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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$401 - $403
|
4
$402
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
40.5K+ 205.8% |
$4.05M - $4.08M
|
60.1K
$6.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
73.1K+ 6.88% |
$7.32M - $7.36M
|
1.14M
$114M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
141K+ 1952.05% |
$14.1M - $14.2M
|
148K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13.1K- 25.65% |
$1.32M - $1.32M
|
38.1K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.69KNew |
$871K - $875K
|
8.69K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 33.51% |
$224K - $225K
|
8.9K
$894K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-160- 7.31% |
$16K - $16.1K
|
2.03K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195KNew |
$19.5M - $19.7M
|
195K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 10.56% |
$1.01M - $1.02M
|
85.6K
$8.6M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.66KNew |
$267K - $268K
|
2.66K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-985- 92.75% |
$98.7K - $99.2K
|
77
$7.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
36.4KNew |
$3.65M - $3.67M
|
36.4K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.5K- 13.36% |
$150K - $151K
|
9.7K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33.9K+ 11496.27% |
$3.4M - $3.42M
|
34.2K
$3.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.72K+ 1.28% |
$272K - $274K
|
215K
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.73KNew |
$574K - $577K
|
5.73K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.19K- 26.47% |
$320K - $321K
|
8.87K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
138+ 2.89% |
$13.8K - $13.9K
|
4.92K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
511+ 9.89% |
$51.2K - $51.5K
|
5.68K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 46.24% |
$179K - $180K
|
5.66K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-319- 20.71% |
$32K - $32.1K
|
1.22K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-74.7K- 40.91% |
$7.48M - $7.52M
|
108K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-387- 1.53% |
$38.8K - $39K
|
24.9K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
909+ 39.76% |
$91K - $91.5K
|
3.2K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 795.58% |
$2.11M - $2.12M
|
23.7K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.35K- 7.25% |
$436K - $438K
|
55.6K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-7.31K- 46.24% |
$732K - $736K
|
8.5K
$854K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-71.6K- 5.66% |
$7.17M - $7.21M
|
1.19M
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
500+ 10.87% |
$50.1K - $50.4K
|
5.1K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
300+ 8.82% |
$30K - $30.2K
|
3.7K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-667K- 40.02% |
$66.8M - $67.1M
|
999K
$100M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 25.82% |
$120K - $120K
|
3.44K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.21K- 4.11% |
$422K - $424K
|
98.1K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.92K+ 28.05% |
$192K - $193K
|
8.77K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36KNew |
$3.61M - $3.63M
|
36K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
87.8KNew |
$8.79M - $8.84M
|
87.8K
$8.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
393+ 2.76% |
$39.4K - $39.6K
|
14.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-34.2K- 14.1% |
$3.42M - $3.44M
|
208K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 6.87% |
$259K - $260K
|
40.1K
$4.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.15K- 5.42% |
$115K - $116K
|
20.1K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
110K+ 35.6% |
$11M - $11.1M
|
419K
$42M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$738K - $742K
|
7.37K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 34.98% |
$104K - $104K
|
3.99K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56.4KNew |
$5.65M - $5.68M
|
56.4K
$5.67M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-301- 73.24% |
$30.1K - $30.3K
|
110
$11K
|