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 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.22K- 7.29% |
$323K - $324K
|
40.9K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
39+ 0.62% |
$3.91K - $3.93K
|
6.31K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
13.2KNew |
$1.33M - $1.33M
|
13.2K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.81K- 5.6% |
$583K - $585K
|
98K
$9.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.33K+ 15.79% |
$234K - $235K
|
17.1K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$30.1K - $30.2K
|
300
$30.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.95K- 14.3% |
$999K - $1M
|
59.6K
$5.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
73.5K+ 73.98% |
$7.38M - $7.41M
|
173K
$17.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88K+ 27.13% |
$590K - $592K
|
27.6K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.99KNew |
$300K - $301K
|
2.99K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.8K+ 29.23% |
$3.5M - $3.51M
|
154K
$15.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-444- 11.12% |
$44.6K - $44.7K
|
3.55K
$357K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
450+ 19.41% |
$45.2K - $45.3K
|
2.77K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
3.49KNew |
$350K - $351K
|
3.49K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-6.74K- 4.85% |
$676K - $679K
|
132K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
212+ 1.73% |
$21.3K - $21.4K
|
12.4K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
24K+ 12.6% |
$2.41M - $2.41M
|
214K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 0.47% |
$343K - $344K
|
728K
$73.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.5K+ 20.83% |
$2.26M - $2.27M
|
131K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
75.3K+ 6.35% |
$7.56M - $7.59M
|
1.26M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
559+ 19.33% |
$56.1K - $56.3K
|
3.45K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.02K- 18.43% |
$704K - $707K
|
31K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
38.8K+ 7.63% |
$3.89M - $3.91M
|
547K
$55M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.05% |
$100 - $101
|
2.08K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.88K+ 239.7% |
$791K - $794K
|
11.2K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-237- 9.67% |
$23.8K - $23.9K
|
2.21K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 1.62% |
$166K - $166K
|
103K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-47.1K- 17.86% |
$4.73M - $4.75M
|
217K
$21.8M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
614+ 9.52% |
$61.6K - $61.9K
|
7.06K
$710K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.92% |
$4.92K - $4.94K
|
5.3K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.5K+ 5.68% |
$552K - $554K
|
102K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-50- 5.0% |
$5.02K - $5.04K
|
950
$95.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.54K+ 4.53% |
$255K - $256K
|
58.6K
$5.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-73.2K- 56.09% |
$7.34M - $7.37M
|
57.3K
$5.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
28.2K+ 19.65% |
$2.83M - $2.84M
|
172K
$17.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-6.24K- 20.19% |
$627K - $629K
|
24.7K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
55.4K+ 1457.93% |
$5.56M - $5.58M
|
59.2K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.9K+ 24.72% |
$2.4M - $2.4M
|
120K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-75.1K- 94.19% |
$7.54M - $7.57M
|
4.63K
$465K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 3.26% |
$191K - $192K
|
60.3K
$6.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.7% |
$401 - $403
|
566
$56.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
387K+ 15318.63% |
$38.9M - $39M
|
390K
$39.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-612K- 24.75% |
$61.5M - $61.7M
|
1.86M
$187M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
740+ 5.83% |
$74.3K - $74.5K
|
13.4K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.62% |
$183K - $184K
|
37.6K
$3.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
368+ 1.24% |
$36.9K - $37.1K
|
30K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-972- 8.59% |
$97.6K - $97.9K
|
10.3K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
46.4KNew |
$4.66M - $4.68M
|
46.4K
$4.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
27+ 0.1% |
$2.71K - $2.72K
|
26.6K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
22.6K+ 19.07% |
$2.27M - $2.28M
|
141K
$14.2M
|
|