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 |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
11.2KNew |
$1.13M - $1.13M
|
11.2K
$1.13M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
35New |
$3.51K - $3.53K
|
35
$3.52K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
27.6K+ 799.31% |
$2.78M - $2.79M
|
31.1K
$3.13M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-20.6K- 8.71% |
$2.06M - $2.07M
|
216K
$21.7M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-3.21K- 20.92% |
$322K - $323K
|
12.1K
$1.22M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.47K- 49.48% |
$248K - $249K
|
2.52K
$254K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.56KNew |
$257K - $258K
|
2.56K
$258K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.1K+ 59.41% |
$1.01M - $1.01M
|
27K
$2.72M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.5M- 45.45% |
$151M - $152M
|
1.81M
$182M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 7.75% |
$11.3K - $11.4K
|
1.35K
$135K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.95K- 3.0% |
$196K - $196K
|
63.1K
$6.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.31K+ 5.62% |
$231K - $232K
|
43.3K
$4.35M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.2K+ 12.2% |
$1.02M - $1.02M
|
93.4K
$9.39M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.45KNew |
$647K - $650K
|
6.45K
$648K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
14.3KNew |
$1.43M - $1.44M
|
14.3K
$1.44M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.4K+ 3.73% |
$6.67M - $6.69M
|
1.85M
$186M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.08K- 2.94% |
$209K - $210K
|
68.8K
$6.92M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-627- 23.86% |
$62.9K - $63.2K
|
2K
$201K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.25KNew |
$828K - $831K
|
8.25K
$829K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.6K+ 5.94% |
$1.57M - $1.57M
|
279K
$28M
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.74K- 20.71% |
$174K - $175K
|
6.64K
$668K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.36M+ 112.19% |
$136M - $137M
|
2.57M
$258M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
45.2KNew |
$4.54M - $4.55M
|
45.2K
$4.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 7.63% |
$17.7M - $17.8M
|
2.49M
$250M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.23K+ 7.34% |
$826K - $829K
|
120K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
205New |
$20.6K - $20.7K
|
205
$20.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.6K+ 5.66% |
$6.48M - $6.5M
|
1.21M
$121M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9K+ 11.85% |
$1.19M - $1.19M
|
112K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
996KNew |
$100M - $100M
|
996K
$100M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.37KNew |
$238K - $239K
|
2.37K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-9.37K- 10.06% |
$941K - $944K
|
83.8K
$8.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-467- 8.38% |
$46.9K - $47K
|
5.11K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-35- 0.59% |
$3.51K - $3.53K
|
5.94K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.94K+ 14.13% |
$597K - $599K
|
48K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
85.5K+ 31.01% |
$8.58M - $8.61M
|
361K
$36.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.65K+ 3.89% |
$266K - $267K
|
70.8K
$7.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21+ 2100.0% |
$2.11K - $2.12K
|
22
$2.21K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.2K+ 180.1% |
$5.54M - $5.56M
|
85.8K
$8.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.96KNew |
$799K - $802K
|
7.96K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.5K+ 20.13% |
$8.28M - $8.31M
|
492K
$49.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 25.46% |
$3.67M - $3.68M
|
180K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
535K+ 53.85% |
$53.7M - $53.9M
|
1.53M
$154M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
105K+ 10.34% |
$10.6M - $10.6M
|
1.12M
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.6K+ 5.92% |
$1.87M - $1.87M
|
333K
$33.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.9KNew |
$4.2M - $4.22M
|
41.9K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.5K+ 23.42% |
$4.06M - $4.08M
|
213K
$21.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-385- 6.42% |
$38.6K - $38.8K
|
5.61K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15KNew |
$1.51M - $1.51M
|
15K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-202K- 53.03% |
$20.2M - $20.3M
|
178K
$17.9M
|
|