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 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-603- 17.95% |
$60.5K - $60.7K
|
2.76K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30K+ 27.29% |
$3.01M - $3.02M
|
140K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.61K+ 53.39% |
$763K - $766K
|
21.9K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 4.3% |
$242K - $243K
|
58.4K
$5.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 15.56% |
$1.94M - $1.94M
|
105K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.29K- 12.84% |
$130K - $130K
|
8.77K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-818- 66.07% |
$82.1K - $82.4K
|
420
$42.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10.1K- 54.41% |
$1.01M - $1.02M
|
8.46K
$851K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
962+ 41.38% |
$96.5K - $96.9K
|
3.29K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 54.66% |
$13.5K - $13.6K
|
112
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-37.8K- 12.54% |
$3.8M - $3.81M
|
264K
$26.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
10.8K+ 79.77% |
$1.08M - $1.09M
|
24.3K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
77+ 3.14% |
$7.73K - $7.75K
|
2.53K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-462- 2.72% |
$46.4K - $46.5K
|
16.5K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
650+ 8.27% |
$65.2K - $65.5K
|
8.51K
$856K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-60.5K- 24.71% |
$6.07M - $6.09M
|
184K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-22.2K- 3.96% |
$2.23M - $2.23M
|
538K
$54.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 4.53% |
$1.91K - $1.91K
|
400
$40.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.71KNew |
$774K - $777K
|
7.71K
$776K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.6K- 5.94% |
$4.07M - $4.08M
|
642K
$64.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.39KNew |
$341K - $342K
|
3.39K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
18.3KNew |
$1.84M - $1.85M
|
18.3K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18.3KNew |
$1.84M - $1.85M
|
18.3K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
50.5K+ 2.98% |
$5.06M - $5.08M
|
1.74M
$175M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.8K- 46.92% |
$5.2M - $5.22M
|
58.6K
$5.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.05K- 0.58% |
$105K - $105K
|
178K
$17.9M
|
|
|
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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 5.05% |
$11.8K - $11.9K
|
2.22K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.9K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.75K- 16.22% |
$175K - $176K
|
9.02K
$908K
|
|
|
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
|
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
|