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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 2.26% |
$2.11M - $2.12M
|
954K
$96M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.9K+ 12.71% |
$3.91M - $3.92M
|
345K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-276K- 22.78% |
$27.7M - $27.8M
|
936K
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 1.25% |
$246K - $247K
|
193K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153K+ 27.03% |
$15.4M - $15.4M
|
720K
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.94K+ 28.22% |
$495K - $497K
|
22.4K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$341K - $342K
|
3.4K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
15.2KNew |
$1.52M - $1.53M
|
15.2K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.62K- 44.33% |
$564K - $566K
|
7.06K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-254K- 99.11% |
$25.4M - $25.6M
|
2.27K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.95K- 14.8% |
$697K - $700K
|
40K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.1K+ 152.08% |
$1.01M - $1.02M
|
16.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 1.94% |
$3.71K - $3.73K
|
1.87K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 20.17% |
$3M - $3.01M
|
118K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.21KNew |
$322K - $324K
|
3.21K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 3.44% |
$189K - $190K
|
56.8K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 8.76% |
$3.42M - $3.44M
|
355K
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$807K - $811K
|
8.05K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.47KNew |
$348K - $349K
|
3.47K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 11.55% |
$797K - $800K
|
60.9K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.2K- 47.13% |
$1.22M - $1.23M
|
13.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$224K - $225K
|
2.24K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.4K- 28.68% |
$1.04M - $1.05M
|
25.8K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3K+ 73.06% |
$2.74M - $2.75M
|
64.6K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.6K+ 284.2% |
$2.87M - $2.88M
|
38.6K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 34.73% |
$1.25M - $1.25M
|
48.2K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-310K- 25.47% |
$31.1M - $31.3M
|
909K
$91.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28K+ 115.03% |
$2.81M - $2.82M
|
52.3K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70.1K+ 20.02% |
$7.04M - $7.07M
|
421K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.32% |
$2.31M - $2.32M
|
555K
$55.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-356- 11.85% |
$35.7K - $35.9K
|
2.65K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
42+ 1.34% |
$4.21K - $4.23K
|
3.19K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-205- 5.64% |
$20.6K - $20.7K
|
3.43K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-366K- 9.74% |
$36.7M - $36.9M
|
3.39M
$342M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
590K+ 13.39% |
$59.1M - $59.4M
|
4.99M
$503M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-377- 41.47% |
$37.8K - $38K
|
532
$53.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ursa Fund Management, LLC
|
BUY
|
- |
43.3K+ 32.31% |
$4.34M - $4.36M
|
177K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
402K+ 60.75% |
$40.3M - $40.5M
|
1.06M
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 42.8% |
$1.32M - $1.33M
|
44K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
45.8K+ 9.05% |
$4.59M - $4.61M
|
552K
$55.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-56- 2.11% |
$5.62K - $5.64K
|
2.59K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
125K+ 517.45% |
$12.5M - $12.6M
|
149K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$1.19M - $1.2M
|
11.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.12K+ 2.92% |
$915K - $919K
|
321K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.66K- 26.45% |
$266K - $268K
|
7.39K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1KNew |
$2.82M - $2.83M
|
28.1K
$2.83M
|