.94K
$696K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.01K- 12.34% |
$402K - $404K
|
28.5K
$2.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
8New |
$802 - $806
|
8
$803
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
59New |
$5.92K - $5.94K
|
59
$5.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.39K+ 42400.0% |
$340K - $342K
|
3.4K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
250New |
$25.1K - $25.2K
|
250
$25.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45.5K- 86.4% |
$4.56M - $4.58M
|
7.16K
$719K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.1KNew |
$211K - $211K
|
2.1K
$211K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$348K - $350K
|
3.47K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
120New |
$12K - $12.1K
|
120
$12K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.5K- 47.85% |
$251K - $252K
|
2.73K
$274K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$275K - $276K
|
2.74K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
35+ 1.34% |
$3.51K - $3.53K
|
2.66K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-13.1K- 66.04% |
$1.32M - $1.32M
|
6.75K
$678K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.13KNew |
$214K - $214K
|
2.13K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 1.36% |
$3.01K - $3.02K
|
2.17K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124- 14.19% |
$12.4K - $12.5K
|
750
$75.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$456K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-51.9K- 83.68% |
$5.21M - $5.23M
|
10.1K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$501 - $504
|
5
$502
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-448- 25.41% |
$44.9K - $45.1K
|
1.32K
$132K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
17.1KNew |
$1.72M - $1.72M
|
17.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
43.6K+ 1998.94% |
$4.37M - $4.39M
|
45.8K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
33.3KNew |
$3.34M - $3.36M
|
33.3K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-253K- 99.02% |
$25.4M - $25.5M
|
2.51K
$252K
|
|