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 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
420+ 14.0% |
$42.1K - $42.3K
|
3.42K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-174K- 85.68% |
$17.5M - $17.5M
|
29.1K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77.7KNew |
$7.8M - $7.82M
|
77.7K
$7.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.38K- 17.73% |
$640K - $642K
|
29.6K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.14K+ 11.0% |
$415K - $416K
|
41.7K
$4.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
676+ 22.32% |
$67.8K - $68.1K
|
3.71K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.8K+ 41.89% |
$883K - $886K
|
29.8K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.15K+ 65.23% |
$316K - $317K
|
7.98K
$803K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-726- 3.78% |
$72.9K - $73.1K
|
18.5K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
304+ 2.76% |
$30.5K - $30.6K
|
11.3K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.7K+ 15.49% |
$8.49M - $8.53M
|
631K
$63.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-43.8K- 95.14% |
$4.39M - $4.41M
|
2.24K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.32K+ 14.89% |
$634K - $636K
|
48.7K
$4.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.7K- 12.97% |
$171K - $171K
|
11.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
72.2K+ 41.31% |
$7.24M - $7.27M
|
247K
$24.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2K+ 7.88% |
$1.22M - $1.22M
|
166K
$16.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
82+ 1.04% |
$8.23K - $8.26K
|
7.99K
$804K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-9.29K- 6.82% |
$932K - $935K
|
127K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.2KNew |
$1.22M - $1.23M
|
12.2K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$173M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.85K+ 67.24% |
$587K - $589K
|
14.6K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
890+ 8.85% |
$89.3K - $89.6K
|
10.9K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.02K+ 2.0% |
$303K - $304K
|
154K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.27K- 7.15% |
$127K - $128K
|
16.5K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-44.9K- 18.46% |
$4.51M - $4.53M
|
199K
$20M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.04% |
$4.11K - $4.13K
|
3.98K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.0% |
$803 - $806
|
807
$81.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 5.77% |
$18.9K - $18.9K
|
3.07K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-14.7K- 16.53% |
$1.48M - $1.48M
|
74.4K
$7.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$40.1K - $40.3K
|
400
$40.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
11K+ 2.72% |
$1.11M - $1.11M
|
418K
$42.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
24.1KNew |
$2.42M - $2.43M
|
24.1K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.03K+ 3.77% |
$103K - $104K
|
28.4K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$402K - $404K
|
4.01K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.6K+ 123.46% |
$762K - $765K
|
13.7K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-21.1K- 19.07% |
$2.12M - $2.13M
|
89.7K
$9.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21K+ 482.65% |
$2.11M - $2.12M
|
25.4K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.14K- 33.07% |
$115K - $115K
|
2.31K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.27KNew |
$629K - $631K
|
6.27K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.7K- 57.21% |
$1.17M - $1.18M
|
8.74K
$880K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.08KNew |
$209K - $210K
|
2.08K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 18.84% |
$110K - $110K
|
4.7K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.5K+ 25.07% |
$1.25M - $1.26M
|
62.3K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-381- 17.87% |
$38.2K - $38.4K
|
1.75K
$176K
|