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 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 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
$757K
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.23K+ 107.08% |
$525K - $527K
|
10.1K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.51K- 8.17% |
$352K - $353K
|
39.4K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.6KNew |
$3.37M - $3.38M
|
33.6K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.99K+ 4.39% |
$902K - $905K
|
214K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 0.85% |
$9.03K - $9.06K
|
10.7K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-11.3K- 67.42% |
$1.14M - $1.14M
|
5.47K
$551K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
120K+ 2332.32% |
$12M - $12.1M
|
125K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.1K+ 23.89% |
$2.22M - $2.22M
|
115K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-47.9K- 42.13% |
$4.8M - $4.82M
|
65.7K
$6.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
34K+ 68.5% |
$3.42M - $3.43M
|
83.7K
$8.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 4814.5% |
$18.5M - $18.5M
|
188K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.69K- 11.76% |
$170K - $170K
|
12.7K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.8K- 69.13% |
$1.68M - $1.69M
|
7.49K
$753K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 2.22% |
$959K - $962K
|
440K
$44.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-14.7K- 32.18% |
$1.47M - $1.48M
|
30.9K
$3.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 396.83% |
$50.2K - $50.4K
|
626
$63K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-2.84K- 10.19% |
$284K - $286K
|
25K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.75K+ 172.87% |
$577K - $579K
|
9.08K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
85+ 1.86% |
$8.53K - $8.56K
|
4.65K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.95K- 4.2% |
$798K - $801K
|
181K
$18.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.02KNew |
$203K - $204K
|
2.02K
$203K
|