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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.47KNew |
$448K - $450K
|
4.47K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.95K- 36.44% |
$596K - $599K
|
10.4K
$1.04M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86.9K- 34.31% |
$8.71M - $8.75M
|
166K
$16.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$2.5M - $2.52M
|
25K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.94KNew |
$494K - $497K
|
4.94K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.24KNew |
$325K - $326K
|
3.24K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-296- 11.5% |
$29.7K - $29.8K
|
2.28K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.99K- 46.68% |
$199K - $200K
|
2.27K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.53KNew |
$153K - $154K
|
1.53K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.24KNew |
$525K - $528K
|
5.24K
$527K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-28.3K- 6.19% |
$2.83M - $2.84M
|
428K
$43M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
870+ 23.41% |
$87.2K - $87.5K
|
4.59K
$461K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
26.9KNew |
$2.69M - $2.7M
|
26.9K
$2.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
539KNew |
$54M - $54.3M
|
539K
$54.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
290K+ 28.01% |
$29M - $29.1M
|
1.32M
$133M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.71K- 17.76% |
$872K - $876K
|
40.3K
$4.05M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
1.33KNew |
$134K - $134K
|
1.33K
$134K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
37.3KNew |
$3.73M - $3.75M
|
37.3K
$3.75M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.19KClosed |
$319K - $321K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
482K+ 2408.56% |
$48.2M - $48.4M
|
502K
$50.4M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.26KNew |
$627K - $630K
|
6.26K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 28.79% |
$4.23M - $4.26M
|
105K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
86.1K+ 1483.97% |
$8.61M - $8.66M
|
91.9K
$9.24M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.15K+ 2.47% |
$115K - $116K
|
47.8K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.48KNew |
$949K - $954K
|
9.48K
$953K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.52K- 40.2% |
$352K - $354K
|
5.24K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23+ 0.48% |
$2.3K - $2.31K
|
4.79K
$481K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.56% |
$2.6K - $2.62K
|
4.64K
$467K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.77K- 63.86% |
$778K - $781K
|
4.4K
$442K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.3K+ 4.25% |
$130K - $130K
|
31.8K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-22.4K- 50.41% |
$2.24M - $2.25M
|
22K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
33.4KNew |
$3.34M - $3.36M
|
33.4K
$3.36M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
16.1KNew |
$1.62M - $1.62M
|
16.1K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
146+ 96.69% |
$14.6K - $14.7K
|
297
$29.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.15K- 95.86% |
$315K - $316K
|
136
$13.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-205- 8.16% |
$20.5K - $20.6K
|
2.31K
$232K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$250K - $251K
|
2.5K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
737New |
$73.8K - $74.1K
|
737
$74.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$30K - $30.2K
|
300
$30.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.59KNew |
$159K - $160K
|
1.59K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.99K- 49.17% |
$199K - $200K
|
2.06K
$207K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.22K+ 4.22% |
$222K - $223K
|
54.8K
$5.51M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.14KNew |
$313K - $315K
|
3.14K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.06KNew |
$205K - $206K
|
2.06K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.42KNew |
$342K - $343K
|
3.42K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.49KNew |
$849K - $853K
|
8.49K
$854K
|
|