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 06, 2025
Q4 2024
|
Bml Capital Management, LLC
Zionsville, IN |
SELL
|
- |
-10K- 3.7% |
$1M - $1.01M
|
260K
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$401 - $403
|
4
$402
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-71.6K- 5.66% |
$7.17M - $7.21M
|
1.19M
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
500+ 10.87% |
$50.1K - $50.4K
|
5.1K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.31KNew |
$732K - $736K
|
7.31K
$735K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11KNew |
$1.11M - $1.11M
|
11K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.81% |
$5.01K - $5.04K
|
2.71K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.13% |
$100 - $101
|
33
$3.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
85New |
$8.51K - $8.56K
|
85
$8.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.17K- 48.59% |
$217K - $218K
|
2.29K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.15KNew |
$215K - $217K
|
2.15K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$601 - $604
|
6
$603
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-157- 3.76% |
$15.7K - $15.8K
|
4.02K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.58K+ 2.56% |
$358K - $360K
|
143K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42New |
$4.21K - $4.23K
|
42
$4.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.15K- 35.75% |
$115K - $116K
|
2.07K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-65- 2.55% |
$6.51K - $6.55K
|
2.49K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.27K- 33.7% |
$127K - $127K
|
2.49K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
201+ 2.69% |
$20.1K - $20.2K
|
7.67K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 1.68% |
$11.3K - $11.4K
|
6.63K
$666K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-42- 0.02% |
$4.21K - $4.23K
|
213K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$202K - $203K
|
2.02K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.27KNew |
$228K - $229K
|
2.27K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.3KNew |
$3.03M - $3.05M
|
30.3K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
664New |
$66.5K - $66.9K
|
664
$66.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.76K- 10.9% |
$276K - $277K
|
22.5K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$301K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.48KNew |
$548K - $551K
|
5.48K
$550K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.81KNew |
$782K - $786K
|
7.81K
$785K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.99KNew |
$1M - $1.01M
|
9.99K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
BUY
|
- |
112+ 0.09% |
$11.2K - $11.3K
|
125K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
325 Capital LLC
New York, NY |
SELL
|
- |
-152K- 78.33% |
$15.3M - $15.4M
|
42.2K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-67.5K- 57.34% |
$6.77M - $6.8M
|
50.2K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8.68K- 5.43% |
$871K - $875K
|
151K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
110New |
$11K - $11.1K
|
110
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 50.0% |
$1.3K - $1.31K
|
13
$1.31K
|
|