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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
754+ 57.21% |
$75.7K - $75.9K
|
2.07K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
5+ 0.68% |
$502 - $503
|
737
$74.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.05KNew |
$808K - $810K
|
8.05K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-47.3K- 9.94% |
$4.75M - $4.77M
|
429K
$43.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-902- 73.87% |
$90.5K - $90.8K
|
319
$32.1K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
431K+ 790.33% |
$43.3M - $43.4M
|
486K
$48.9M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.88K+ 108.57% |
$590K - $592K
|
11.3K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.94KNew |
$496K - $497K
|
4.94K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.72KNew |
$774K - $777K
|
7.72K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.12K+ 11.46% |
$414K - $415K
|
40.1K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.39KNew |
$240K - $241K
|
2.39K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-18.1K- 47.6% |
$1.82M - $1.83M
|
20K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 1.27% |
$4.82K - $4.83K
|
3.82K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 23.72% |
$333K - $334K
|
17.3K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
156K+ 241.28% |
$15.7M - $15.8M
|
221K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
53.2K+ 351.13% |
$5.34M - $5.35M
|
68.3K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-167K- 10.39% |
$16.8M - $16.8M
|
1.44M
$145M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8KNew |
$381K - $383K
|
3.8K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
104K+ 819.48% |
$10.4M - $10.4M
|
116K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.14KNew |
$215K - $215K
|
2.14K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.9K+ 616.06% |
$2.1M - $2.11M
|
24.3K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.33K- 14.95% |
$133K - $134K
|
7.54K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15.6K- 38.54% |
$1.56M - $1.57M
|
24.8K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-23K- 32.74% |
$2.31M - $2.32M
|
47.3K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.13KNew |
$615K - $617K
|
6.13K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 2.35% |
$126K - $127K
|
54.8K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
28KNew |
$2.81M - $2.82M
|
28K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.31K+ 18.02% |
$432K - $434K
|
28.2K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 1.21% |
$3.71K - $3.73K
|
3.03K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-639- 9.58% |
$64.1K - $64.3K
|
6.03K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 2.69% |
$10.5K - $10.6K
|
4K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.3K+ 2.53% |
$1.33M - $1.34M
|
537K
$54.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-740- 3.88% |
$74.3K - $74.5K
|
18.3K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
71.9K+ 50.07% |
$7.21M - $7.24M
|
215K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
762KNew |
$76.5M - $76.8M
|
762K
$76.7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$288K - $289K
|
2.87K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-38- 0.42% |
$3.81K - $3.83K
|
9.12K
$917K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
35+ 0.32% |
$3.51K - $3.52K
|
11.1K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.29K+ 45.08% |
$631K - $634K
|
20.3K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 40.31% |
$171M - $172M
|
5.94M
$598M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-4.29K- 4.12% |
$431K - $432K
|
99.8K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.06K- 3.24% |
$107K - $107K
|
31.7K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 163.01% |
$646K - $648K
|
10.4K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41.8KNew |
$4.19M - $4.21M
|
41.8K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8.4K- 16.94% |
$843K - $846K
|
41.2K
$4.15M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-65.8K- 51.6% |
$6.61M - $6.63M
|
61.7K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
121New |
$12.1K - $12.2K
|
121
$12.2K
|