Latest Institutional Sells of Ishares Trishares 0 3 Mnth Tre (SGOV)
This list provides information on the latest institutional transactions involving Ishares Trishares 0 3 Mnth Tre (SGOV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.04M- 99.25% |
$405M - $407M
|
30.5K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-820K- 46.97% |
$82.3M - $82.6M
|
926K
$92.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-524K- 98.42% |
$52.6M - $52.8M
|
8.44K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-366K- 9.74% |
$36.7M - $36.9M
|
3.39M
$340M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-322K- 73.47% |
$32.3M - $32.4M
|
116K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-310K- 25.47% |
$31.1M - $31.3M
|
909K
$91.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-309K- 94.82% |
$31M - $31.1M
|
16.9K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-276K- 22.78% |
$27.7M - $27.8M
|
936K
$93.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-254K- 99.11% |
$25.4M - $25.6M
|
2.27K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-243K- 12.87% |
$24.3M - $24.4M
|
1.64M
$165M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-234K- 40.35% |
$23.4M - $23.5M
|
345K
$34.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-212K- 93.9% |
$21.3M - $21.4M
|
13.8K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-210K- 95.63% |
$21.1M - $21.2M
|
9.61K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-201K- 16.11% |
$20.1M - $20.2M
|
1.05M
$105M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-199K- 74.68% |
$20M - $20.1M
|
67.5K
$6.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-199K- 78.32% |
$20M - $20M
|
55.1K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-193K- 98.03% |
$19.4M - $19.4M
|
3.87K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-160K- 63.13% |
$16M - $16.1M
|
93.2K
$9.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-158K- 70.03% |
$15.9M - $16M
|
67.8K
$6.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-155K- 80.53% |
$15.6M - $15.6M
|
37.6K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
325 Capital LLC
New York, NY |
SELL
|
- |
-152K- 78.33% |
$15.3M - $15.4M
|
42.2K
$4.23M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-89K- 87.68% |
$8.93M - $8.97M
|
12.5K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-82.7K- 25.96% |
$8.3M - $8.34M
|
236K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-78.6K- 24.49% |
$7.88M - $7.92M
|
242K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.5K- 46.56% |
$7.88M - $7.91M
|
90.1K
$9.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-73.4K- 99.89% |
$7.36M - $7.39M
|
83
$8.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-67.5K- 57.34% |
$6.77M - $6.8M
|
50.2K
$5.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-65.4K- 72.11% |
$6.56M - $6.58M
|
25.3K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-63.6K- 10.7% |
$6.38M - $6.41M
|
531K
$53.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-61.7K- 58.55% |
$6.19M - $6.22M
|
43.7K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.1K- 28.48% |
$6.12M - $6.15M
|
153K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-58.4K- 24.25% |
$5.86M - $5.88M
|
182K
$18.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-47.7K- 23.71% |
$4.79M - $4.81M
|
154K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-47.4K- 6.45% |
$4.75M - $4.77M
|
687K
$68.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 16.67% |
$4.55M - $4.57M
|
227K
$22.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-45.2K- 52.13% |
$4.53M - $4.55M
|
41.5K
$4.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-43.8K- 74.02% |
$4.39M - $4.41M
|
15.4K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-41.1K- 4.94% |
$4.13M - $4.14M
|
792K
$79.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 22.25% |
$4.03M - $4.05M
|
140K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-39.3K- 7.39% |
$3.95M - $3.96M
|
493K
$49.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37.4K- 3.07% |
$3.75M - $3.77M
|
1.18M
$118M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.4K- 72.49% |
$3.55M - $3.57M
|
13.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 8.76% |
$3.42M - $3.44M
|
355K
$35.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-33.9K- 23.91% |
$3.4M - $3.41M
|
108K
$10.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31.9K- 38.17% |
$3.19M - $3.21M
|
51.6K
$5.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30.9K- 25.15% |
$3.1M - $3.12M
|
92K
$9.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 22.89% |
$3.04M - $3.06M
|
102K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 20.17% |
$3M - $3.01M
|
118K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-29.6K- 30.35% |
$2.97M - $2.98M
|
67.9K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.5K- 57.42% |
$2.96M - $2.98M
|
21.9K
$2.2M
|