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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.26KNew |
$327K - $329K
|
3.26K
$329K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-559- 0.36% |
$56K - $56.3K
|
153K
$15.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
70K+ 2744.1% |
$7.01M - $7.05M
|
72.6K
$7.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.25K+ 55.41% |
$526K - $528K
|
14.7K
$1.48M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.62KNew |
$463K - $465K
|
4.62K
$465K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.85K+ 103.83% |
$386K - $388K
|
7.56K
$761K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.97K+ 29.57% |
$998K - $1M
|
43.7K
$4.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.49KNew |
$450K - $452K
|
4.49K
$452K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 95.48% |
$673K - $677K
|
13.8K
$1.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$12.6K - $12.7K
|
126
$12.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 7.69% |
$100K - $101K
|
14K
$1.41M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.42K+ 1.6% |
$242K - $244K
|
154K
$15.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
167KNew |
$16.7M - $16.8M
|
167K
$16.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
31.3KNew |
$3.14M - $3.16M
|
31.3K
$3.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.3K+ 4.57% |
$130K - $130K
|
29.6K
$2.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$1.49M - $1.5M
|
14.9K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
27.1KNew |
$2.72M - $2.73M
|
27.1K
$2.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 31.33% |
$120K - $121K
|
2.63K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-40.1K- 51.53% |
$4.01M - $4.03M
|
37.7K
$3.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 8.9% |
$1.22M - $1.22M
|
124K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-391- 4.99% |
$39.2K - $39.4K
|
7.44K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 37.35% |
$394K - $396K
|
14.5K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344K+ 40.1% |
$34.4M - $34.6M
|
1.2M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 5.86% |
$5.6M - $5.63M
|
898K
$90.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.3K+ 13.42% |
$4.64M - $4.67M
|
392K
$39.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-212- 1.42% |
$21.2K - $21.3K
|
14.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-437- 12.66% |
$43.8K - $44K
|
3.02K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157K- 4.63% |
$15.7M - $15.8M
|
3.24M
$326M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.42MNew |
$143M - $143M
|
1.42M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.38K+ 23.17% |
$939K - $944K
|
49.8K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 40.14% |
$13M - $13M
|
452K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
929+ 14.51% |
$93K - $93.6K
|
7.33K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 38.4% |
$530K - $533K
|
19.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.01M+ 146.82% |
$101M - $102M
|
1.7M
$171M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 28.89% |
$1.64M - $1.65M
|
73.2K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
359KNew |
$35.9M - $36.1M
|
359K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
90.2K+ 9.63% |
$9.03M - $9.08M
|
1.03M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.66KNew |
$767K - $771K
|
7.66K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
620+ 6.7% |
$62.1K - $62.4K
|
9.87K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
10.9K+ 42.24% |
$1.1M - $1.1M
|
36.8K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
227+ 0.88% |
$22.7K - $22.9K
|
26K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.3K+ 34.47% |
$3.53M - $3.55M
|
138K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.93KNew |
$694K - $697K
|
6.93K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49.5K+ 237.02% |
$4.95M - $4.98M
|
70.3K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
501+ 1.78% |
$50.2K - $50.5K
|
28.6K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 48.29% |
$140K - $141K
|
4.3K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.3K+ 65.42% |
$4.23M - $4.26M
|
107K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-35.9K- 93.01% |
$3.6M - $3.62M
|
2.7K
$272K
|