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 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.42KNew |
$342K - $343K
|
3.42K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.49KNew |
$849K - $853K
|
8.49K
$853K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.3K+ 5.31% |
$3.03M - $3.04M
|
601K
$60.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
52New |
$5.2K - $5.22K
|
52
$5.22K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
28.2K+ 18076.92% |
$2.82M - $2.83M
|
28.4K
$2.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5KNew |
$500K - $502K
|
5K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5K- 50.0% |
$499K - $501K
|
5K
$502K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.5K- 28.8% |
$550K - $552K
|
13.6K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 1.63% |
$31.4K - $31.5K
|
19K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-30.9K- 28.55% |
$3.09M - $3.11M
|
77.4K
$7.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
96KNew |
$9.6M - $9.64M
|
96K
$9.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-69.8K- 85.19% |
$6.98M - $7.01M
|
12.1K
$1.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
4.43KNew |
$443K - $445K
|
4.43K
$445K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48.7KNew |
$4.87M - $4.88M
|
48.7K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-58.9K- 3.27% |
$5.89M - $5.9M
|
1.74M
$175M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$218K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.32KNew |
$732K - $734K
|
7.32K
$735K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
4.55KNew |
$455K - $457K
|
4.55K
$457K
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-63.2K- 54.23% |
$6.33M - $6.34M
|
53.4K
$5.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4K- 39.97% |
$400K - $401K
|
6K
$602K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.61K+ 9.14% |
$961K - $963K
|
115K
$11.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
61New |
$6.1K - $6.12K
|
61
$6.13K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 10.71% |
$156K - $156K
|
13K
$1.31M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-250Closed |
$25K - $25K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14K+ 93.33% |
$1.4M - $1.4M
|
29K
$2.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
755New |
$75.5K - $75.6K
|
755
$75.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5KNew |
$500K - $501K
|
5K
$502K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
609New |
$60.9K - $61K
|
609
$61.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.04KClosed |
$204K - $204K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$225K - $225K
|
2.25K
$226K
|
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-4.89KClosed |
$489K - $490K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1New |
$100 - $100
|
1
$100
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13.4KNew |
$1.34M - $1.34M
|
13.4K
$1.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$400 - $400
|
4
$402
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.42KClosed |
$742K - $742K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63KClosed |
$663K - $664K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-4.4KClosed |
$440K - $440K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24KNew |
$2.4M - $2.4M
|
24K
$2.41M
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7KClosed |
$700K - $700K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-480KClosed |
$48.1M - $48.1M
|
0
$0
|
|