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 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.05M+ 1292.88% |
$106M - $106M
|
1.14M
$114M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 5.76% |
$165K - $166K
|
30.2K
$3.04M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.19K+ 18.02% |
$822K - $824K
|
53.6K
$5.4M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.2K- 1.24% |
$120K - $120K
|
95K
$9.56M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.7KNew |
$1.78M - $1.78M
|
17.7K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.21K+ 108.77% |
$422K - $423K
|
8.07K
$812K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
103K+ 11.76% |
$10.3M - $10.4M
|
979K
$98.5M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.42KNew |
$745K - $747K
|
7.42K
$747K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$156K - $156K
|
217K
$21.8M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.37% |
$6.12K - $6.14K
|
16.5K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1- 1.3% |
$100 - $101
|
76
$7.65K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$454K
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.86K+ 5.09% |
$186K - $187K
|
38.3K
$3.85M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38.7K+ 20.2% |
$3.89M - $3.9M
|
230K
$23.2M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-240K- 43.43% |
$24M - $24.1M
|
312K
$31.4M
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
17.7K+ 318.37% |
$1.78M - $1.79M
|
23.3K
$2.34M
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$3.26M - $3.28M
|
32.5K
$3.27M
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
126K+ 23.79% |
$12.6M - $12.6M
|
653K
$65.7M
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
247New |
$24.8K - $24.9K
|
247
$24.9K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 15.73% |
$4.94M - $4.96M
|
362K
$36.4M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-832- 1.8% |
$83.5K - $83.8K
|
45.3K
$4.56M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.84K- 9.42% |
$185K - $185K
|
17.7K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-33.5K- 30.64% |
$3.36M - $3.37M
|
75.8K
$7.63M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 0.12% |
$1.2K - $1.21K
|
10.1K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 36.96% |
$12.7M - $12.8M
|
471K
$47.4M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
62.3K+ 40.0% |
$6.25M - $6.27M
|
218K
$22M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
181K+ 139.06% |
$18.1M - $18.2M
|
310K
$31.2M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-886- 6.96% |
$88.9K - $89.2K
|
11.8K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
161KNew |
$16.2M - $16.2M
|
161K
$16.2M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
647+ 17.3% |
$64.9K - $65.1K
|
4.39K
$441K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
983+ 9.96% |
$98.6K - $99K
|
10.9K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 16.19% |
$326K - $327K
|
23.3K
$2.35M
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-560- 0.87% |
$56.2K - $56.4K
|
64.1K
$6.45M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.55K+ 48.27% |
$255K - $256K
|
7.82K
$787K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.22K+ 9.9% |
$122K - $123K
|
13.5K
$1.36M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 94.97% |
$2.35M - $2.35M
|
1.24K
$125K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
463K+ 6277.87% |
$46.4M - $46.6M
|
470K
$47.3M
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-311K- 63.68% |
$31.3M - $31.4M
|
178K
$17.9M
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.42K+ 48.46% |
$242K - $243K
|
7.4K
$744K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.2K+ 210.05% |
$422K - $423K
|
6.2K
$624K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-68- 1.31% |
$6.82K - $6.85K
|
5.12K
$515K
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
48.1K+ 164.58% |
$4.83M - $4.85M
|
77.4K
$7.79M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.1K+ 95.55% |
$1.21M - $1.22M
|
24.7K
$2.49M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.88KNew |
$289K - $290K
|
2.88K
$290K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.87K- 9.44% |
$489K - $490K
|
46.7K
$4.7M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$255K - $256K
|
2.54K
$256K
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52.4K+ 1966.79% |
$5.25M - $5.27M
|
55K
$5.54M
|