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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.24K- 11.75% |
$125K - $125K
|
9.34K
$939K
|
|
|
Nov 13, 2025
Q3 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
197K+ 13395.04% |
$19.8M - $19.9M
|
199K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16.1K+ 36.67% |
$1.62M - $1.62M
|
60K
$6.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$199K - $200K
|
1.99K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
700+ 17500.0% |
$70.3K - $70.5K
|
704
$70.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-42.9K- 2.81% |
$4.31M - $4.33M
|
1.48M
$149M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.69% |
$108K - $108K
|
64.8K
$6.52M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.74K- 94.54% |
$576K - $578K
|
331
$33.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87+ 0.81% |
$8.73K - $8.76K
|
10.8K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.81K- 38.88% |
$985K - $989K
|
15.4K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.13K- 11.32% |
$716K - $718K
|
55.8K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19.5K- 5.88% |
$1.95M - $1.96M
|
312K
$31.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42K- 52.82% |
$4.21M - $4.23M
|
37.5K
$3.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
406New |
$40.8K - $40.9K
|
406
$40.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.21K- 30.36% |
$222K - $223K
|
5.08K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.87K- 3.91% |
$188K - $188K
|
46K
$4.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
612K+ 65.61% |
$61.4M - $61.7M
|
1.54M
$155M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.15K- 9.85% |
$216K - $217K
|
19.7K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.99K+ 21.16% |
$601K - $603K
|
34.3K
$3.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
35.5K+ 5.75% |
$3.57M - $3.58M
|
654K
$65.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.88K+ 7.91% |
$489K - $491K
|
66.5K
$6.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.8K+ 4.06% |
$5.6M - $5.62M
|
1.43M
$144M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.95K- 1.69% |
$396K - $398K
|
230K
$23.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-100K- 4.68% |
$10M - $10.1M
|
2.04M
$205M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.19KNew |
$621K - $624K
|
6.19K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26.5K- 9.21% |
$2.66M - $2.67M
|
261K
$26.3M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
45K+ 508.52% |
$4.51M - $4.53M
|
53.8K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1K+ 22.73% |
$100K - $101K
|
5.4K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.05K+ 3.6% |
$106K - $106K
|
30.3K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-11.9K- 7.98% |
$1.19M - $1.2M
|
137K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 96.72% |
$302K - $303K
|
102
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
386+ 68.68% |
$38.7K - $38.9K
|
948
$95.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
29.5KNew |
$2.96M - $2.97M
|
29.5K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$396K - $398K
|
3.95K
$397K
|
|
|
Nov 13, 2025
Q3 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-11.6K- 24.0% |
$1.16M - $1.16M
|
36.6K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
59.6K+ 194.36% |
$5.98M - $6.01M
|
90.3K
$9.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.57K- 39.35% |
$458K - $460K
|
7.04K
$708K
|
|
|
Nov 13, 2025
Q3 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
547+ 8.16% |
$54.9K - $55.1K
|
7.25K
$729K
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
783KNew |
$78.6M - $78.8M
|
783K
$78.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.8K+ 81.41% |
$1.08M - $1.08M
|
24K
$2.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-27.7K- 35.12% |
$2.78M - $2.79M
|
51.1K
$5.14M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
56+ 2.02% |
$5.62K - $5.64K
|
2.83K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24.4K+ 335.49% |
$2.45M - $2.45M
|
31.6K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6.87KNew |
$690K - $692K
|
6.87K
$691K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
16.6KNew |
$1.66M - $1.67M
|
16.6K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-852- 23.0% |
$85.5K - $85.8K
|
2.85K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-37K- 41.62% |
$3.71M - $3.73M
|
51.9K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 1.0% |
$2.51K - $2.52K
|
2.48K
$250K
|
|