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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 33.5% |
$211M - $212M
|
8.4M
$844M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57.6K- 52.22% |
$5.78M - $5.8M
|
52.7K
$5.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
104K+ 34.52% |
$10.5M - $10.5M
|
406K
$40.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-461- 5.97% |
$46.3K - $46.4K
|
7.26K
$730K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 20.0% |
$100 - $101
|
4
$402
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.8K+ 6.57% |
$281K - $282K
|
45.4K
$4.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.05% |
$401 - $403
|
8.83K
$888K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.24K+ 130.56% |
$325K - $327K
|
5.73K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.6K- 97.45% |
$261K - $262K
|
68
$6.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63.9K+ 132.46% |
$6.41M - $6.43M
|
112K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
443K+ 26.18% |
$44.5M - $44.6M
|
2.14M
$215M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56.7K+ 37.71% |
$5.69M - $5.71M
|
207K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.09M+ 243.93% |
$110M - $110M
|
1.54M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.92KNew |
$493K - $495K
|
4.92K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-9.46K- 3.29% |
$950K - $953K
|
278K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.95K+ 8.29% |
$698K - $700K
|
90.8K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.1K+ 19.92% |
$6.83M - $6.86M
|
410K
$41.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.99K- 35.53% |
$200K - $201K
|
3.62K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.57M+ 2212.11% |
$358M - $359M
|
3.73M
$375M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-25.3K- 8.92% |
$2.54M - $2.55M
|
258K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688K+ 100.03% |
$69.1M - $69.3M
|
1.38M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.58K+ 14.88% |
$259K - $260K
|
19.9K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.41KNew |
$242K - $243K
|
2.41K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.76K- 53.16% |
$979K - $983K
|
8.6K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
87K+ 143.53% |
$8.73M - $8.76M
|
148K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
698New |
$70K - $70.3K
|
698
$70.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.53K- 11.93% |
$856K - $859K
|
63K
$6.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
458K+ 50.88% |
$45.9M - $46.1M
|
1.36M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.67K- 10.11% |
$769K - $772K
|
68.1K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.1K- 13.21% |
$612K - $614K
|
40.1K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
174+ 3.85% |
$17.5K - $17.5K
|
4.7K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35.5K+ 100.33% |
$3.56M - $3.58M
|
70.9K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
90+ 0.24% |
$9.03K - $9.06K
|
38.2K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21.1K- 77.84% |
$2.11M - $2.12M
|
5.99K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.6K- 8.7% |
$461K - $463K
|
48.2K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.76M- 27.15% |
$177M - $177M
|
4.72M
$475M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 8.69% |
$579K - $581K
|
72.1K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
147KNew |
$14.8M - $14.8M
|
147K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.3K+ 7.89% |
$5.44M - $5.46M
|
742K
$74.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 51.08% |
$1.87M - $1.87M
|
17.8K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-77.7K- 24.17% |
$7.8M - $7.82M
|
244K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-123K- 80.75% |
$12.4M - $12.4M
|
29.4K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
262K+ 101.6% |
$26.3M - $26.4M
|
519K
$52.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.83KNew |
$485K - $487K
|
4.83K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-142- 43.83% |
$14.2K - $14.3K
|
182
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
717New |
$72K - $72.2K
|
717
$72K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|