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 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 60.76% |
$282K - $283K
|
7.44K
$745K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
72+ 0.4% |
$7.22K - $7.25K
|
18K
$1.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.24KNew |
$225K - $226K
|
2.24K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
174New |
$17.5K - $17.5K
|
174
$17.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 27.9% |
$1.92M - $1.93M
|
87.9K
$8.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-809- 7.87% |
$81.1K - $81.5K
|
9.47K
$948K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.21K+ 29.43% |
$322K - $323K
|
14.1K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
392+ 17.7% |
$39.3K - $39.5K
|
2.61K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
52K+ 738.79% |
$5.21M - $5.24M
|
59K
$5.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 16.98% |
$1.64M - $1.64M
|
112K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-785- 61.96% |
$78.7K - $79.1K
|
482
$48.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.18K- 22.54% |
$118K - $118K
|
4.04K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-199K- 78.32% |
$20M - $20M
|
55.1K
$5.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.66K- 10.38% |
$166K - $167K
|
14.3K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.41K+ 10.17% |
$843K - $847K
|
91.1K
$9.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-13.7K- 41.69% |
$1.37M - $1.38M
|
19.1K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.17K- 50.0% |
$518K - $521K
|
5.17K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 24.63% |
$1.97M - $1.97M
|
60K
$6M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.7KNew |
$271K - $272K
|
2.7K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.47K+ 1286.82% |
$549K - $551K
|
5.89K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.27K+ 108.22% |
$629K - $631K
|
12.1K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.5KNew |
$1.16M - $1.16M
|
11.5K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 18.35% |
$100K - $101K
|
6.45K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-533- 6.55% |
$53.5K - $53.7K
|
7.61K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-2.73KClosed |
$273K - $275K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-80- 0.51% |
$8.02K - $8.06K
|
15.6K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.4K+ 51.92% |
$1.94M - $1.95M
|
56.7K
$5.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.32K+ 12.53% |
$132K - $132K
|
11.8K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.4K- 27.41% |
$140K - $141K
|
3.71K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
184K+ 1503.5% |
$18.5M - $18.6M
|
197K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 1.33% |
$2.71K - $2.72K
|
2.06K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
7.46K+ 39.86% |
$748K - $752K
|
26.2K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.83KNew |
$284K - $285K
|
2.83K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
15.7K+ 101.21% |
$1.58M - $1.58M
|
31.3K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.66K+ 16.83% |
$768K - $772K
|
53.2K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
22.3K+ 31.44% |
$2.24M - $2.25M
|
93.3K
$9.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.4K- 7.21% |
$1.65M - $1.66M
|
211K
$21.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.92K+ 5.21% |
$694K - $697K
|
140K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.75K- 24.57% |
$276K - $277K
|
8.44K
$845K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-43.8K- 74.02% |
$4.39M - $4.41M
|
15.4K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 4.99% |
$405K - $407K
|
85K
$8.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
363K+ 40.31% |
$36.4M - $36.6M
|
1.26M
$127M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.01K+ 71.33% |
$302K - $303K
|
7.22K
$723K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
67.9K+ 2065.37% |
$6.81M - $6.84M
|
71.2K
$7.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-7.56K- 51.14% |
$758K - $761K
|
7.22K
$723K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
186K+ 37.48% |
$18.7M - $18.8M
|
683K
$68.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18K+ 209.74% |
$1.8M - $1.81M
|
26.5K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-500- 20.0% |
$50.2K - $50.4K
|
2K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.3KNew |
$1.34M - $1.34M
|
13.3K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
26.6KNew |
$2.67M - $2.68M
|
26.6K
$2.66M
|