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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
647+ 12.98% |
$64.7K - $65.2K
|
5.63K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
453+ 20.94% |
$45.3K - $45.6K
|
2.62K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.03K- 99.42% |
$903K - $909K
|
53
$5.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
325+ 1.37% |
$32.5K - $32.7K
|
24.1K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500- 19.46% |
$50K - $50.4K
|
2.07K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.65K- 1.65% |
$265K - $267K
|
158K
$15.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
125New |
$12.5K - $12.6K
|
125
$12.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
91+ 1.75% |
$9.1K - $9.17K
|
5.29K
$531K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
5.45KNew |
$545K - $549K
|
5.45K
$547K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79.1K+ 15.67% |
$7.91M - $7.96M
|
584K
$58.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
690New |
$69K - $69.5K
|
690
$69.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-19.9K- 57.96% |
$1.99M - $2.01M
|
14.5K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 15.41% |
$179K - $181K
|
9.84K
$989K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 4.44% |
$10K - $10.1K
|
2.35K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-24- 0.79% |
$2.4K - $2.42K
|
3.02K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.5KNew |
$2.25M - $2.27M
|
22.5K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.2K- 40.22% |
$220K - $221K
|
3.27K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-17.4K- 62.69% |
$1.74M - $1.75M
|
10.3K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
80New |
$8K - $8.06K
|
80
$8.04K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.19KNew |
$720K - $725K
|
7.19K
$723K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 1.67% |
$4.5K - $4.53K
|
2.74K
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
501New |
$50.1K - $50.5K
|
501
$50.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
14KNew |
$1.4M - $1.41M
|
14K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.8K+ 12.05% |
$180K - $181K
|
16.7K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
369KNew |
$37M - $37.2M
|
369K
$37.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2.55KNew |
$255K - $257K
|
2.55K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
173New |
$17.3K - $17.4K
|
173
$17.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.8K+ 219.59% |
$1.08M - $1.08M
|
15.6K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50.8KNew |
$5.09M - $5.12M
|
50.8K
$5.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
643+ 3.29% |
$64.3K - $64.8K
|
20.2K
$2.03M
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.51K- 50.35% |
$752K - $756K
|
7.4K
$744K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-61.9K- 62.75% |
$6.2M - $6.23M
|
36.8K
$3.69M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.3K+ 16.97% |
$1.73M - $1.74M
|
119K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82.4K+ 31.12% |
$8.26M - $8.3M
|
347K
$34.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-46.2K- 85.78% |
$4.63M - $4.66M
|
7.67K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.01KNew |
$502K - $504K
|
5.01K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.68K- 64.83% |
$469K - $472K
|
2.54K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.47K- 58.32% |
$348K - $349K
|
2.48K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 69.72% |
$288K - $289K
|
1.25K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$117K - $117K
|
1.17K
$117K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$3.23M - $3.25M
|
32.2K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
800New |
$80.2K - $80.5K
|
800
$80.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-452- 1.23% |
$45.3K - $45.5K
|
36.4K
$3.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
228KNew |
$22.8M - $22.9M
|
228K
$22.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
297+ 112.08% |
$29.8K - $29.9K
|
562
$56.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-111- 0.04% |
$11.1K - $11.2K
|
268K
$26.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.25K+ 21.93% |
$125K - $126K
|
6.95K
$699K
|
|