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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 72.29% |
$6.02K - $6.04K
|
23
$2.31K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
263KNew |
$26.3M - $26.4M
|
263K
$26.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 39.05% |
$246K - $247K
|
8.74K
$879K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
204K+ 255.3% |
$20.5M - $20.5M
|
284K
$28.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.2KNew |
$622K - $625K
|
6.2K
$624K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$141K
|
|
| Q4 2023 | |||||||
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.82K+ 74.95% |
$282K - $284K
|
6.59K
$663K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-946- 16.39% |
$94.6K - $95.3K
|
4.83K
$486K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$3.3K - $3.32K
|
33
$3.32K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328New |
$32.8K - $33K
|
328
$33K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.1KNew |
$410K - $412K
|
4.1K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.8K- 92.17% |
$3.38M - $3.4M
|
2.87K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$3.19M - $3.21M
|
31.9K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$2.53M - $2.54M
|
25.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
408New |
$40.8K - $41.1K
|
408
$41.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
30.2K+ 145.66% |
$3.02M - $3.04M
|
50.9K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
786KNew |
$78.6M - $79.1M
|
786K
$79.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
315New |
$31.5K - $31.7K
|
315
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-3.18K- 11.78% |
$318K - $320K
|
23.8K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
18New |
$1.8K - $1.81K
|
18
$1.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.2K- 25.96% |
$1.12M - $1.13M
|
32K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-17.1K- 51.83% |
$1.71M - $1.72M
|
15.9K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.57% |
$2.4K - $2.42K
|
4.25K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.96KNew |
$996K - $1M
|
9.96K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
68.2K+ 67.66% |
$6.83M - $6.87M
|
169K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.5K- 89.56% |
$2.55M - $2.56M
|
2.97K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.1KNew |
$2.11M - $2.13M
|
21.1K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.62KNew |
$962K - $969K
|
9.62K
$968K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.03KNew |
$303K - $305K
|
3.03K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
392New |
$39.2K - $39.5K
|
392
$39.4K
|
|
|
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
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
647+ 12.98% |
$64.7K - $65.2K
|
5.63K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
325+ 1.37% |
$32.5K - $32.7K
|
24.1K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.65K- 1.65% |
$265K - $267K
|
158K
$15.9M
|
|
|
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
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
690New |
$69K - $69.5K
|
690
$69.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79.1K+ 15.67% |
$7.91M - $7.96M
|
584K
$58.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 15.41% |
$179K - $181K
|
9.84K
$990K
|
|
|
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
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.5KNew |
$2.25M - $2.27M
|
22.5K
$2.26M
|
|
|
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
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.19KNew |
$720K - $725K
|
7.19K
$724K
|
|
|
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
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.8K+ 12.05% |
$180K - $181K
|
16.7K
$1.68M
|
|