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 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
171K+ 1201.84% |
$17.1M - $17.2M
|
185K
$18.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 5.86% |
$2.28M - $2.29M
|
365K
$36.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.16K- 2.25% |
$317K - $318K
|
137K
$13.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
387K+ 180.66% |
$38.8M - $39M
|
601K
$60.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31.9K- 38.17% |
$3.19M - $3.21M
|
51.6K
$5.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
35.2KNew |
$3.53M - $3.55M
|
35.2K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.78K- 4.4% |
$680K - $683K
|
147K
$14.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.62K+ 22.3% |
$163K - $163K
|
8.9K
$894K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$209K - $210K
|
2.08K
$209K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-65.4K- 72.11% |
$6.56M - $6.58M
|
25.3K
$2.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.5KNew |
$1.15M - $1.16M
|
11.5K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 3.17% |
$165K - $166K
|
53.7K
$5.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-536- 33.82% |
$53.8K - $54K
|
1.05K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.62K- 11.19% |
$363K - $364K
|
28.7K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.76K- 64.41% |
$979K - $983K
|
5.39K
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
7.35K+ 70.66% |
$737K - $741K
|
17.8K
$1.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.05K+ 22.69% |
$707K - $710K
|
38.1K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.9KNew |
$2.09M - $2.1M
|
20.9K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
440+ 10.13% |
$44.1K - $44.3K
|
4.78K
$481K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-199K- 74.68% |
$20M - $20.1M
|
67.5K
$6.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
66.9K+ 36.48% |
$6.71M - $6.74M
|
250K
$25.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
11.6K+ 34.48% |
$1.17M - $1.17M
|
45.4K
$4.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
44.6K+ 119.75% |
$4.48M - $4.5M
|
81.9K
$8.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-417- 38.79% |
$41.8K - $42K
|
658
$66.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.1K+ 47.38% |
$3.22M - $3.23M
|
99.8K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5K+ 6.1% |
$502K - $504K
|
87K
$8.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-524K- 98.42% |
$52.6M - $52.8M
|
8.44K
$848K
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
107+ 2.94% |
$10.7K - $10.8K
|
3.75K
$377K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-210K- 95.63% |
$21.1M - $21.2M
|
9.61K
$966K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.35K- 27.84% |
$135K - $136K
|
3.5K
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
5.03K+ 31.05% |
$505K - $507K
|
21.2K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.3K- 79.8% |
$1.83M - $1.84M
|
4.63K
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 2.63% |
$4.81K - $4.84K
|
1.87K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
40.5K+ 26.14% |
$4.06M - $4.08M
|
195K
$19.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-58.4K- 24.25% |
$5.86M - $5.88M
|
182K
$18.3M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 12.93% |
$117K - $117K
|
7.84K
$787K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5.96KNew |
$598K - $601K
|
5.96K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
112K+ 2995.01% |
$11.2M - $11.2M
|
115K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
145K+ 598.95% |
$14.5M - $14.6M
|
169K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
8+ 0.17% |
$802 - $806
|
4.78K
$480K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.21K+ 4.9% |
$221K - $222K
|
47.3K
$4.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 13.83% |
$95.8K - $96.2K
|
5.95K
$598K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28.7K+ 23.32% |
$2.87M - $2.89M
|
152K
$15.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4.69KNew |
$470K - $472K
|
4.69K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.46K+ 23.13% |
$246K - $247K
|
13.1K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-786- 41.79% |
$78.8K - $79.2K
|
1.1K
$110K
|