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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 55.54% |
$454K - $456K
|
12.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 56.3% |
$194K - $195K
|
1.5K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.66K- 26.45% |
$266K - $268K
|
7.39K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1KNew |
$2.82M - $2.83M
|
28.1K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376+ 6.58% |
$37.7K - $37.9K
|
6.09K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.4K+ 1078.31% |
$843K - $846K
|
9.18K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 1.96% |
$357K - $358K
|
178K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.6K+ 60.34% |
$2.27M - $2.28M
|
60.2K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52.6K+ 6.76% |
$5.28M - $5.3M
|
830K
$83.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.6K- 12.14% |
$1.57M - $1.57M
|
113K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$502 - $504
|
5
$503
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 16.67% |
$4.55M - $4.57M
|
227K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6K- 43.72% |
$1.47M - $1.47M
|
18.8K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.3K- 4.48% |
$1.43M - $1.44M
|
304K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
32.5K+ 14.61% |
$3.26M - $3.28M
|
255K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-798- 9.77% |
$80K - $80.4K
|
7.37K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
15.8KNew |
$1.59M - $1.59M
|
15.8K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
7.6K+ 63.03% |
$763K - $766K
|
19.7K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.75KNew |
$376K - $377K
|
3.75K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$415K - $417K
|
4.14K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.1K- 62.54% |
$1.62M - $1.62M
|
9.65K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
24.6K+ 71.56% |
$2.46M - $2.47M
|
58.9K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
436K+ 275.19% |
$43.7M - $43.9M
|
594K
$59.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 4.28% |
$1.16M - $1.16M
|
281K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
138K+ 231.62% |
$13.8M - $13.9M
|
197K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 50.0% |
$1.3K - $1.31K
|
13
$1.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.2K+ 1137.87% |
$2.82M - $2.84M
|
30.6K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.77M - $1.78M
|
17.6K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.26K- 2.31% |
$427K - $429K
|
180K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.9K- 16.34% |
$792K - $796K
|
40.5K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-29.6K- 30.35% |
$2.97M - $2.98M
|
67.9K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.3K+ 139.58% |
$1.34M - $1.34M
|
22.9K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
50.3K+ 35.77% |
$5.04M - $5.07M
|
191K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.89K+ 12.92% |
$892K - $896K
|
77.8K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
102K+ 7.5% |
$10.3M - $10.3M
|
1.47M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.28K+ 61.57% |
$128K - $129K
|
3.36K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-811- 18.0% |
$81.3K - $81.7K
|
3.7K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-296- 4.7% |
$29.7K - $29.8K
|
6K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21.4K+ 736.33% |
$2.15M - $2.16M
|
24.3K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
85.3K+ 30.08% |
$8.55M - $8.59M
|
369K
$37.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
83.3K+ 10.33% |
$8.36M - $8.4M
|
890K
$89.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-508- 11.03% |
$51K - $51.2K
|
4.1K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.83K+ 4038.57% |
$284K - $285K
|
2.9K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.2K+ 12.88% |
$9.75M - $9.79M
|
852K
$85.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
8.19K+ 79.27% |
$822K - $825K
|
18.5K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.75K- 42.73% |
$276K - $277K
|
3.69K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-338- 3.37% |
$33.9K - $34.1K
|
9.7K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-312- 0.48% |
$31.3K - $31.4K
|
64.6K
$6.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.9K+ 21.72% |
$6.11M - $6.14M
|
341K
$34.3M
|