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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 10.97% |
$151K - $151K
|
12.2K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8.37KNew |
$840K - $843K
|
8.37K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34.3KNew |
$3.44M - $3.45M
|
34.3K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.28K- 29.73% |
$128K - $129K
|
3.03K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.75KNew |
$276K - $277K
|
2.75K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.16KNew |
$217K - $217K
|
2.16K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 45.03% |
$452K - $453K
|
5.5K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.38KNew |
$841K - $844K
|
8.38K
$842K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.51K - $2.52K
|
25
$2.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 33.35% |
$132K - $133K
|
2.64K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.93KNew |
$294K - $295K
|
2.93K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-943- 19.36% |
$94.6K - $94.9K
|
3.93K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-44.7K- 94.23% |
$4.48M - $4.5M
|
2.74K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
93New |
$9.33K - $9.36K
|
93
$9.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 43.38% |
$195K - $196K
|
2.54K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-1.32K- 0.92% |
$133K - $133K
|
143K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-815- 13.19% |
$81.8K - $82.1K
|
5.36K
$539K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$150K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-69- 11.58% |
$6.91K - $6.95K
|
527
$53K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
99New |
$9.92K - $9.97K
|
99
$9.95K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
5.2KNew |
$521K - $524K
|
5.2K
$523K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.62KNew |
$463K - $465K
|
4.62K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.52K- 25.13% |
$152K - $153K
|
4.51K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295New |
$29.5K - $29.7K
|
295
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.4K+ 161.19% |
$1.74M - $1.75M
|
28.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.55KNew |
$756K - $760K
|
7.55K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.59KNew |
$860K - $865K
|
8.59K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.63KNew |
$364K - $366K
|
3.63K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7KNew |
$1.27M - $1.28M
|
12.7K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
324K+ 1088.54% |
$32.4M - $32.6M
|
353K
$35.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
71KNew |
$7.11M - $7.15M
|
71K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$4.81K - $4.83K
|
48
$4.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290New |
$29K - $29.2K
|
290
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12.6KNew |
$1.26M - $1.27M
|
12.6K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.04K+ 32.47% |
$104K - $105K
|
4.26K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
2.5K+ 62.5% |
$250K - $252K
|
6.5K
$653K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.12K+ 73.28% |
$212K - $213K
|
5.01K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
74.7KNew |
$7.48M - $7.52M
|
74.7K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.18% |
$2.6K - $2.62K
|
2.23K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-279- 6.49% |
$27.9K - $28.1K
|
4.02K
$404K
|
|