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 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.8KNew |
$1.08M - $1.08M
|
10.8K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-195- 78.95% |
$19.6K - $19.6K
|
52
$5.23K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 43.71% |
$199K - $200K
|
2.55K
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.22KNew |
$223K - $223K
|
2.22K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
206New |
$20.7K - $20.7K
|
206
$20.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-23.4K- 61.81% |
$2.35M - $2.36M
|
14.5K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.1K- 65.21% |
$512K - $514K
|
2.72K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 3.03% |
$100 - $101
|
34
$3.42K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.97KNew |
$298K - $299K
|
2.97K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.29% |
$3.61K - $3.63K
|
2.76K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
205New |
$20.6K - $20.6K
|
205
$20.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
133New |
$13.3K - $13.4K
|
133
$13.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.4K- 48.87% |
$240K - $241K
|
2.51K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.32K- 4.59% |
$634K - $636K
|
131K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
5.07KNew |
$509K - $510K
|
5.07K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
18.9KNew |
$1.9M - $1.91M
|
18.9K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.66K- 12.14% |
$367K - $368K
|
26.5K
$2.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
719+ 27.85% |
$72.2K - $72.4K
|
3.3K
$332K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
400+ 5.01% |
$40.1K - $40.3K
|
8.38K
$842K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-603- 17.95% |
$60.5K - $60.7K
|
2.76K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 54.66% |
$13.5K - $13.6K
|
112
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 4.53% |
$1.91K - $1.91K
|
400
$40.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.39KNew |
$341K - $342K
|
3.39K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18.3KNew |
$1.84M - $1.85M
|
18.3K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.8K- 46.92% |
$5.2M - $5.22M
|
58.6K
$5.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.8K+ 278.03% |
$1.39M - $1.39M
|
18.8K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 42.59% |
$247K - $248K
|
3.32K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.17K+ 25.98% |
$117K - $118K
|
5.67K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
85+ 1.86% |
$8.53K - $8.56K
|
4.65K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-200- 3.2% |
$20.1K - $20.1K
|
6.05K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 1.75% |
$100 - $101
|
58
$5.83K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.1K- 0.75% |
$110K - $111K
|
146K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.73KClosed |
$575K - $577K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.99KNew |
$199K - $200K
|
1.99K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-345- 7.11% |
$34.6K - $34.7K
|
4.51K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.28K+ 140.62% |
$932K - $935K
|
15.9K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39New |
$3.91K - $3.93K
|
39
$3.92K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-380- 6.52% |
$38.1K - $38.3K
|
5.45K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
16New |
$1.61K - $1.61K
|
16
$1.61K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
29+ 1.34% |
$2.91K - $2.92K
|
2.19K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
25.3KNew |
$2.54M - $2.55M
|
25.3K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.83K+ 75.68% |
$685K - $688K
|
15.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$119K - $119K
|
1.18K
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.47M
|
|