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 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-595- 4.56% |
$59.7K - $59.9K
|
12.5K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.44K+ 90.94% |
$144K - $145K
|
3.01K
$302K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.02K+ 2.3% |
$203K - $204K
|
89.9K
$9.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$417K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 86.49% |
$3.21K - $3.22K
|
69
$6.91K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19K- 86.37% |
$1.91M - $1.91M
|
3K
$300K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-75- 2.44% |
$7.52K - $7.56K
|
2.99K
$300K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-7.06K- 32.55% |
$708K - $711K
|
14.6K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18.4K- 13.21% |
$1.85M - $1.86M
|
121K
$12.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.21K+ 4.14% |
$523K - $525K
|
131K
$13.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.1K- 30.63% |
$512K - $514K
|
11.6K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$358K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
32.2K+ 8.43% |
$3.23M - $3.25M
|
415K
$41.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.4K+ 12.92% |
$1.35M - $1.35M
|
118K
$11.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-17.3K- 16.28% |
$1.73M - $1.74M
|
88.9K
$8.9M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-252- 4.37% |
$25.3K - $25.4K
|
5.51K
$552K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.45K+ 12.58% |
$145K - $146K
|
12.9K
$1.3M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-128- 3.63% |
$12.8K - $12.9K
|
3.4K
$341K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 74.13% |
$87.7K - $88.1K
|
305
$30.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$401 - $403
|
4
$401
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.3K- 65.76% |
$1.13M - $1.14M
|
5.89K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 66.36% |
$684K - $687K
|
3.46K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
84New |
$8.42K - $8.46K
|
84
$8.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 171.97% |
$492K - $494K
|
7.75K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.49KNew |
$350K - $352K
|
3.49K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-55- 91.67% |
$5.52K - $5.54K
|
5
$501
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.66K+ 10.36% |
$267K - $268K
|
28.3K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
556K+ 2215.14% |
$55.8M - $56M
|
581K
$58.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 29.04% |
$1.17M - $1.18M
|
52K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.88K- 9.65% |
$389K - $391K
|
36.3K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$7.92K - $7.96K
|
79
$7.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
373K+ 103.36% |
$37.4M - $37.6M
|
734K
$73.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.31K- 61.59% |
$833K - $837K
|
5.18K
$519K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.59K+ 43.89% |
$260K - $261K
|
8.49K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$804K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-50- 2.33% |
$5.01K - $5.04K
|
2.1K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
590+ 10.8% |
$59.2K - $59.4K
|
6.05K
$606K
|
|