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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$456K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-51.9K- 83.68% |
$5.21M - $5.23M
|
10.1K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$501 - $504
|
5
$503
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-448- 25.41% |
$44.9K - $45.1K
|
1.32K
$132K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
17.1KNew |
$1.72M - $1.72M
|
17.1K
$1.72M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-16.3K- 44.98% |
$1.63M - $1.64M
|
19.9K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
43.6K+ 1998.94% |
$4.37M - $4.39M
|
45.8K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
33.3KNew |
$3.34M - $3.36M
|
33.3K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167K- 60.78% |
$16.7M - $16.8M
|
108K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.19% |
$1.2K - $1.21K
|
996
$100K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-820- 10.81% |
$82.2K - $82.6K
|
6.77K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-253K- 99.02% |
$25.4M - $25.5M
|
2.51K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536K- 58.81% |
$53.8M - $54M
|
376K
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
793+ 0.77% |
$79.5K - $79.9K
|
104K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
545New |
$54.7K - $54.9K
|
545
$54.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 52.44% |
$40.9K - $41.1K
|
370
$37.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.27K- 2.01% |
$127K - $128K
|
61.9K
$6.22M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.35KNew |
$236K - $237K
|
2.35K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 46.42% |
$35.1K - $35.2K
|
404
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.23KClosed |
$223K - $224K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.02K- 17.44% |
$103K - $103K
|
4.84K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
6.97KNew |
$699K - $702K
|
6.97K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 35.82% |
$2.41K - $2.42K
|
91
$9.15K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$5.01K - $5.04K
|
50
$5.03K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36.4K- 58.71% |
$3.65M - $3.66M
|
25.6K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29.5K- 94.98% |
$2.96M - $2.97M
|
1.56K
$157K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 44.42% |
$1.21M - $1.21M
|
39.2K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31K- 72.87% |
$3.11M - $3.12M
|
11.5K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.8KNew |
$983K - $987K
|
9.8K
$985K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 13.74% |
$1.81K - $1.81K
|
113
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-38.6K- 83.92% |
$3.87M - $3.89M
|
7.39K
$743K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.58K- 37.77% |
$159K - $159K
|
2.61K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.8KNew |
$2.48M - $2.49M
|
24.8K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-420- 8.94% |
$42.1K - $42.3K
|
4.28K
$430K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.4K+ 159.36% |
$1.65M - $1.66M
|
26.8K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$802 - $806
|
2.34K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-92- 3.53% |
$9.23K - $9.27K
|
2.51K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4- 13.79% |
$401 - $403
|
25
$2.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-165K- 72.92% |
$16.6M - $16.7M
|
61.5K
$6.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
292+ 11.36% |
$29.3K - $29.4K
|
2.86K
$288K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.16KNew |
$116K - $117K
|
1.16K
$117K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-14K- 72.86% |
$1.4M - $1.41M
|
5.22K
$525K
|
|