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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.46% |
$501 - $504
|
1.1K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-48K- 69.09% |
$4.81M - $4.83M
|
21.5K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 29.65% |
$221K - $222K
|
9.65K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26K+ 181.36% |
$2.61M - $2.62M
|
40.4K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.3KNew |
$2.43M - $2.45M
|
24.3K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
393K+ 104.41% |
$39.3M - $39.5M
|
769K
$77.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
56.1K+ 57.49% |
$5.62M - $5.65M
|
154K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.3KNew |
$1.54M - $1.55M
|
15.3K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
11.4K+ 19.9% |
$1.14M - $1.14M
|
68.4K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.18K- 47.99% |
$919K - $924K
|
9.95K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.56K+ 32.27% |
$456K - $459K
|
18.7K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
35.3K+ 196.1% |
$3.53M - $3.55M
|
53.2K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36K- 41.51% |
$3.61M - $3.62M
|
50.7K
$5.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
637KNew |
$63.8M - $64.1M
|
637K
$64.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.4KNew |
$942K - $947K
|
9.4K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.5K+ 74.26% |
$150K - $151K
|
3.52K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.5K- 34.68% |
$251K - $252K
|
4.72K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.97K+ 155.75% |
$698K - $701K
|
11.4K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.9K- 15.34% |
$1.39M - $1.4M
|
76.6K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.13KNew |
$914K - $919K
|
9.13K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.46K- 9.9% |
$546K - $549K
|
49.6K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.33K+ 278.03% |
$133K - $134K
|
1.81K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
118+ 0.44% |
$11.8K - $11.9K
|
26.7K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 44.52% |
$410K - $413K
|
13.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
274+ 3.25% |
$27.4K - $27.6K
|
8.71K
$877K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92K- 99.92% |
$593K - $596K
|
5
$503
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 274.89% |
$1.03M - $1.03M
|
14K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
247K+ 123.58% |
$24.7M - $24.8M
|
446K
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-416- 2.34% |
$41.7K - $41.9K
|
17.3K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 33.98% |
$4.78M - $4.81M
|
188K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.8K- 21.27% |
$2.58M - $2.59M
|
95.4K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
89.6K+ 185.78% |
$8.98M - $9.03M
|
138K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 37.54% |
$444K - $447K
|
16.2K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.48K+ 20.83% |
$348K - $350K
|
20.2K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
71.1KNew |
$7.12M - $7.16M
|
71.1K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 2.06% |
$422K - $424K
|
208K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.99K+ 86.89% |
$1M - $1.01M
|
21.5K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
122K+ 20.29% |
$12.2M - $12.3M
|
723K
$72.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.77K- 5.16% |
$778K - $782K
|
143K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.4K- 9.93% |
$140K - $140K
|
12.6K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-12- 0.1% |
$1.2K - $1.21K
|
11.8K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14M+ 1715.02% |
$114M - $115M
|
1.21M
$121M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 16.71% |
$99.6K - $100K
|
4.95K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.76K+ 15.14% |
$176K - $177K
|
13.4K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
96.2KNew |
$9.64M - $9.69M
|
96.2K
$9.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
257K+ 259.41% |
$25.8M - $25.9M
|
356K
$35.9M
|