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 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.05K+ 2.76% |
$707K - $710K
|
262K
$26.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.15KNew |
$617K - $619K
|
6.15K
$618K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
208K+ 39.29% |
$20.9M - $21M
|
738K
$74.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-14K- 9.46% |
$1.4M - $1.41M
|
134K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.43K- 16.83% |
$144K - $144K
|
7.08K
$712K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.9K+ 282.29% |
$2.3M - $2.31M
|
31K
$3.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-170- 11.13% |
$17.1K - $17.1K
|
1.36K
$136K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.64KNew |
$466K - $468K
|
4.64K
$467K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.75K+ 4.0% |
$176K - $176K
|
45.5K
$4.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-3.8K- 65.09% |
$382K - $383K
|
2.04K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$100 - $101
|
2K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.77K+ 85.57% |
$981K - $984K
|
21.2K
$2.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.3KNew |
$1.34M - $1.34M
|
13.3K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.4K+ 187.2% |
$1.45M - $1.45M
|
22.1K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-44- 0.36% |
$4.42K - $4.43K
|
12.1K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8.53K+ 1.34% |
$857K - $860K
|
648K
$65.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.08K- 45.16% |
$610K - $612K
|
7.38K
$742K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-3- 0.09% |
$301 - $302
|
3.29K
$331K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.1KNew |
$311K - $312K
|
3.1K
$312K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9.52K- 37.47% |
$955K - $959K
|
15.9K
$1.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.05K- 41.58% |
$607K - $609K
|
8.5K
$855K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-314- 7.89% |
$31.5K - $31.6K
|
3.67K
$369K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.5K+ 5.59% |
$1.35M - $1.36M
|
255K
$25.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-598- 2.94% |
$60K - $60.2K
|
19.8K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17.2K- 40.43% |
$1.73M - $1.74M
|
25.4K
$2.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.33K+ 4.69% |
$134K - $134K
|
29.7K
$2.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20.1K+ 495.35% |
$2.02M - $2.03M
|
24.2K
$2.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.3KNew |
$231K - $232K
|
2.3K
$231K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.65MNew |
$166M - $166M
|
1.65M
$166M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6.9K+ 5.07% |
$693K - $695K
|
143K
$14.4M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
110+ 0.81% |
$11K - $11.1K
|
13.7K
$1.38M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22.8K- 9.1% |
$2.28M - $2.29M
|
227K
$22.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
434K+ 21.11% |
$43.6M - $43.7M
|
2.49M
$250M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-140K- 7.44% |
$14.1M - $14.1M
|
1.74M
$175M
|
|
|
Nov 14, 2025
Q2 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.16KClosed |
$317K - $318K
|
0
$0
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.36K- 20.62% |
$237K - $238K
|
9.09K
$914K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.04K- 7.17% |
$606K - $608K
|
78.2K
$7.86M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.28KNew |
$630K - $632K
|
6.28K
$631K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-800- 18.7% |
$80.3K - $80.6K
|
3.48K
$350K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
89New |
$8.93K - $8.96K
|
89
$8.95K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 396.89% |
$1.99M - $1.99M
|
24.8K
$2.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 20.0% |
$100 - $101
|
4
$402
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.05% |
$401 - $403
|
8.83K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-25.3K- 8.92% |
$2.54M - $2.55M
|
258K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.41KNew |
$242K - $243K
|
2.41K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
147KNew |
$14.8M - $14.8M
|
147K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-123K- 80.75% |
$12.4M - $12.4M
|
29.4K
$2.95M
|
|