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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.73K- 10.33% |
$274K - $275K
|
23.7K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.48K+ 2.37% |
$349K - $350K
|
150K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
48.2K+ 227.05% |
$4.84M - $4.86M
|
69.5K
$6.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.38K+ 3.66% |
$639K - $642K
|
181K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 1.39% |
$502 - $504
|
364
$36.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-43- 6.66% |
$4.31K - $4.33K
|
603
$60.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.49K+ 2.85% |
$249K - $251K
|
89.8K
$8.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 84.66% |
$133K - $134K
|
241
$24.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-674- 11.54% |
$67.6K - $67.9K
|
5.17K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 7.06% |
$111K - $111K
|
16.7K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
594+ 1.79% |
$59.6K - $59.8K
|
33.7K
$3.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.4K+ 44.29% |
$843K - $846K
|
27.4K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$216K - $217K
|
2.16K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$1.5M - $1.51M
|
15K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.55K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.2K- 43.88% |
$722K - $725K
|
9.2K
$922K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.36K+ 6.72% |
$838K - $842K
|
133K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$6.02K - $6.04K
|
60
$6.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-201- 9.07% |
$20.2K - $20.2K
|
2.01K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 73.68% |
$35.1K - $35.3K
|
125
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 11.81% |
$3.94M - $3.96M
|
372K
$37.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
499+ 8.26% |
$50K - $50.3K
|
6.54K
$655K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 62.92% |
$389K - $391K
|
2.29K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.14K- 65.72% |
$716K - $719K
|
3.72K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-839- 0.88% |
$84.2K - $84.5K
|
94.9K
$9.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.05K- 72.72% |
$607K - $610K
|
2.27K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15.4K- 5.25% |
$1.55M - $1.55M
|
278K
$27.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
64K+ 182.37% |
$6.42M - $6.45M
|
99.1K
$9.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
38+ 0.92% |
$3.81K - $3.83K
|
4.17K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7.47KNew |
$749K - $752K
|
7.47K
$748K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
941+ 16.23% |
$94.4K - $94.8K
|
6.74K
$675K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 81.67% |
$2.33M - $2.34M
|
51.8K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 3.66% |
$2.49M - $2.5M
|
703K
$70.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.53K+ 13.65% |
$154K - $154K
|
12.8K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.84KNew |
$285K - $286K
|
2.84K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.22KNew |
$323K - $325K
|
3.22K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
65.8KNew |
$6.6M - $6.63M
|
65.8K
$6.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 0.39% |
$10K - $10.1K
|
25.3K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 11.31% |
$1.71M - $1.72M
|
168K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.59K- 4.39% |
$360K - $361K
|
78.2K
$7.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-19.5K- 8.9% |
$1.96M - $1.96M
|
200K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
720K+ 61.2% |
$72.2M - $72.5M
|
1.9M
$190M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-41.1K- 4.94% |
$4.13M - $4.14M
|
792K
$79.3M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-89K- 87.68% |
$8.93M - $8.97M
|
12.5K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$3.21K - $3.22K
|
32
$3.21K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 6.11% |
$1.93M - $1.94M
|
296K
$29.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.99KNew |
$701K - $704K
|
6.99K
$700K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-1K- 22.35% |
$100K - $101K
|
3.48K
$348K
|