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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.73KClosed |
$575K - $577K
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.1K- 65.21% |
$512K - $514K
|
2.72K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.66K- 12.14% |
$367K - $368K
|
26.5K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.27K- 0.91% |
$328K - $329K
|
355K
$35.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.47M
|
|
|
Nov 14, 2025
Q2 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.16KClosed |
$317K - $318K
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 42.59% |
$247K - $248K
|
3.32K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.46K- 54.5% |
$247K - $247K
|
2.05K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.4K- 48.87% |
$240K - $241K
|
2.51K
$252K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.36K- 20.62% |
$237K - $238K
|
9.09K
$914K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 43.71% |
$199K - $200K
|
2.55K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.67K- 13.82% |
$168K - $168K
|
10.4K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.27K- 7.15% |
$127K - $128K
|
16.5K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.14K- 33.07% |
$115K - $115K
|
2.31K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.1K- 0.75% |
$110K - $111K
|
146K
$14.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-895- 7.72% |
$89.8K - $90.1K
|
10.7K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-891- 31.23% |
$89.4K - $89.7K
|
1.96K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-866- 55.69% |
$86.9K - $87.2K
|
689
$69.3K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-800- 18.7% |
$80.3K - $80.6K
|
3.48K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-603- 17.95% |
$60.5K - $60.7K
|
2.76K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-380- 6.52% |
$38.1K - $38.3K
|
5.45K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-345- 7.11% |
$34.6K - $34.7K
|
4.51K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 11.08% |
$31.9K - $32K
|
2.55K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-313- 1.46% |
$31.4K - $31.5K
|
21.1K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-200- 3.2% |
$20.1K - $20.1K
|
6.05K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-195- 78.95% |
$19.6K - $19.6K
|
52
$5.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-189- 8.62% |
$19K - $19K
|
2K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 5.77% |
$18.9K - $18.9K
|
3.07K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 54.66% |
$13.5K - $13.6K
|
112
$11.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-47- 2.86% |
$4.72K - $4.73K
|
1.6K
$161K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.29% |
$3.61K - $3.63K
|
2.76K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 4.53% |
$1.91K - $1.91K
|
400
$40.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 1.77% |
$1.71K - $1.71K
|
945
$95K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 0.83% |
$702 - $705
|
836
$84K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.05% |
$401 - $403
|
8.83K
$888K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 20.0% |
$100 - $101
|
4
$402
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-240K- 43.43% |
$24M - $24.1M
|
312K
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-44.7K- 94.23% |
$4.48M - $4.5M
|
2.74K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-10.2KClosed |
$1.03M - $1.03M
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 45.03% |
$452K - $453K
|
5.5K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.41K- 55.14% |
$443K - $444K
|
3.59K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.25K- 37.15% |
$426K - $428K
|
7.19K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 43.38% |
$195K - $196K
|
2.54K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 10.97% |
$151K - $151K
|
12.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-1.32K- 0.92% |
$133K - $133K
|
143K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 33.35% |
$132K - $133K
|
2.64K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.28K- 29.73% |
$128K - $129K
|
3.03K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-943- 19.36% |
$94.6K - $94.9K
|
3.93K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-902- 73.87% |
$90.5K - $90.8K
|
319
$32.1K
|
|