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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.28K+ 14.15% |
$330K - $331K
|
26.5K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
19.2K+ 153.3% |
$1.93M - $1.94M
|
31.7K
$3.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
220New |
$22.1K - $22.2K
|
220
$22.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
37.9K+ 47.33% |
$3.8M - $3.81M
|
118K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.81K- 45.52% |
$181K - $182K
|
2.16K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
562+ 7.47% |
$56.4K - $56.6K
|
8.09K
$813K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18New |
$1.81K - $1.81K
|
18
$1.81K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-168- 1.12% |
$16.9K - $16.9K
|
14.9K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5.76KNew |
$578K - $580K
|
5.76K
$579K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.02% |
$201 - $201
|
11.9K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.8K+ 92.26% |
$783K - $786K
|
16.3K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.29K+ 7.88% |
$531K - $533K
|
72.4K
$7.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 1.06% |
$3.21K - $3.22K
|
3.05K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.02K+ 6.05% |
$203K - $203K
|
35.4K
$3.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
80New |
$8.03K - $8.06K
|
80
$8.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Peavine Capital, LLC
|
BUY
|
- |
276K+ 40.98% |
$27.7M - $27.8M
|
951K
$95.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-6- 0.16% |
$602 - $604
|
3.74K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
536+ 26.51% |
$53.8K - $54K
|
2.56K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
9.82K+ 185.82% |
$985K - $989K
|
15.1K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$342K - $343K
|
3.41K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-112K- 99.14% |
$11.3M - $11.3M
|
973
$97.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.73K- 33.49% |
$374K - $375K
|
7.4K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-3.05K- 15.65% |
$306K - $307K
|
16.4K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.3KNew |
$231K - $232K
|
2.3K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.58K+ 7.69% |
$259K - $260K
|
36.1K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.2K- 5.9% |
$4.94M - $4.96M
|
785K
$78.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-13.4K- 14.58% |
$1.34M - $1.35M
|
78.4K
$7.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-560- 2.31% |
$56.2K - $56.4K
|
23.7K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-498- 0.27% |
$50K - $50.2K
|
181K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
213New |
$21.4K - $21.5K
|
213
$21.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-182- 3.33% |
$18.3K - $18.3K
|
5.29K
$532K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.53K- 21.64% |
$254K - $254K
|
9.15K
$919K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17KNew |
$118K - $118K
|
1.17K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
68.5K+ 172.34% |
$6.87M - $6.9M
|
108K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 1.81% |
$211K - $212K
|
114K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.1K- 2.52% |
$111K - $111K
|
42.8K
$4.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.87K- 56.17% |
$288K - $289K
|
2.24K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.86K+ 2.13% |
$187K - $187K
|
89.4K
$8.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.8K+ 21.7% |
$6.1M - $6.12M
|
341K
$34.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-37- 1.37% |
$3.71K - $3.73K
|
2.65K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.85K+ 4.12% |
$688K - $690K
|
173K
$17.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-151K- 76.24% |
$15.2M - $15.2M
|
47.2K
$4.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4+ 1.06% |
$401 - $403
|
380
$38.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.62K+ 10.77% |
$363K - $365K
|
37.2K
$3.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-970- 4.24% |
$97.4K - $97.7K
|
21.9K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.03K+ 31.25% |
$104K - $104K
|
4.34K
$437K
|
|