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
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
3.65KNew |
$367K - $368K
|
3.65K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5.85KNew |
$587K - $589K
|
5.85K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.6K- 50.06% |
$1.27M - $1.27M
|
12.6K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
16.9K+ 65.11% |
$1.7M - $1.7M
|
42.9K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.54K+ 10.33% |
$857K - $860K
|
91.2K
$9.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.05K+ 12.9% |
$206K - $207K
|
18K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.57K- 22.11% |
$760K - $763K
|
26.7K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
18.8K+ 21.03% |
$1.88M - $1.89M
|
108K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.9K- 12.35% |
$3.7M - $3.72M
|
262K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.93K+ 38.97% |
$395K - $396K
|
14K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
15.9K+ 26.47% |
$1.59M - $1.6M
|
75.7K
$7.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.1KNew |
$813K - $816K
|
8.1K
$815K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
260+ 13.07% |
$26.1K - $26.2K
|
2.25K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.64K+ 76.79% |
$366K - $367K
|
8.39K
$843K
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.31K- 1.39% |
$131K - $132K
|
93K
$9.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-12.1K- 25.88% |
$1.22M - $1.22M
|
34.7K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.5K- 40.39% |
$1.26M - $1.26M
|
18.5K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
8+ 1.07% |
$803 - $806
|
753
$75.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.13K+ 24.52% |
$114K - $114K
|
5.75K
$578K
|
|
|
Nov 10, 2025
Q3 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-228K- 88.87% |
$22.8M - $22.9M
|
28.5K
$2.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-14.4K- 14.73% |
$1.44M - $1.45M
|
83.2K
$8.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-765- 66.06% |
$76.8K - $77.1K
|
393
$39.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-126- 0.08% |
$12.6K - $12.7K
|
158K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.52K+ 76.75% |
$253K - $253K
|
5.79K
$582K
|
|
|
Nov 10, 2025
Q3 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
2.62K+ 7.62% |
$263K - $264K
|
37K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.7M- 98.02% |
$171M - $172M
|
34.5K
$3.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
3.98KNew |
$399K - $401K
|
3.98K
$400K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.4K+ 42.76% |
$3.15M - $3.17M
|
105K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.1K+ 14.19% |
$2.21M - $2.22M
|
178K
$17.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.74K- 7.1% |
$476K - $478K
|
62K
$6.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.69K+ 6.57% |
$170K - $170K
|
27.4K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-193K- 14.19% |
$19.3M - $19.4M
|
1.16M
$117M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.33K- 14.92% |
$234K - $235K
|
13.3K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
118K+ 69.56% |
$11.9M - $11.9M
|
288K
$28.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.71K- 6.93% |
$573K - $575K
|
76.7K
$7.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
SELL
|
- |
-2.14K- 11.45% |
$215K - $216K
|
16.6K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
741+ 18.24% |
$74.4K - $74.6K
|
4.8K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.39KNew |
$240K - $240K
|
2.39K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
581+ 1.21% |
$58.3K - $58.5K
|
48.8K
$4.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
63.1K+ 14.41% |
$6.33M - $6.36M
|
501K
$50.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 1.98% |
$168K - $169K
|
86.2K
$8.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
24K+ 71.35% |
$2.41M - $2.42M
|
57.7K
$5.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 14.02% |
$222K - $223K
|
13.6K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.47K- 51.18% |
$248K - $249K
|
2.36K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-66.9K- 4.48% |
$6.72M - $6.74M
|
1.43M
$143M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.99K+ 18.03% |
$601K - $603K
|
39.2K
$3.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
323+ 0.72% |
$32.4K - $32.5K
|
44.9K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.22K+ 36.41% |
$223K - $224K
|
8.33K
$837K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-559- 6.91% |
$56.1K - $56.3K
|
7.54K
$757K
|
|