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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.5M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-168- 7.71% |
$16.9K - $16.9K
|
2.01K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-135- 20.52% |
$13.5K - $13.6K
|
523
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 1.59% |
$9.53K - $9.56K
|
5.88K
$591K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-71.6K- 5.66% |
$7.17M - $7.21M
|
1.19M
$120M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.7K- 6.73% |
$2.77M - $2.79M
|
384K
$38.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13.4K- 76.55% |
$1.34M - $1.35M
|
4.1K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Bml Capital Management, LLC
Zionsville, IN |
SELL
|
- |
-10K- 3.7% |
$1M - $1.01M
|
260K
$26.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.76K- 10.9% |
$276K - $277K
|
22.5K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.17K- 48.59% |
$217K - $218K
|
2.29K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.52K- 25.13% |
$152K - $153K
|
4.51K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.27K- 33.7% |
$127K - $127K
|
2.49K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.15K- 35.75% |
$115K - $116K
|
2.07K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-279- 6.49% |
$27.9K - $28.1K
|
4.02K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-157- 3.76% |
$15.7K - $15.8K
|
4.02K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 1.68% |
$11.3K - $11.4K
|
6.63K
$666K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-69- 11.58% |
$6.91K - $6.95K
|
527
$53K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-65- 2.55% |
$6.51K - $6.55K
|
2.49K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.81% |
$5.01K - $5.04K
|
2.71K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-42- 0.02% |
$4.21K - $4.23K
|
213K
$21.4M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
325 Capital LLC
New York, NY |
SELL
|
- |
-152K- 78.33% |
$15.3M - $15.4M
|
42.2K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-73.4K- 99.89% |
$7.36M - $7.39M
|
83
$8.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-67.5K- 57.34% |
$6.77M - $6.8M
|
50.2K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 6.11% |
$1.93M - $1.94M
|
296K
$29.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-17.3K- 16.28% |
$1.73M - $1.74M
|
88.9K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.4K- 62.33% |
$1.35M - $1.35M
|
8.12K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8.68K- 5.43% |
$871K - $875K
|
151K
$15.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.78K- 4.4% |
$680K - $683K
|
147K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 62.92% |
$389K - $391K
|
2.29K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.83K- 16.05% |
$284K - $285K
|
14.8K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 47.37% |
$181K - $181K
|
2K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.76K- 23.07% |
$177K - $177K
|
5.87K
$590K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 84.66% |
$133K - $134K
|
241
$24.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.31K- 1.44% |
$131K - $132K
|
89.4K
$8.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-151- 2.56% |
$15.1K - $15.2K
|
5.76K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-43- 6.66% |
$4.31K - $4.33K
|
603
$60.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 50.0% |
$1.3K - $1.31K
|
13
$1.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.04% |
$100 - $101
|
2.33K
$234K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-554K- 92.91% |
$55.5M - $55.8M
|
42.2K
$4.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45.5K- 86.4% |
$4.56M - $4.58M
|
7.16K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.18K- 12.87% |
$920K - $924K
|
62.1K
$6.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.01K- 12.34% |
$402K - $404K
|
28.5K
$2.87M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.5K- 47.85% |
$251K - $252K
|
2.73K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$378K
|
|