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 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.89K+ 9.37% |
$290K - $291K
|
33.7K
$3.39M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102K+ 16.94% |
$10.2M - $10.3M
|
703K
$70.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$100 - $101
|
64.7K
$6.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.58KNew |
$359K - $361K
|
3.58K
$360K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
913+ 1.51% |
$91.6K - $92K
|
61.5K
$6.18M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
411KNew |
$41.3M - $41.4M
|
411K
$41.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.47KNew |
$950K - $954K
|
9.47K
$952K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 8.94% |
$5.02K - $5.04K
|
509
$51.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-620- 5.64% |
$62.2K - $62.5K
|
10.4K
$1.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9- 0.35% |
$903 - $907
|
2.55K
$256K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-330- 7.94% |
$33.1K - $33.2K
|
3.83K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.58% |
$2.31K - $2.32K
|
3.96K
$398K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 15.35% |
$2.47M - $2.48M
|
185K
$18.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-45- 5.57% |
$4.51K - $4.53K
|
763
$76.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.99KNew |
$1M - $1.01M
|
9.99K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.5K+ 44.95% |
$3.16M - $3.17M
|
102K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
BUY
|
- |
112+ 0.09% |
$11.2K - $11.3K
|
125K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
87K+ 54.76% |
$8.73M - $8.77M
|
246K
$24.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
19.3KNew |
$1.94M - $1.95M
|
19.3K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-23.5K- 14.66% |
$2.35M - $2.36M
|
137K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 3.44% |
$189K - $190K
|
56.8K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.4K- 28.68% |
$1.04M - $1.05M
|
25.8K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$224K - $225K
|
2.24K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.2K- 47.13% |
$1.22M - $1.23M
|
13.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 11.55% |
$797K - $800K
|
60.9K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.47KNew |
$348K - $349K
|
3.47K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$807K - $811K
|
8.05K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 8.76% |
$3.42M - $3.44M
|
355K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3K+ 73.06% |
$2.74M - $2.75M
|
64.6K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.6K+ 284.2% |
$2.87M - $2.88M
|
38.6K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 34.73% |
$1.25M - $1.25M
|
48.2K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-366K- 9.74% |
$36.7M - $36.9M
|
3.39M
$341M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-205- 5.64% |
$20.6K - $20.7K
|
3.43K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
42+ 1.34% |
$4.21K - $4.23K
|
3.19K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-356- 11.85% |
$35.7K - $35.9K
|
2.65K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.32% |
$2.31M - $2.32M
|
555K
$55.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70.1K+ 20.02% |
$7.04M - $7.07M
|
421K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28K+ 115.03% |
$2.81M - $2.82M
|
52.3K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-310K- 25.47% |
$31.1M - $31.3M
|
909K
$91.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.21KNew |
$322K - $324K
|
3.21K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 20.17% |
$3M - $3.01M
|
118K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.9KNew |
$992K - $997K
|
9.9K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 1.25% |
$246K - $247K
|
193K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-276K- 22.78% |
$27.7M - $27.8M
|
936K
$94.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.9K+ 12.71% |
$3.91M - $3.92M
|
345K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 2.26% |
$2.11M - $2.12M
|
954K
$95.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.5K- 25.0% |
$2.16M - $2.17M
|
64.5K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$160K - $160K
|
1.59K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.21K+ 66.62% |
$423K - $425K
|
10.5K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.3M
|