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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 46.42% |
$35.1K - $35.2K
|
404
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.23KClosed |
$223K - $224K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.02K- 17.44% |
$103K - $103K
|
4.84K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$5.01K - $5.04K
|
50
$5.03K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36.4K- 58.71% |
$3.65M - $3.66M
|
25.6K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 44.42% |
$1.21M - $1.21M
|
39.2K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31K- 72.87% |
$3.11M - $3.12M
|
11.5K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 13.74% |
$1.81K - $1.81K
|
113
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-38.6K- 83.92% |
$3.87M - $3.89M
|
7.39K
$743K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.8KNew |
$2.48M - $2.49M
|
24.8K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$802 - $806
|
2.34K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.4K+ 159.36% |
$1.65M - $1.66M
|
26.8K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-92- 3.53% |
$9.23K - $9.27K
|
2.51K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-165K- 72.92% |
$16.6M - $16.7M
|
61.5K
$6.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
292+ 11.36% |
$29.3K - $29.4K
|
2.86K
$288K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
154New |
$15.4K - $15.5K
|
154
$15.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-199- 7.36% |
$20K - $20K
|
2.5K
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
9.3KNew |
$933K - $937K
|
9.3K
$935K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.29K- 50.18% |
$330K - $331K
|
3.26K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.65K- 41.11% |
$867K - $871K
|
12.4K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 72.29% |
$6.02K - $6.04K
|
23
$2.31K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
263KNew |
$26.3M - $26.4M
|
263K
$26.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 39.05% |
$246K - $247K
|
8.74K
$878K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
204K+ 255.3% |
$20.5M - $20.5M
|
284K
$28.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.2KNew |
$622K - $625K
|
6.2K
$624K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$141K
|
|
| Q4 2023 | |||||||
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.82K+ 74.95% |
$282K - $284K
|
6.59K
$662K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-946- 16.39% |
$94.6K - $95.3K
|
4.83K
$485K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$3.3K - $3.32K
|
33
$3.32K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328New |
$32.8K - $33K
|
328
$33K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.1KNew |
$410K - $412K
|
4.1K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.8K- 92.17% |
$3.38M - $3.4M
|
2.87K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$3.19M - $3.21M
|
31.9K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$2.53M - $2.54M
|
25.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
30.2K+ 145.66% |
$3.02M - $3.04M
|
50.9K
$5.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
786KNew |
$78.6M - $79.1M
|
786K
$79M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
315New |
$31.5K - $31.7K
|
315
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-3.18K- 11.78% |
$318K - $320K
|
23.8K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
18New |
$1.8K - $1.81K
|
18
$1.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.2K- 25.96% |
$1.12M - $1.13M
|
32K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.57% |
$2.4K - $2.42K
|
4.25K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.96KNew |
$996K - $1M
|
9.96K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
68.2K+ 67.66% |
$6.83M - $6.87M
|
169K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.5K- 89.56% |
$2.55M - $2.56M
|
2.97K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.1KNew |
$2.11M - $2.13M
|
21.1K
$2.12M
|
|