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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.02% |
$100 - $101
|
5.61K
$565K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
51New |
$5.12K - $5.13K
|
51
$5.13K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
188+ 1.13% |
$18.9K - $18.9K
|
16.8K
$1.69M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12- 7.41% |
$1.2K - $1.21K
|
150
$15.1K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
358K+ 122.21% |
$35.9M - $36M
|
650K
$65.5M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.18KNew |
$319K - $320K
|
3.18K
$320K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.82K- 5.84% |
$484K - $485K
|
77.7K
$7.82M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
428K+ 524.12% |
$42.9M - $43M
|
509K
$51.2M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
57KNew |
$5.72M - $5.74M
|
57K
$5.74M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
425KNew |
$42.6M - $42.7M
|
425K
$42.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.15KNew |
$918K - $921K
|
9.15K
$920K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.69K+ 15.29% |
$471K - $472K
|
35.4K
$3.56M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
27.3K+ 108.46% |
$2.74M - $2.75M
|
52.4K
$5.28M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
116New |
$11.6K - $11.7K
|
116
$11.7K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.1K+ 57.24% |
$1.01M - $1.01M
|
27.7K
$2.78M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.86KNew |
$186K - $187K
|
1.86K
$187K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$1K - $1.01K
|
10
$1.01K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 2.87% |
$1.51K - $1.51K
|
537
$54K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-300- 23.08% |
$30.1K - $30.2K
|
1K
$101K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-465- 4.42% |
$46.7K - $46.8K
|
10.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$499K - $501K
|
4.98K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.41K- 55.14% |
$443K - $444K
|
3.59K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
505+ 2.91% |
$50.7K - $50.8K
|
17.8K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.7K+ 233.11% |
$3.39M - $3.4M
|
48.2K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.5KNew |
$2.86M - $2.87M
|
28.5K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.48K+ 28.6% |
$850K - $853K
|
38.1K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76.2K+ 102.83% |
$7.64M - $7.67M
|
150K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.2K- 29.39% |
$1.82M - $1.83M
|
43.6K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
40.9KNew |
$4.11M - $4.12M
|
40.9K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 3.68% |
$418K - $419K
|
117K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
30.1KNew |
$3.02M - $3.03M
|
30.1K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
25.2K+ 39.07% |
$2.53M - $2.54M
|
89.7K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
43.3K+ 72.2% |
$4.34M - $4.36M
|
103K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 3.54% |
$260K - $261K
|
75.8K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-297- 9.1% |
$29.8K - $29.9K
|
2.97K
$298K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 30.53% |
$1.97M - $1.97M
|
83.9K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139K- 21.63% |
$14M - $14M
|
504K
$50.7M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.7K+ 906.4% |
$1.58M - $1.58M
|
17.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-519- 8.84% |
$52.1K - $52.3K
|
5.35K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.1K+ 14.57% |
$5.73M - $5.75M
|
449K
$45.2M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
43.5K+ 495.94% |
$4.36M - $4.38M
|
52.3K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.01K+ 25.96% |
$101K - $102K
|
4.9K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7M+ 216.28% |
$702M - $705M
|
10.2M
$1.03B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 20.33% |
$107M - $107M
|
6.29M
$633M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 33.19% |
$285K - $286K
|
5.71K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
71K+ 4.99% |
$7.13M - $7.15M
|
1.49M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.8K+ 20.5% |
$1.08M - $1.09M
|
63.4K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2K+ 3.15% |
$201K - $202K
|
65.6K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 48.08% |
$426K - $427K
|
13.1K
$1.32M
|