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 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.2KNew |
$1.32M - $1.33M
|
13.2K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.27K+ 5.18% |
$328K - $329K
|
66.4K
$6.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29.3K+ 186.68% |
$2.94M - $2.95M
|
45K
$4.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-1.9K- 13.09% |
$191K - $192K
|
12.6K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.24KNew |
$225K - $225K
|
2.24K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
11.5K+ 153.45% |
$1.15M - $1.16M
|
19K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
810+ 3.94% |
$81.3K - $81.6K
|
21.4K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$502 - $504
|
5
$503
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27.1K- 49.94% |
$2.72M - $2.73M
|
27.2K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
87.1KNew |
$8.74M - $8.77M
|
87.1K
$8.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-670- 0.75% |
$67.2K - $67.5K
|
89K
$8.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-496- 8.45% |
$49.8K - $50K
|
5.37K
$540K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.9K+ 30.92% |
$1.9M - $1.9M
|
80K
$8.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.2K- 15.45% |
$1.83M - $1.84M
|
99.8K
$10M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
22.7K+ 67.14% |
$2.28M - $2.29M
|
56.6K
$5.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 60.75% |
$135K - $136K
|
3.57K
$359K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-35.7K- 68.07% |
$3.58M - $3.6M
|
16.8K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-264- 1.06% |
$26.5K - $26.6K
|
24.7K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.2K+ 6.44% |
$121K - $121K
|
19.9K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15K+ 29.14% |
$1.51M - $1.51M
|
66.5K
$6.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.91K+ 16.69% |
$192K - $192K
|
13.3K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.5K- 29.91% |
$1.15M - $1.15M
|
26.9K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-61.2K- 17.17% |
$6.14M - $6.16M
|
295K
$29.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.42K+ 29.06% |
$242K - $243K
|
10.7K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.01K+ 22.09% |
$201K - $202K
|
11.1K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.27K+ 33.98% |
$429K - $430K
|
16.8K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
598New |
$60K - $60.2K
|
598
$60.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
292K+ 278.82% |
$29.3M - $29.4M
|
397K
$39.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
467+ 4.27% |
$46.9K - $47K
|
11.4K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.44K- 3.69% |
$346K - $347K
|
90K
$9.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.98KNew |
$399K - $401K
|
3.98K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
98+ 0.88% |
$9.84K - $9.87K
|
11.2K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.74K+ 19.91% |
$175K - $175K
|
10.5K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
147K+ 262.78% |
$14.7M - $14.8M
|
202K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
693+ 17.29% |
$69.6K - $69.8K
|
4.7K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
530+ 0.81% |
$53.2K - $53.4K
|
66.3K
$6.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.61K- 19.15% |
$362K - $363K
|
15.2K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
105KNew |
$10.5M - $10.6M
|
105K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.96K- 15.7% |
$197K - $198K
|
10.5K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.12K+ 6.34% |
$112K - $113K
|
18.8K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
55.9KNew |
$5.61M - $5.63M
|
55.9K
$5.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
28.2K+ 36.29% |
$2.83M - $2.84M
|
106K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
337K+ 53.41% |
$33.8M - $34M
|
968K
$97.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
181K+ 26.98% |
$18.2M - $18.2M
|
852K
$85.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
13.7K+ 19.25% |
$1.38M - $1.38M
|
85K
$8.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.46K- 42.15% |
$147K - $147K
|
2.01K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
27.4KNew |
$2.75M - $2.76M
|
27.4K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2- 12.5% |
$201 - $201
|
14
$1.41K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-40.6K- 81.79% |
$4.08M - $4.09M
|
9.05K
$909K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.05K+ 2.76% |
$707K - $710K
|
262K
$26.4M
|
|