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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
18.7KNew |
$1.88M - $1.89M
|
18.7K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
800+ 36.36% |
$80.3K - $80.6K
|
3K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.2K+ 309.33% |
$4.24M - $4.25M
|
55.9K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
3KNew |
$301K - $302K
|
3K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-55.3K- 92.31% |
$5.55M - $5.57M
|
4.61K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
SELL
|
- |
-15.1K- 2.6% |
$1.52M - $1.52M
|
566K
$56.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-405K- 96.69% |
$40.7M - $40.8M
|
13.9K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 11.08% |
$31.9K - $32K
|
2.55K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-866- 55.69% |
$86.9K - $87.2K
|
689
$69.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Teca Partners, LP
Austin, TX |
BUY
|
- |
76KNew |
$7.63M - $7.65M
|
76K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 1.77% |
$1.71K - $1.71K
|
945
$95K
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-891- 31.23% |
$89.4K - $89.7K
|
1.96K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-65.9K- 73.41% |
$6.61M - $6.63M
|
23.8K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.67K- 13.82% |
$168K - $168K
|
10.4K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-18.3K- 78.66% |
$1.84M - $1.85M
|
4.97K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
67KNew |
$6.72M - $6.75M
|
67K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-313- 1.46% |
$31.4K - $31.5K
|
21.1K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-85.1K- 91.04% |
$8.54M - $8.57M
|
8.38K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
99.5KNew |
$9.98M - $10M
|
99.5K
$10M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.27K- 0.91% |
$328K - $329K
|
355K
$35.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.74KNew |
$677K - $679K
|
6.74K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-15.7K- 90.06% |
$1.58M - $1.58M
|
1.74K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.88K+ 35.57% |
$992K - $995K
|
37.7K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
44+ 2.04% |
$4.42K - $4.43K
|
2.2K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.46K- 54.5% |
$247K - $247K
|
2.05K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
92+ 270.59% |
$9.23K - $9.27K
|
126
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
896+ 27.45% |
$89.9K - $90.2K
|
4.16K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.5KNew |
$151K - $151K
|
1.5K
$151K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
107+ 167.19% |
$10.7K - $10.8K
|
171
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
15.1K+ 218.5% |
$1.51M - $1.52M
|
21.9K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
79KNew |
$7.93M - $7.96M
|
79K
$7.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.75KNew |
$577K - $579K
|
5.75K
$578K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
189+ 5.94% |
$19K - $19K
|
3.37K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-189- 8.62% |
$19K - $19K
|
2K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.5K+ 71.22% |
$752K - $755K
|
18K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 18.51% |
$225K - $226K
|
14.4K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.06K+ 6.19% |
$909K - $912K
|
155K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$272K - $273K
|
2.71K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.0% |
$100 - $101
|
51
$5.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
200+ 6.4% |
$20.1K - $20.1K
|
3.33K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.8KNew |
$883K - $886K
|
8.8K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
898+ 36.15% |
$90.1K - $90.4K
|
3.38K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30.1K- 83.65% |
$3.02M - $3.03M
|
5.88K
$591K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.39KNew |
$340K - $341K
|
3.39K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.62KNew |
$263K - $264K
|
2.62K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 42.24% |
$6.82K - $6.85K
|
229
$23K
|
|