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 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.34K+ 92.26% |
$335K - $336K
|
6.95K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-144K- 99.07% |
$14.5M - $14.5M
|
1.35K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
103+ 3.44% |
$10.3K - $10.4K
|
3.1K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
517+ 4.06% |
$51.9K - $52.1K
|
13.2K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
131New |
$13.1K - $13.2K
|
131
$13.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46K+ 13.91% |
$4.62M - $4.64M
|
377K
$37.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.65K- 48.29% |
$567K - $569K
|
6.05K
$608K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22New |
$2.21K - $2.22K
|
22
$2.21K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.17KNew |
$318K - $320K
|
3.17K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.2K+ 108.91% |
$1.23M - $1.23M
|
23.5K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.04KNew |
$205K - $206K
|
2.04K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76+ 1.08% |
$7.63K - $7.66K
|
7.09K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 10.71% |
$192K - $192K
|
19.7K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.6K- 7.82% |
$1.36M - $1.37M
|
160K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.46K- 28.72% |
$849K - $852K
|
21K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-134- 13.47% |
$13.4K - $13.5K
|
861
$86.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-897- 26.49% |
$90K - $90.4K
|
2.49K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-2.41K- 25.8% |
$242K - $243K
|
6.93K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.94K+ 24.45% |
$295K - $296K
|
15K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-35.2K- 39.1% |
$3.54M - $3.55M
|
54.9K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
SELL
|
- |
-4.1K- 7.78% |
$412K - $413K
|
48.6K
$4.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
1.13K+ 9.24% |
$114K - $114K
|
13.4K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
672+ 1.97% |
$67.4K - $67.7K
|
34.9K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.57K+ 14.2% |
$158K - $158K
|
12.6K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.71KNew |
$272K - $273K
|
2.71K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
123+ 1.36% |
$12.3K - $12.4K
|
9.19K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.55K- 5.22% |
$156K - $156K
|
28.1K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
40.8K+ 131.5% |
$4.1M - $4.11M
|
71.9K
$7.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 14.41% |
$185K - $186K
|
14.7K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.63KNew |
$365K - $366K
|
3.63K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
31New |
$3.11K - $3.12K
|
31
$3.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.76KNew |
$377K - $379K
|
3.76K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49.2K- 31.64% |
$4.94M - $4.95M
|
106K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
696K+ 9.66% |
$69.8M - $70.1M
|
7.9M
$794M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
87K+ 558.93% |
$8.74M - $8.77M
|
103K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.39K+ 40.48% |
$842K - $845K
|
29.1K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-67.6K- 49.03% |
$6.78M - $6.81M
|
70.3K
$7.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
181K+ 24.44% |
$18.2M - $18.3M
|
923K
$92.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-883K- 42.05% |
$88.6M - $89M
|
1.22M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-22.9K- 79.12% |
$2.3M - $2.31M
|
6.06K
$609K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 11.99% |
$229K - $229K
|
16.7K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.34M+ 55.63% |
$336M - $337M
|
9.35M
$940M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
900+ 143.77% |
$90.3K - $90.7K
|
1.53K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
1.8MNew |
$181M - $181M
|
1.8M
$181M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
115+ 1.26% |
$11.5K - $11.6K
|
9.21K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
304+ 9.31% |
$30.5K - $30.6K
|
3.57K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-354- 5.43% |
$35.5K - $35.7K
|
6.16K
$620K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-2.08K- 1.12% |
$208K - $209K
|
183K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.65KNew |
$367K - $368K
|
3.65K
$367K
|
|