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 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
132K+ 5.77% |
$13.2M - $13.3M
|
2.42M
$243M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
86.1K+ 1483.97% |
$8.61M - $8.66M
|
91.9K
$9.23M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
34.7KNew |
$3.48M - $3.49M
|
34.7K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.15K+ 2.47% |
$115K - $116K
|
47.8K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.48KNew |
$949K - $954K
|
9.48K
$953K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.52K- 40.2% |
$352K - $354K
|
5.24K
$526K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.97KNew |
$598K - $601K
|
5.97K
$600K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23+ 0.48% |
$2.3K - $2.31K
|
4.79K
$481K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.56% |
$2.6K - $2.62K
|
4.64K
$467K
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-22.4K- 50.41% |
$2.24M - $2.25M
|
22K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.3K+ 4.25% |
$130K - $130K
|
31.8K
$3.19M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.77K- 63.86% |
$778K - $781K
|
4.4K
$442K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
33.4KNew |
$3.34M - $3.36M
|
33.4K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5K+ 16.35% |
$501K - $503K
|
35.6K
$3.58M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
16.1KNew |
$1.62M - $1.62M
|
16.1K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
146+ 96.69% |
$14.6K - $14.7K
|
297
$29.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.15K- 95.86% |
$315K - $316K
|
136
$13.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$250K - $251K
|
2.5K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-205- 8.16% |
$20.5K - $20.6K
|
2.31K
$232K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.06K+ 52.67% |
$106K - $107K
|
3.08K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
737New |
$73.8K - $74.1K
|
737
$74.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$30K - $30.2K
|
300
$30.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.39K+ 8.3% |
$239K - $241K
|
31.2K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.59KNew |
$159K - $160K
|
1.59K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.99K- 49.17% |
$199K - $200K
|
2.06K
$207K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6KNew |
$600K - $603K
|
6K
$603K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.22K+ 4.22% |
$222K - $223K
|
54.8K
$5.51M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-64- 1.99% |
$6.4K - $6.42K
|
3.15K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.08KNew |
$208K - $209K
|
2.08K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.14KNew |
$313K - $315K
|
3.14K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.06KNew |
$205K - $206K
|
2.06K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.42KNew |
$342K - $343K
|
3.42K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.1KNew |
$2.11M - $2.12M
|
21.1K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.49KNew |
$849K - $853K
|
8.49K
$854K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.3K+ 5.31% |
$3.03M - $3.04M
|
601K
$60.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
52New |
$5.2K - $5.22K
|
52
$5.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
28.2K+ 18076.92% |
$2.82M - $2.83M
|
28.4K
$2.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5K- 50.0% |
$499K - $501K
|
5K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5KNew |
$500K - $502K
|
5K
$503K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.5K- 28.8% |
$550K - $552K
|
13.6K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 1.63% |
$31.4K - $31.5K
|
19K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-30.9K- 28.55% |
$3.09M - $3.11M
|
77.4K
$7.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
96KNew |
$9.6M - $9.64M
|
96K
$9.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-69.8K- 85.19% |
$6.98M - $7.01M
|
12.1K
$1.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
4.43KNew |
$443K - $445K
|
4.43K
$445K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48.7KNew |
$4.87M - $4.88M
|
48.7K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-58.9K- 3.27% |
$5.89M - $5.9M
|
1.74M
$175M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$218K
|
|