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 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.23K+ 107.08% |
$525K - $527K
|
10.1K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.51K- 8.17% |
$352K - $353K
|
39.4K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.6KNew |
$3.37M - $3.38M
|
33.6K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.99K+ 4.39% |
$902K - $905K
|
214K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 0.85% |
$9.03K - $9.06K
|
10.7K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-11.3K- 67.42% |
$1.14M - $1.14M
|
5.47K
$551K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
120K+ 2332.32% |
$12M - $12.1M
|
125K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.1K+ 23.89% |
$2.22M - $2.22M
|
115K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-47.9K- 42.13% |
$4.8M - $4.82M
|
65.7K
$6.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
34K+ 68.5% |
$3.42M - $3.43M
|
83.7K
$8.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 4814.5% |
$18.5M - $18.5M
|
188K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.69K- 11.76% |
$170K - $170K
|
12.7K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.8K- 69.13% |
$1.68M - $1.69M
|
7.49K
$754K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 2.22% |
$959K - $962K
|
440K
$44.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-14.7K- 32.18% |
$1.47M - $1.48M
|
30.9K
$3.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 396.83% |
$50.2K - $50.4K
|
626
$63K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-2.84K- 10.19% |
$284K - $286K
|
25K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.75K+ 172.87% |
$577K - $579K
|
9.08K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
85+ 1.86% |
$8.53K - $8.56K
|
4.65K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.95K- 4.2% |
$798K - $801K
|
181K
$18.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.02KNew |
$203K - $204K
|
2.02K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.8K- 20.36% |
$1.59M - $1.6M
|
62K
$6.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-753- 10.4% |
$75.6K - $75.8K
|
6.48K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-200- 3.2% |
$20.1K - $20.1K
|
6.05K
$609K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
8.37K+ 69.89% |
$840K - $843K
|
20.4K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
772+ 4.08% |
$77.5K - $77.7K
|
19.7K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
8.83K+ 44.02% |
$886K - $889K
|
28.9K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-193M- 99.88% |
$19.3B - $19.4B
|
223K
$22.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
166K+ 94.87% |
$16.7M - $16.8M
|
342K
$34.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 28.6% |
$73.9K - $74.1K
|
3.31K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-43.9K- 44.35% |
$4.4M - $4.42M
|
55.1K
$5.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-35.2K- 48.38% |
$3.53M - $3.54M
|
37.5K
$3.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
12.3K+ 20.77% |
$1.23M - $1.23M
|
71.3K
$7.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-339K- 45.46% |
$34.1M - $34.2M
|
407K
$41M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.59K+ 21.9% |
$561K - $563K
|
31.1K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.57K- 6.71% |
$359K - $360K
|
49.7K
$5M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 1.75% |
$100 - $101
|
58
$5.84K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.06K+ 21.28% |
$106K - $106K
|
6.03K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-7.32K- 9.43% |
$734K - $737K
|
70.3K
$7.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.01K+ 23.69% |
$102K - $102K
|
5.28K
$532K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
41.5K+ 90.13% |
$4.16M - $4.18M
|
87.5K
$8.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20.7K+ 18.21% |
$2.08M - $2.09M
|
135K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.22K- 14.56% |
$524K - $526K
|
30.6K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
22.4K+ 55.16% |
$2.25M - $2.26M
|
63.1K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.97% |
$186K - $187K
|
18.8K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20.1K- 92.95% |
$2.02M - $2.03M
|
1.53K
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
77.4K+ 114.58% |
$7.77M - $7.8M
|
145K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
113KNew |
$11.4M - $11.4M
|
113K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.4K+ 106.53% |
$542K - $544K
|
10.5K
$1.05M
|