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 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.22K+ 32.13% |
$824K - $828K
|
33.8K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.3K- 17.89% |
$2.94M - $2.95M
|
134K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
707+ 29.08% |
$70.9K - $71.2K
|
3.14K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
110New |
$11K - $11.1K
|
110
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
25.8K+ 135.78% |
$2.59M - $2.6M
|
44.9K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 6.09% |
$4.75M - $4.78M
|
826K
$82.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
756+ 28.04% |
$75.8K - $76.2K
|
3.45K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.91K+ 2.2% |
$593K - $595K
|
274K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 8.45% |
$11.4M - $11.5M
|
1.46M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.5K- 34.26% |
$1.55M - $1.56M
|
29.7K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
149+ 5.03% |
$14.9K - $15K
|
3.11K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.11K+ 21.04% |
$212K - $212K
|
12.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 7.65% |
$298K - $300K
|
35.9K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
28.8K+ 59.64% |
$2.89M - $2.9M
|
77.2K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.4K- 62.33% |
$1.35M - $1.35M
|
8.12K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.06K- 4.54% |
$307K - $308K
|
64.3K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.04% |
$100 - $101
|
2.33K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-28.1K- 79.33% |
$2.82M - $2.83M
|
7.32K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.28KNew |
$429K - $431K
|
4.28K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-360- 0.61% |
$36.1K - $36.3K
|
58.7K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
364K+ 57.09% |
$36.5M - $36.7M
|
1M
$100M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-428- 4.57% |
$42.9K - $43.1K
|
8.94K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.85K+ 111.49% |
$687K - $690K
|
13K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
213KNew |
$21.3M - $21.4M
|
213K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
11.2KNew |
$1.12M - $1.13M
|
11.2K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-193K- 98.03% |
$19.4M - $19.4M
|
3.87K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-186- 36.33% |
$18.7K - $18.7K
|
326
$32.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17.5K+ 13.59% |
$1.75M - $1.76M
|
146K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
154+ 98.09% |
$15.4K - $15.5K
|
311
$31.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
193K+ 25.35% |
$19.3M - $19.4M
|
954K
$95.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-28.6K- 19.77% |
$2.87M - $2.88M
|
116K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6.09K- 50.88% |
$611K - $614K
|
5.88K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-472- 99.16% |
$47.3K - $47.5K
|
4
$401
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37.4K- 3.07% |
$3.75M - $3.77M
|
1.18M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-158K- 70.03% |
$15.9M - $16M
|
67.8K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.83K- 16.05% |
$284K - $285K
|
14.8K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 95.45% |
$133K - $133K
|
2.71K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 61.39% |
$1.1M - $1.1M
|
6.88K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
842+ 24.36% |
$84.5K - $84.8K
|
4.3K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-78.6K- 24.49% |
$7.88M - $7.92M
|
242K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.8K+ 102.96% |
$1.69M - $1.7M
|
33.2K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.9K+ 10.98% |
$2.39M - $2.4M
|
241K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212KNew |
$21.2M - $21.3M
|
212K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
71.2K+ 149.49% |
$7.14M - $7.17M
|
119K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.16K+ 9.44% |
$217K - $218K
|
25.1K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
58+ 1.27% |
$5.82K - $5.84K
|
4.62K
$462K
|