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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.27K- 7.15% |
$127K - $128K
|
16.5K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.0% |
$803 - $806
|
807
$81.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 5.77% |
$18.9K - $18.9K
|
3.07K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$40.1K - $40.3K
|
400
$40.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
11K+ 2.72% |
$1.11M - $1.11M
|
418K
$42M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.14K- 33.07% |
$115K - $115K
|
2.31K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
176+ 1.04% |
$17.7K - $17.7K
|
17.1K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$8.13K - $8.16K
|
81
$8.14K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-895- 7.72% |
$89.8K - $90.1K
|
10.7K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 0.83% |
$702 - $705
|
836
$84K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.22KNew |
$223K - $224K
|
2.22K
$224K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
51New |
$5.12K - $5.13K
|
51
$5.13K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
425KNew |
$42.6M - $42.7M
|
425K
$42.7M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
116New |
$11.6K - $11.7K
|
116
$11.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$1K - $1.01K
|
10
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.41K- 55.14% |
$443K - $444K
|
3.59K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 3.68% |
$418K - $419K
|
117K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
32.6K+ 107.28% |
$3.27M - $3.28M
|
62.9K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
6KNew |
$602K - $604K
|
6K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
518New |
$52K - $52.2K
|
518
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
75.3KNew |
$7.55M - $7.58M
|
75.3K
$7.57M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 0.62% |
$2.81K - $2.82K
|
4.52K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 1.59% |
$9.53K - $9.56K
|
5.88K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222K+ 24.01% |
$22.2M - $22.3M
|
1.14M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.97KNew |
$499K - $501K
|
4.97K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.5K+ 203.85% |
$552K - $554K
|
8.2K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23New |
$2.31K - $2.32K
|
23
$2.31K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 48.34% |
$110K - $110K
|
3.36K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-10.2KClosed |
$1.03M - $1.03M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.25K- 37.15% |
$426K - $428K
|
7.19K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-240K- 43.43% |
$24M - $24.1M
|
312K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-902- 73.87% |
$90.5K - $90.8K
|
319
$32.1K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8KNew |
$381K - $383K
|
3.8K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 163.01% |
$646K - $648K
|
10.4K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
121New |
$12.1K - $12.2K
|
121
$12.2K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
500+ 14.71% |
$50.2K - $50.3K
|
3.9K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
10+ 0.27% |
$1K - $1.01K
|
3.69K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$218K - $219K
|
2.17K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48New |
$4.82K - $4.83K
|
48
$4.83K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 6.62% |
$116K - $117K
|
18.6K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-168- 7.71% |
$16.9K - $16.9K
|
2.01K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
194New |
$19.5K - $19.5K
|
194
$19.5K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.59K+ 143.5% |
$661K - $663K
|
11.2K
$1.12M
|
|