Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129K+ 4.38% |
$12.8M - $12.9M
|
3.07M
$306M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 101.16% |
$1.97M - $1.97M
|
39.2K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.25K- 22.96% |
$125K - $126K
|
4.2K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-700- 8.77% |
$69.9K - $70.1K
|
7.28K
$727K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.07K+ 16.0% |
$307K - $308K
|
22.3K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.73K- 56.7% |
$372K - $374K
|
2.85K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$791K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
426+ 2.08% |
$42.5K - $42.7K
|
20.9K
$2.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22.6K+ 27.13% |
$2.25M - $2.26M
|
106K
$10.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$599 - $601
|
6
$599
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$899 - $902
|
9
$899
|
|
| Q4 2024 | |||||||
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-14.7K- 83.03% |
$1.47M - $1.47M
|
3K
$300K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 32.87% |
$2.38M - $2.39M
|
96.4K
$9.63M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
336+ 6.26% |
$33.5K - $33.7K
|
5.7K
$569K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.91K+ 12.54% |
$989K - $993K
|
88.9K
$8.88M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.22KNew |
$821K - $824K
|
8.22K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.4K+ 398.29% |
$5.23M - $5.25M
|
65.5K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$8.79K - $8.82K
|
88
$8.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.4K+ 187.42% |
$6.53M - $6.55M
|
100K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 29.96% |
$124K - $124K
|
2.9K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.29% |
$1.03M - $1.03M
|
179
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-582- 5.52% |
$58.1K - $58.3K
|
9.96K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 94.12% |
$1.6K - $1.6K
|
1
$99.8
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.35K- 14.26% |
$135K - $135K
|
8.13K
$811K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
170New |
$17K - $17K
|
170
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4K+ 112.04% |
$399K - $401K
|
7.57K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-250- 9.56% |
$25K - $25.1K
|
2.37K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
38.7KNew |
$3.86M - $3.88M
|
38.7K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 32.82% |
$265K - $266K
|
5.43K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 33.33% |
$25K - $25.1K
|
1K
$99.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.09K+ 238.54% |
$708K - $710K
|
10.1K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-790- 24.38% |
$78.9K - $79.2K
|
2.45K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.2% |
$3.49K - $3.51K
|
2.96K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.71KNew |
$770K - $773K
|
7.71K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.6K- 10.01% |
$2.85M - $2.86M
|
257K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.3K+ 32.37% |
$329K - $330K
|
13.5K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 4.34% |
$32.5K - $32.6K
|
7.17K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
102+ 0.71% |
$10.2K - $10.2K
|
14.4K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 35.71% |
$4.99K - $5.01K
|
190
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.02K- 72.57% |
$202K - $203K
|
765
$76.4K
|
|