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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-50- 0.05% |
$5.02K - $5.04K
|
104K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25K+ 441.01% |
$2.51M - $2.52M
|
30.6K
$3.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 1947.37% |
$297K - $298K
|
3.11K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.27% |
$100 - $101
|
80
$8.05K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 63.25% |
$1.66M - $1.67M
|
42.8K
$4.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
795+ 15.67% |
$79.8K - $80.1K
|
5.87K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-786- 18.52% |
$78.9K - $79.2K
|
3.46K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
354+ 22.13% |
$35.5K - $35.7K
|
1.95K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 7.96% |
$1.15M - $1.15M
|
155K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.6K- 35.26% |
$2.97M - $2.98M
|
54.3K
$5.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.04% |
$702 - $705
|
683
$68.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
29.5K+ 987.0% |
$2.96M - $2.97M
|
32.4K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-721- 9.53% |
$72.4K - $72.6K
|
6.84K
$689K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1K- 21.05% |
$100K - $101K
|
3.75K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.9K- 70.95% |
$2.1M - $2.1M
|
8.56K
$861K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-268K- 68.82% |
$26.9M - $26.9M
|
121K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.8K+ 278.03% |
$1.39M - $1.39M
|
18.8K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.34K- 77.69% |
$135K - $135K
|
386
$38.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.11K- 37.7% |
$412K - $414K
|
6.79K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 42.59% |
$247K - $248K
|
3.32K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.23% |
$1.81K - $1.81K
|
7.7K
$775K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-16K- 88.4% |
$1.61M - $1.62M
|
2.11K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
80KNew |
$8.02M - $8.05M
|
80K
$8.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.5K+ 5.48% |
$1.26M - $1.26M
|
241K
$24.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
73+ 0.89% |
$7.33K - $7.35K
|
8.31K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-20K- 10.79% |
$2.01M - $2.02M
|
166K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.84K+ 2.98% |
$285K - $286K
|
97.9K
$9.85M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.47KNew |
$248K - $249K
|
2.47K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30.4K+ 34.77% |
$3.05M - $3.07M
|
118K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.67K+ 6.88% |
$769K - $772K
|
119K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-15- 0.64% |
$1.51K - $1.51K
|
2.32K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
859+ 1.32% |
$86.2K - $86.5K
|
66K
$6.64M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
17.2K+ 192.45% |
$1.73M - $1.73M
|
26.2K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.9K- 7.72% |
$291K - $292K
|
34.6K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7K+ 3.18% |
$2.58M - $2.59M
|
834K
$83.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-119- 0.64% |
$11.9K - $12K
|
18.5K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.8K+ 169.99% |
$1.98M - $1.99M
|
31.4K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
418+ 19.58% |
$41.9K - $42.1K
|
2.55K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.17K+ 25.98% |
$117K - $118K
|
5.67K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
579+ 3.39% |
$58.1K - $58.3K
|
17.6K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.5K+ 18.55% |
$1.86M - $1.87M
|
118K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
9.47K+ 38.01% |
$950K - $953K
|
34.4K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387K- 49.45% |
$38.8M - $38.9M
|
395K
$39.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.62K+ 221.71% |
$865K - $868K
|
12.5K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.14% |
$268K - $269K
|
82.3K
$8.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
923+ 13.97% |
$92.6K - $93K
|
7.53K
$758K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.23K+ 54.33% |
$826K - $829K
|
23.4K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-132K- 9.11% |
$13.2M - $13.3M
|
1.32M
$132M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-6.71K- 37.74% |
$674K - $676K
|
11.1K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28.6K+ 23.95% |
$2.87M - $2.88M
|
148K
$14.9M
|