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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$601 - $604
|
6
$604
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
332+ 1.4% |
$33.3K - $33.4K
|
24K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
710+ 30.52% |
$71.1K - $71.5K
|
3.04K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-95.2K- 17.93% |
$9.53M - $9.58M
|
436K
$43.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 0.24% |
$18.4K - $18.5K
|
76.1K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.6K+ 810.78% |
$4.96M - $4.99M
|
55.7K
$5.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
22.5K+ 144.49% |
$2.26M - $2.27M
|
38.1K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
438+ 21.86% |
$43.9K - $44.1K
|
2.44K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.78KNew |
$279K - $280K
|
2.78K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-222- 2.13% |
$22.2K - $22.4K
|
10.2K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-9.13K- 20.1% |
$914K - $919K
|
36.3K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 77.67% |
$1.7M - $1.71M
|
38.9K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-157- 3.76% |
$15.7K - $15.8K
|
4.02K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.52% |
$3.61K - $3.63K
|
2.34K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 0.27% |
$155K - $156K
|
567K
$57.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.15K+ 16.47% |
$516K - $519K
|
36.4K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.32K- 39.33% |
$232K - $233K
|
3.58K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.62KNew |
$663K - $666K
|
6.62K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.5K+ 52.03% |
$5.36M - $5.39M
|
156K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
26.1K+ 99.64% |
$2.61M - $2.63M
|
52.3K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.58K+ 2.56% |
$358K - $360K
|
143K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.44K+ 64.24% |
$144K - $145K
|
3.68K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.93KNew |
$694K - $698K
|
6.93K
$698K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.88K+ 99.83% |
$989K - $995K
|
19.8K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42New |
$4.21K - $4.23K
|
42
$4.23K
|
|
|
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
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 152.16% |
$6.66M - $6.69M
|
110K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
400+ 6.2% |
$40.1K - $40.3K
|
6.85K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
60.8K+ 48.28% |
$6.09M - $6.12M
|
187K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-46- 2.44% |
$4.61K - $4.63K
|
1.84K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.9KNew |
$2.79M - $2.81M
|
27.9K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-496- 0.55% |
$49.7K - $49.9K
|
89.3K
$8.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 21.92% |
$741K - $745K
|
41.1K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.82K+ 22.94% |
$383K - $385K
|
20.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-578- 2.36% |
$57.9K - $58.2K
|
23.9K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.83K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 0.75% |
$531K - $534K
|
709K
$71.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.78K+ 18.8% |
$279K - $280K
|
17.6K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.6K+ 10.47% |
$1.76M - $1.77M
|
185K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$375K - $377K
|
3.74K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
386+ 11.51% |
$38.7K - $38.9K
|
3.74K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11.7K- 8.54% |
$1.17M - $1.18M
|
125K
$12.6M
|