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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.52K- 8.98% |
$854K - $858K
|
86.4K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 1.75% |
$269K - $271K
|
156K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 2.85% |
$21.6K - $21.8K
|
7.8K
$785K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.7K- 12.49% |
$170K - $171K
|
11.9K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.63K+ 4.9% |
$664K - $668K
|
142K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 1.37% |
$18.4K - $18.5K
|
13.6K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
182KNew |
$18.3M - $18.4M
|
182K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 4.1% |
$742K - $746K
|
188K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
148+ 1.16% |
$14.8K - $14.9K
|
12.9K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.5K+ 167.31% |
$1.45M - $1.46M
|
23.2K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
463+ 12.34% |
$46.4K - $46.6K
|
4.22K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.02K+ 78.87% |
$703K - $707K
|
15.9K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 0.63% |
$48K - $48.2K
|
76.7K
$7.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 1.65% |
$601 - $604
|
370
$37.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
310K+ 128.51% |
$31.1M - $31.2M
|
551K
$55.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.2K+ 21.15% |
$1.22M - $1.22M
|
69.7K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-18.8K- 54.0% |
$1.89M - $1.9M
|
16K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.03% |
$401 - $403
|
14.3K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.65K+ 9.5% |
$866K - $871K
|
99.7K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 46.3% |
$125K - $126K
|
3.95K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
887+ 0.9% |
$88.8K - $89.3K
|
99.6K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 303.8% |
$4.43M - $4.46M
|
58.8K
$5.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 8.45% |
$1.79M - $1.8M
|
229K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.01M- 98.82% |
$302M - $303M
|
35.9K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.23K+ 24.63% |
$825K - $829K
|
41.7K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.77K+ 6.57% |
$578K - $581K
|
93.6K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.81% |
$5.01K - $5.04K
|
2.71K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
10.8K+ 11.58% |
$1.08M - $1.09M
|
104K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
187+ 0.35% |
$18.7K - $18.8K
|
53.3K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
46+ 1.62% |
$4.61K - $4.63K
|
2.88K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$147K - $148K
|
10.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.13% |
$100 - $101
|
33
$3.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 1.51% |
$1K - $1.01K
|
671
$67.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-357K- 34.71% |
$35.8M - $36M
|
672K
$67.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.54K+ 18.42% |
$756K - $760K
|
48.5K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 20.36% |
$1.61M - $1.62M
|
95.1K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.11K+ 20.88% |
$412K - $414K
|
23.8K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-798- 11.97% |
$79.9K - $80.4K
|
5.87K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
574+ 2.29% |
$57.5K - $57.8K
|
25.6K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
772+ 2.19% |
$77.3K - $77.7K
|
36K
$3.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.64K- 17.15% |
$264K - $265K
|
12.7K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|