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 05, 2024
Q3 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.1K- 9.82% |
$1.12M - $1.12M
|
102K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 73.79% |
$1.31M - $1.31M
|
4.63K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-99- 1.3% |
$9.93K - $9.97K
|
7.53K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
5.5K+ 10.26% |
$551K - $554K
|
59.1K
$5.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
79.5K+ 441.15% |
$7.97M - $8.01M
|
97.5K
$9.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
252+ 4.1% |
$25.3K - $25.4K
|
6.39K
$642K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
861+ 13.36% |
$86.4K - $86.7K
|
7.31K
$734K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
319+ 26.13% |
$32K - $32.1K
|
1.54K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
41.2KNew |
$4.14M - $4.15M
|
41.2K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.3K+ 15.16% |
$231K - $232K
|
17.5K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.3K+ 118.86% |
$231K - $232K
|
4.24K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 9.41% |
$116K - $117K
|
11.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.53K+ 90.01% |
$555K - $557K
|
11.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.9K+ 4.78% |
$2.7M - $2.71M
|
591K
$59.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
237New |
$23.8K - $23.9K
|
237
$23.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
177+ 2.73% |
$17.8K - $17.8K
|
6.67K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
195+ 5.01% |
$19.6K - $19.6K
|
4.09K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
28+ 0.96% |
$2.81K - $2.82K
|
2.96K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.14K+ 6.9% |
$214K - $215K
|
33.1K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 8.96% |
$128K - $128K
|
15.5K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-70- 0.91% |
$7.02K - $7.05K
|
7.59K
$763K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
196+ 8.19% |
$19.7K - $19.7K
|
2.59K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-33.9K- 23.91% |
$3.4M - $3.41M
|
108K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.35K+ 3.07% |
$236K - $237K
|
79K
$7.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.46K+ 7.23% |
$347K - $348K
|
51.3K
$5.15M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12K+ 163.82% |
$1.2M - $1.21M
|
19.3K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 11.36% |
$2.03M - $2.04M
|
199K
$20M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.73K- 6.61% |
$274K - $275K
|
38.6K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.77K+ 30.98% |
$278K - $279K
|
11.7K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-212K- 93.9% |
$21.3M - $21.4M
|
13.8K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 2.45% |
$170K - $170K
|
70.7K
$7.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
38.3K+ 29.6% |
$3.85M - $3.86M
|
168K
$16.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
67.3K+ 31.74% |
$6.75M - $6.78M
|
279K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-39.3K- 7.39% |
$3.95M - $3.96M
|
493K
$49.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
959+ 12.42% |
$96.2K - $96.6K
|
8.68K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
610+ 10.55% |
$61.2K - $61.5K
|
6.39K
$643K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
8.02K+ 4.81% |
$805K - $808K
|
175K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32K+ 12.67% |
$3.21M - $3.23M
|
285K
$28.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.38K- 13.74% |
$339K - $341K
|
21.2K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.8K- 6.9% |
$1.19M - $1.19M
|
160K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-73.4K- 99.89% |
$7.36M - $7.39M
|
83
$8.34K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.97K+ 25.94% |
$598K - $601K
|
29K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
70.3K+ 25.23% |
$7.05M - $7.08M
|
349K
$35.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.1K- 10.91% |
$1.61M - $1.62M
|
131K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14.7K+ 56.3% |
$1.48M - $1.49M
|
40.9K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.22K- 17.84% |
$323K - $324K
|
14.8K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 185.1% |
$458K - $460K
|
7.04K
$707K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
18KNew |
$1.8M - $1.81M
|
18K
$1.81M
|