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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$147K - $148K
|
10.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.13% |
$100 - $101
|
33
$3.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.47K- 5.53% |
$247K - $248K
|
42.1K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
464+ 2.29% |
$46.5K - $46.7K
|
20.8K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.9KNew |
$5.1M - $5.13M
|
50.9K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
610+ 0.45% |
$61.1K - $61.4K
|
136K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.71K- 4.81% |
$972K - $978K
|
192K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.72K- 3.12% |
$873K - $878K
|
271K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 39.57% |
$162K - $163K
|
2.47K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
578+ 18.3% |
$57.9K - $58.2K
|
3.74K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.15KNew |
$215K - $217K
|
2.15K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-183- 5.11% |
$18.3K - $18.4K
|
3.4K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
11.1KNew |
$1.11M - $1.11M
|
11.1K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.22K+ 48.52% |
$823K - $827K
|
25.1K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-324K- 32.3% |
$32.4M - $32.6M
|
679K
$68.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.7K- 12.68% |
$3.18M - $3.2M
|
219K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
146K+ 774.78% |
$14.6M - $14.7M
|
165K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.3K- 4.74% |
$1.73M - $1.74M
|
347K
$35M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-7.13K- 1.72% |
$715K - $718K
|
407K
$41M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.76K+ 136.99% |
$877K - $882K
|
15.1K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.54K+ 145.12% |
$354K - $356K
|
5.98K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$601 - $604
|
6
$604
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
332+ 1.4% |
$33.3K - $33.4K
|
24K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
710+ 30.52% |
$71.1K - $71.5K
|
3.04K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-95.2K- 17.93% |
$9.53M - $9.58M
|
436K
$43.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 0.24% |
$18.4K - $18.5K
|
76.1K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.6K+ 810.78% |
$4.96M - $4.99M
|
55.7K
$5.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
22.5K+ 144.49% |
$2.26M - $2.27M
|
38.1K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
438+ 21.86% |
$43.9K - $44.1K
|
2.44K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.78KNew |
$279K - $280K
|
2.78K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-222- 2.13% |
$22.2K - $22.4K
|
10.2K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-9.13K- 20.1% |
$914K - $919K
|
36.3K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 77.67% |
$1.7M - $1.71M
|
38.9K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-157- 3.76% |
$15.7K - $15.8K
|
4.02K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.52% |
$3.61K - $3.63K
|
2.34K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 0.27% |
$155K - $156K
|
567K
$57.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.15K+ 16.47% |
$516K - $519K
|
36.4K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.32K- 39.33% |
$232K - $233K
|
3.58K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.62KNew |
$663K - $666K
|
6.62K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.5K+ 52.03% |
$5.36M - $5.39M
|
156K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
26.1K+ 99.64% |
$2.61M - $2.63M
|
52.3K
$5.26M
|