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 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
133KNew |
$13.3M - $13.4M
|
133K
$13.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.4K+ 293.19% |
$1.54M - $1.55M
|
20.6K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
43+ 1.98% |
$4.31K - $4.33K
|
2.22K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$100K - $101K
|
1K
$101K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.7K - $1.71K
|
17
$1.71K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
317New |
$31.8K - $31.9K
|
317
$31.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
90K+ 50.0% |
$9.02M - $9.06M
|
270K
$27.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.38KNew |
$239K - $240K
|
2.38K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$200K - $201K
|
1.99K
$200K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.63M+ 139199.31% |
$364M - $365M
|
3.63M
$365M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
54New |
$5.41K - $5.44K
|
54
$5.43K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
148KNew |
$14.8M - $14.9M
|
148K
$14.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 11.31% |
$389K - $391K
|
38.2K
$3.84M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
11.2K+ 31.39% |
$1.12M - $1.12M
|
46.7K
$4.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-80K- 21.67% |
$8.01M - $8.05M
|
289K
$29.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
16KNew |
$1.6M - $1.61M
|
16K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.4KNew |
$8.05M - $8.09M
|
80.4K
$8.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.47KNew |
$448K - $450K
|
4.47K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.95K- 36.44% |
$596K - $599K
|
10.4K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.1K+ 17.43% |
$1.11M - $1.11M
|
74.6K
$7.5M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86.9K- 34.31% |
$8.71M - $8.75M
|
166K
$16.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
120KNew |
$12M - $12M
|
120K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$2.5M - $2.52M
|
25K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.94KNew |
$494K - $497K
|
4.94K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.24KNew |
$325K - $326K
|
3.24K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-296- 11.5% |
$29.7K - $29.8K
|
2.28K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.79KNew |
$280K - $281K
|
2.79K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.99K- 46.68% |
$199K - $200K
|
2.27K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
660+ 28.52% |
$66.1K - $66.4K
|
2.97K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.53KNew |
$153K - $154K
|
1.53K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.24KNew |
$525K - $528K
|
5.24K
$527K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
870+ 23.41% |
$87.2K - $87.5K
|
4.59K
$461K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-28.3K- 6.19% |
$2.83M - $2.84M
|
428K
$43M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
26.9KNew |
$2.69M - $2.7M
|
26.9K
$2.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
539KNew |
$54M - $54.3M
|
539K
$54.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
290K+ 28.01% |
$29M - $29.1M
|
1.32M
$133M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.71K- 17.76% |
$872K - $876K
|
40.3K
$4.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-274- 85.36% |
$27.4K - $27.6K
|
47
$4.72K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
1.33KNew |
$134K - $134K
|
1.33K
$134K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
37.3KNew |
$3.73M - $3.75M
|
37.3K
$3.75M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.19KClosed |
$319K - $321K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
482K+ 2408.56% |
$48.2M - $48.4M
|
502K
$50.4M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.26KNew |
$627K - $630K
|
6.26K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 28.79% |
$4.23M - $4.26M
|
105K
$10.5M
|
|