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 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.41K+ 2236.51% |
$141K - $142K
|
1.47K
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
255K+ 53.24% |
$25.6M - $25.7M
|
734K
$73.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$550K - $552K
|
5.48K
$551K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-63.6K- 10.7% |
$6.38M - $6.41M
|
531K
$53.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2K+ 15.45% |
$1.02M - $1.03M
|
76.3K
$7.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.1K- 33.88% |
$411K - $413K
|
8K
$804K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
463+ 5.99% |
$46.4K - $46.6K
|
8.19K
$823K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-11.7K- 51.09% |
$1.17M - $1.18M
|
11.2K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19.8K+ 10.3% |
$1.99M - $2M
|
213K
$21.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
431+ 16.83% |
$43.2K - $43.4K
|
2.99K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-2.65K- 7.92% |
$265K - $266K
|
30.8K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46.7K+ 8.94% |
$4.68M - $4.7M
|
568K
$57.1M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 159.48% |
$359K - $361K
|
5.83K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
38.5K+ 393.58% |
$3.86M - $3.88M
|
48.2K
$4.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.37K+ 87.56% |
$839K - $843K
|
17.9K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.99KNew |
$200K - $200K
|
1.99K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.75KNew |
$377K - $378K
|
3.75K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-225- 1.74% |
$22.6K - $22.7K
|
12.7K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.23K- 4.32% |
$926K - $930K
|
204K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.28KNew |
$529K - $531K
|
5.28K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 22.25% |
$4.03M - $4.05M
|
140K
$14.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.81K- 4.54% |
$683K - $686K
|
143K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.4K- 72.49% |
$3.55M - $3.57M
|
13.4K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 22.89% |
$3.04M - $3.06M
|
102K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
75.4K+ 149.4% |
$7.56M - $7.6M
|
126K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.45K+ 5.81% |
$747K - $751K
|
136K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-898- 0.24% |
$90.1K - $90.5K
|
376K
$37.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 14.1% |
$31K - $31.1K
|
1.88K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.69K+ 6.38% |
$571K - $573K
|
94.9K
$9.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-43- 0.34% |
$4.31K - $4.33K
|
12.5K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27K- 27.71% |
$228K - $229K
|
5.92K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 2.15% |
$5.02K - $5.04K
|
2.38K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.1K+ 195.55% |
$1.72M - $1.73M
|
25.9K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
90+ 900.0% |
$9.03K - $9.07K
|
100
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
50+ 1.32% |
$5.02K - $5.04K
|
3.85K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.45K- 13.87% |
$246K - $247K
|
15.2K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 7354.9% |
$376K - $378K
|
3.8K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-100- 2.9% |
$10K - $10.1K
|
3.35K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-10- 0.43% |
$1K - $1.01K
|
2.3K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.41K+ 90.54% |
$442K - $444K
|
9.27K
$932K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
14K+ 7.64% |
$1.4M - $1.41M
|
197K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
10K+ 220.78% |
$1.01M - $1.01M
|
14.6K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-61.7K- 58.55% |
$6.19M - $6.22M
|
43.7K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.84K- 21.13% |
$686K - $689K
|
25.5K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.8K- 4.95% |
$281K - $282K
|
53.8K
$5.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3.3K- 22.1% |
$331K - $332K
|
11.6K
$1.17M
|