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 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
26.1K+ 95.63% |
$2.62M - $2.63M
|
53.4K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
13.3K+ 13.37% |
$1.33M - $1.34M
|
113K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 35.94% |
$184K - $185K
|
6.95K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.8K- 24.68% |
$281K - $282K
|
8.55K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.02K+ 108.65% |
$403K - $405K
|
7.72K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.45K- 95.78% |
$146K - $146K
|
64
$6.44K
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.05K- 27.06% |
$105K - $105K
|
2.82K
$284K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.96K- 6.12% |
$197K - $197K
|
30K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.33K- 77.61% |
$335K - $336K
|
962
$96.8K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
147K+ 10.96% |
$14.7M - $14.8M
|
1.48M
$149M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
258KNew |
$25.8M - $25.9M
|
258K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-962- 83.43% |
$96.5K - $96.9K
|
191
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.3KNew |
$7.26M - $7.28M
|
72.3K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-215K- 12.29% |
$21.6M - $21.7M
|
1.54M
$155M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94KNew |
$395K - $397K
|
3.94K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.56K- 9.0% |
$458K - $460K
|
46.2K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.6K+ 19.9% |
$3.97M - $3.99M
|
239K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
45.2K+ 159.5% |
$4.54M - $4.55M
|
73.6K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 13.57% |
$323K - $324K
|
26.9K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.28K+ 18.09% |
$329K - $330K
|
21.4K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.53M+ 578.24% |
$555M - $557M
|
6.49M
$653M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-67.3K- 30.61% |
$6.76M - $6.78M
|
153K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
905+ 3.47% |
$90.8K - $91.1K
|
27K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 0.62% |
$2.81K - $2.82K
|
4.52K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-25.4K- 21.16% |
$2.55M - $2.56M
|
94.6K
$9.52M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
280K+ 679.1% |
$28.1M - $28.2M
|
321K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.7K- 15.82% |
$5.69M - $5.71M
|
302K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.74K+ 27.04% |
$174K - $175K
|
8.17K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.37K+ 19.93% |
$238K - $238K
|
14.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 14.73% |
$4.14M - $4.15M
|
321K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
181K+ 14.46% |
$18.2M - $18.2M
|
1.43M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3KNew |
$6.66M - $6.68M
|
66.3K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 17.54% |
$1.06M - $1.07M
|
71.1K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
324New |
$32.5K - $32.6K
|
324
$32.6K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.06K+ 16.36% |
$307K - $308K
|
21.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
60.6KNew |
$6.08M - $6.1M
|
60.6K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 1.59% |
$9.53K - $9.56K
|
5.88K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.71K+ 7.44% |
$372K - $373K
|
53.6K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.3K+ 14.74% |
$4.15M - $4.16M
|
322K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32- 1.31% |
$3.21K - $3.22K
|
2.42K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.9K+ 3.97% |
$1.19M - $1.2M
|
311K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.78K+ 64.82% |
$178K - $179K
|
4.52K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222K+ 24.01% |
$22.2M - $22.3M
|
1.14M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.46K+ 67.74% |
$648K - $650K
|
16K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
773K+ 7358.34% |
$77.6M - $77.8M
|
784K
$78.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.8K+ 34.06% |
$8.71M - $8.74M
|
342K
$34.4M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.78K+ 12.25% |
$279K - $280K
|
25.4K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1K- 8.25% |
$1.62M - $1.62M
|
179K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.66K- 62.91% |
$367K - $369K
|
2.16K
$217K
|