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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.71K+ 6.14% |
$573K - $575K
|
98.7K
$9.89M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41K+ 390.16% |
$4.11M - $4.13M
|
51.5K
$5.16M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.34K+ 22.92% |
$736K - $739K
|
39.3K
$3.94M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-817- 1.28% |
$81.9K - $82.3K
|
62.9K
$6.3M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16.9K- 11.39% |
$1.7M - $1.71M
|
132K
$13.2M
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.77K- 22.27% |
$479K - $481K
|
16.7K
$1.67M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$317K - $318K
|
3.16K
$316K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-155K- 80.53% |
$15.6M - $15.6M
|
37.6K
$3.76M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.61K+ 12.66% |
$162K - $162K
|
14.4K
$1.44M
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
4.47K+ 11.35% |
$448K - $450K
|
43.8K
$4.39M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-447- 13.87% |
$44.8K - $45K
|
2.78K
$278K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-47.4K- 6.45% |
$4.75M - $4.77M
|
687K
$68.8M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21.4K- 5.55% |
$2.15M - $2.16M
|
365K
$36.5M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.59K- 26.24% |
$160K - $160K
|
4.47K
$448K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19.5K- 11.83% |
$1.95M - $1.96M
|
145K
$14.5M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
435K+ 73.23% |
$43.7M - $43.9M
|
1.03M
$103M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1K+ 199.12% |
$1.31M - $1.32M
|
19.7K
$1.97M
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-45.2K- 52.13% |
$4.53M - $4.55M
|
41.5K
$4.16M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-812- 9.25% |
$81.4K - $81.8K
|
7.97K
$798K
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.02KNew |
$203K - $203K
|
2.02K
$202K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
28K+ 33.58% |
$2.81M - $2.82M
|
111K
$11.2M
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
265K+ 216.06% |
$26.6M - $26.7M
|
387K
$38.8M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-4.62K- 42.07% |
$463K - $465K
|
6.36K
$637K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.04K+ 53.05% |
$706K - $709K
|
20.3K
$2.03M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.5K+ 17.6% |
$1.36M - $1.36M
|
90.4K
$9.06M
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 32.74% |
$135K - $135K
|
2.76K
$276K
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.14K- 9.83% |
$114K - $114K
|
10.4K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
106K+ 41.02% |
$10.6M - $10.7M
|
363K
$36.4M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 1.96% |
$104K - $104K
|
51.8K
$5.18M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
142+ 23.24% |
$14.2K - $14.3K
|
753
$75.4K
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.31K- 1.44% |
$131K - $132K
|
89.4K
$8.95M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
326+ 5.14% |
$32.7K - $32.8K
|
6.67K
$668K
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-6.91K- 11.35% |
$693K - $696K
|
53.9K
$5.4M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.41K- 6.28% |
$643K - $646K
|
95.7K
$9.59M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
148K+ 20.95% |
$14.9M - $15M
|
857K
$85.8M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.77K+ 14.2% |
$177K - $178K
|
14.2K
$1.43M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1M
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.57K- 9.28% |
$358K - $360K
|
34.9K
$3.49M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.2K+ 36.99% |
$1.92M - $1.93M
|
71.1K
$7.12M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$2.11K - $2.12K
|
21
$2.1K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
44.9K+ 21.88% |
$4.51M - $4.53M
|
250K
$25.1M
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2.09K- 46.18% |
$210K - $211K
|
2.44K
$244K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 14.5% |
$367K - $369K
|
28.9K
$2.9M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
118KNew |
$11.9M - $11.9M
|
118K
$11.9M
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100- 2.25% |
$10K - $10.1K
|
4.35K
$436K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3K+ 51.23% |
$1.14M - $1.14M
|
33.4K
$3.35M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-7.07K- 49.94% |
$709K - $712K
|
7.09K
$710K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 74.65% |
$371K - $373K
|
8.65K
$867K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.04K- 93.81% |
$606K - $609K
|
399
$40K
|