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 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.5K- 57.42% |
$2.96M - $2.98M
|
21.9K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8K+ 0.73% |
$280K - $282K
|
385K
$38.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 1.85% |
$366K - $368K
|
201K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 7.1% |
$40.6K - $40.8K
|
6.11K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
363+ 7.08% |
$36.4K - $36.6K
|
5.49K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.76K- 23.07% |
$177K - $177K
|
5.87K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 310.62% |
$2.1M - $2.11M
|
27.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.32K- 68.78% |
$332K - $334K
|
1.51K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.3KNew |
$3.24M - $3.26M
|
32.3K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
27.9KNew |
$2.8M - $2.81M
|
27.9K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.32K- 8.61% |
$333K - $334K
|
35.2K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15+ 0.41% |
$1.5K - $1.51K
|
3.71K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$290K - $291K
|
2.89K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.04M- 99.25% |
$405M - $407M
|
30.5K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 21.23% |
$168K - $169K
|
6.21K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.02K+ 2.79% |
$103K - $103K
|
37.6K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
616K+ 110.32% |
$61.8M - $62.1M
|
1.17M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 95.28% |
$2.8M - $2.81M
|
1.38K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.09K+ 6.24% |
$511K - $513K
|
86.7K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.96K+ 13.73% |
$296K - $298K
|
24.5K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.53K+ 15.63% |
$254K - $255K
|
18.7K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 4.55% |
$328K - $329K
|
75.1K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 60.23% |
$5.32K - $5.34K
|
141
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.86K- 3.29% |
$688K - $691K
|
202K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.83K- 4.4% |
$184K - $185K
|
39.9K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
34.5K+ 23.34% |
$3.46M - $3.47M
|
182K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.85K+ 176.13% |
$386K - $387K
|
6.03K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.5K+ 3041.19% |
$6.37M - $6.4M
|
65.6K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-470- 28.8% |
$47.1K - $47.3K
|
1.16K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$10.3M - $10.3M
|
102K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.06KNew |
$107K - $107K
|
1.06K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.32K- 10.41% |
$232K - $233K
|
19.9K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-243K- 12.87% |
$24.3M - $24.4M
|
1.64M
$165M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-7.96K- 24.32% |
$798K - $802K
|
24.8K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-7.25K- 82.39% |
$727K - $730K
|
1.55K
$156K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-177- 1.36% |
$17.8K - $17.8K
|
12.8K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
617+ 22.55% |
$61.9K - $62.2K
|
3.35K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-109- 1.16% |
$10.9K - $11K
|
9.25K
$930K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22.1K- 97.88% |
$2.21M - $2.22M
|
478
$48K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-88- 3.71% |
$8.83K - $8.87K
|
2.29K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.54K+ 10.13% |
$154K - $155K
|
16.7K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 2.38% |
$1K - $1.01K
|
411
$41.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 47.37% |
$181K - $181K
|
2K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
995+ 14.13% |
$99.8K - $100K
|
8.04K
$808K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-4.32K- 13.15% |
$433K - $435K
|
28.5K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.1K- 28.48% |
$6.12M - $6.15M
|
153K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-447- 17.36% |
$44.8K - $45K
|
2.13K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 4.55% |
$13.2M - $13.3M
|
3.03M
$304M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158+ 2.46% |
$15.8K - $15.9K
|
6.59K
$662K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.32K+ 20.5% |
$232K - $233K
|
13.6K
$1.37M
|