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 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
213K+ 58.7% |
$21.4M - $21.5M
|
577K
$58M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.99K- 24.91% |
$199K - $200K
|
5.99K
$602K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-64- 0.45% |
$6.41K - $6.44K
|
14.2K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.89K+ 287.89% |
$891K - $896K
|
12K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
108K+ 28.89% |
$10.8M - $10.8M
|
480K
$48.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 11.93% |
$4.24M - $4.27M
|
313K
$31.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.68% |
$5.51K - $5.54K
|
8.09K
$814K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.1K- 12.0% |
$1.62M - $1.63M
|
118K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 507.44% |
$14.7M - $14.8M
|
176K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
582+ 7.11% |
$58.3K - $58.6K
|
8.77K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.16K+ 17.96% |
$717K - $721K
|
47K
$4.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
428K+ 36.24% |
$42.9M - $43.1M
|
1.61M
$162M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12.3KNew |
$1.23M - $1.24M
|
12.3K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
49.3K+ 96.19% |
$4.94M - $4.96M
|
101K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 36.41% |
$442K - $445K
|
16.5K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97.3K+ 82.17% |
$9.74M - $9.79M
|
216K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33KNew |
$3.3M - $3.32M
|
33K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17K- 3.46% |
$1.71M - $1.72M
|
476K
$47.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25.2K+ 215.39% |
$2.53M - $2.54M
|
36.9K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-120K- 60.41% |
$12M - $12.1M
|
78.7K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16.3K- 11.14% |
$1.63M - $1.64M
|
130K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.18K- 4.68% |
$318K - $320K
|
64.7K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-74- 2.0% |
$7.41K - $7.45K
|
3.63K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.14MNew |
$214M - $215M
|
2.14M
$215M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-72- 2.08% |
$7.21K - $7.25K
|
3.39K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-885- 2.23% |
$88.6K - $89.1K
|
38.8K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-279- 6.49% |
$27.9K - $28.1K
|
4.02K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
64.9KNew |
$6.5M - $6.53M
|
64.9K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.18K+ 3.54% |
$218K - $219K
|
63.6K
$6.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13.4K- 76.55% |
$1.34M - $1.35M
|
4.1K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83.5K+ 527.0% |
$8.37M - $8.41M
|
99.4K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Bml Capital Management, LLC
Zionsville, IN |
SELL
|
- |
-10K- 3.7% |
$1M - $1.01M
|
260K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$401 - $403
|
4
$402
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
40.5K+ 205.8% |
$4.05M - $4.08M
|
60.1K
$6.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
73.1K+ 6.88% |
$7.32M - $7.36M
|
1.14M
$114M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
141K+ 1952.05% |
$14.1M - $14.2M
|
148K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13.1K- 25.65% |
$1.32M - $1.32M
|
38.1K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.69KNew |
$871K - $875K
|
8.69K
$874K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 33.51% |
$224K - $225K
|
8.9K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-160- 7.31% |
$16K - $16.1K
|
2.03K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195KNew |
$19.5M - $19.7M
|
195K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 10.56% |
$1.01M - $1.02M
|
85.6K
$8.61M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.66KNew |
$267K - $268K
|
2.66K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-985- 92.75% |
$98.7K - $99.2K
|
77
$7.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
36.4KNew |
$3.65M - $3.67M
|
36.4K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.5K- 13.36% |
$150K - $151K
|
9.7K
$976K
|