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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
448K+ 99.12% |
$44.9M - $45.1M
|
900K
$90.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8K- 33.98% |
$2.29M - $2.29M
|
44.3K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-61- 1.69% |
$6.12K - $6.14K
|
3.54K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 93.33% |
$758K - $760K
|
15.6K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-44- 0.1% |
$4.41K - $4.43K
|
42K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 11.91% |
$106K - $107K
|
9.96K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.19K- 10.77% |
$721K - $723K
|
59.5K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 18.06% |
$1.17M - $1.17M
|
52.7K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.21K+ 214.45% |
$824K - $826K
|
12K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 33.63% |
$17.4M - $17.4M
|
688K
$69.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
135KNew |
$13.6M - $13.6M
|
135K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43K+ 13.61% |
$244K - $245K
|
20.3K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 140.72% |
$6.47M - $6.49M
|
110K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59.5K- 6.4% |
$5.97M - $5.99M
|
870K
$87.5M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.29K+ 23.29% |
$130K - $130K
|
6.85K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.31K+ 43.41% |
$633K - $635K
|
20.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.89K- 52.73% |
$491K - $493K
|
4.39K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-92.2K- 7.91% |
$9.25M - $9.28M
|
1.07M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-262K- 79.22% |
$26.3M - $26.4M
|
68.8K
$6.92M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.5K+ 37.79% |
$8.18M - $8.2M
|
297K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.4K+ 14.86% |
$4.25M - $4.27M
|
328K
$33M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.28K- 23.69% |
$831K - $834K
|
26.7K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
462K+ 51.4% |
$46.3M - $46.5M
|
1.36M
$137M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 48.34% |
$110K - $110K
|
3.36K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
790K+ 36.93% |
$79.2M - $79.5M
|
2.93M
$295M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
7.7KNew |
$772K - $775K
|
7.7K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 6.63% |
$132K - $133K
|
21.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
667K+ 64.96% |
$66.9M - $67.1M
|
1.69M
$170M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-93- 2.74% |
$9.33K - $9.36K
|
3.3K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.94K- 28.01% |
$195K - $195K
|
4.99K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-4.99K- 3.25% |
$500K - $502K
|
149K
$15M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
28.8K+ 7.32% |
$2.89M - $2.9M
|
422K
$42.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-58- 1.6% |
$5.82K - $5.84K
|
3.58K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-10.2KClosed |
$1.03M - $1.03M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.9K+ 6.48% |
$4.2M - $4.21M
|
688K
$69.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
67KNew |
$6.72M - $6.75M
|
67K
$6.74M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
557K+ 34.51% |
$55.9M - $56.1M
|
2.17M
$219M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-179- 84.04% |
$18K - $18K
|
34
$3.42K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9K+ 49.35% |
$3.1M - $3.11M
|
93.5K
$9.41M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.53K- 54.94% |
$554K - $556K
|
4.53K
$456K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
9.95K+ 162.65% |
$999K - $1M
|
16.1K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-335K- 95.61% |
$33.6M - $33.7M
|
15.4K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.42KNew |
$644K - $646K
|
6.42K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.25K- 37.15% |
$426K - $428K
|
7.19K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.7K+ 768.46% |
$1.68M - $1.68M
|
18.9K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
370K+ 147.34% |
$37.1M - $37.3M
|
621K
$62.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.4K- 31.58% |
$1.84M - $1.85M
|
39.8K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.46K+ 36.57% |
$548K - $550K
|
20.4K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-7.82K- 11.44% |
$785K - $788K
|
60.6K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-22.4K- 28.01% |
$2.25M - $2.26M
|
57.7K
$5.8M
|