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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-477- 0.81% |
$47.8K - $48K
|
58.2K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.2K+ 12.02% |
$1.43M - $1.43M
|
133K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 11.63% |
$2.08M - $2.09M
|
199K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.91K- 2.57% |
$291K - $293K
|
110K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
805+ 8.3% |
$80.6K - $81.1K
|
10.5K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
489KNew |
$49M - $49.3M
|
489K
$49.2M
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
74.7KNew |
$7.48M - $7.52M
|
74.7K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.84K+ 10.7% |
$285K - $286K
|
29.4K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 1.85% |
$100 - $101
|
55
$5.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$245K - $247K
|
2.45K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-31.2K- 28.03% |
$3.13M - $3.14M
|
80.1K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.05K+ 5.28% |
$105K - $106K
|
21K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
478+ 18.46% |
$47.9K - $48.1K
|
3.07K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27K- 7.0% |
$2.7M - $2.72M
|
358K
$36M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.4K+ 11.51% |
$1.84M - $1.85M
|
178K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 5076.19% |
$107K - $107K
|
1.09K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-11.5K- 16.91% |
$1.15M - $1.16M
|
56.5K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33New |
$3.31K - $3.32K
|
33
$3.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-278- 0.43% |
$27.8K - $28K
|
64.4K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.8K+ 23.02% |
$2.68M - $2.7M
|
143K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
190K+ 12265.61% |
$19M - $19.1M
|
192K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-13K- 69.94% |
$1.3M - $1.3M
|
5.57K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
459+ 7.39% |
$46K - $46.2K
|
6.67K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.88KNew |
$589K - $592K
|
5.88K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 2.18% |
$20K - $20.1K
|
9.38K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
69.7K+ 11.8% |
$6.98M - $7.02M
|
661K
$66.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
49.8KNew |
$4.99M - $5.02M
|
49.8K
$5.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
383K+ 40.16% |
$38.4M - $38.6M
|
1.34M
$134M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-100- 2.86% |
$10K - $10.1K
|
3.4K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.67K+ 15.94% |
$268K - $269K
|
19.4K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.68K- 20.93% |
$269K - $270K
|
10.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-4.51K- 7.63% |
$452K - $454K
|
54.6K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.83KNew |
$984K - $989K
|
9.83K
$988K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.18% |
$2.6K - $2.62K
|
2.23K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-597- 21.51% |
$59.8K - $60.1K
|
2.18K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.5K+ 9.69% |
$8.26M - $8.31M
|
934K
$94M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.2K+ 53.61% |
$4.83M - $4.86M
|
138K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
26.6K+ 983.41% |
$2.66M - $2.67M
|
29.3K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.35K+ 110.84% |
$937K - $942K
|
17.8K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20.9K- 8.13% |
$2.09M - $2.11M
|
236K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
14.8K+ 35.78% |
$1.48M - $1.49M
|
56K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
116K+ 3001.55% |
$11.6M - $11.7M
|
120K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24K- 7.89% |
$2.41M - $2.42M
|
280K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27.5K+ 23.72% |
$2.76M - $2.77M
|
144K
$14.4M
|