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 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.41K+ 2236.51% |
$141K - $142K
|
1.47K
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.78K- 4.4% |
$680K - $683K
|
147K
$14.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37.1K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$419K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$359K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-17.3K- 16.28% |
$1.73M - $1.74M
|
88.9K
$8.94M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
5.85K+ 9.62% |
$586K - $589K
|
66.6K
$6.7M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
20.3K+ 33.02% |
$2.04M - $2.05M
|
81.9K
$8.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 74.13% |
$87.7K - $88.1K
|
305
$30.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$401 - $403
|
4
$403
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 66.36% |
$684K - $687K
|
3.46K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
84New |
$8.42K - $8.46K
|
84
$8.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-55- 91.67% |
$5.52K - $5.54K
|
5
$503
|
|
|
Aug 14, 2024
Q2 2024
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
556K+ 2215.14% |
$55.8M - $56M
|
581K
$58.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$7.92K - $7.96K
|
79
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
373K+ 103.36% |
$37.4M - $37.6M
|
734K
$73.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$807K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$9.83K - $9.87K
|
98
$9.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
65+ 0.6% |
$6.52K - $6.55K
|
10.9K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.3K+ 682.45% |
$3.74M - $3.76M
|
42.8K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$4.41K - $4.43K
|
44
$4.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.9KNew |
$2.19M - $2.2M
|
21.9K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.18K- 12.87% |
$920K - $924K
|
62.1K
$6.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.01K- 12.34% |
$402K - $404K
|
28.5K
$2.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
8New |
$802 - $806
|
8
$805
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.39K+ 42400.0% |
$340K - $342K
|
3.4K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45.5K- 86.4% |
$4.56M - $4.58M
|
7.16K
$721K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$348K - $350K
|
3.47K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
120New |
$12K - $12.1K
|
120
$12.1K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.5K- 47.85% |
$251K - $252K
|
2.73K
$274K
|
|