Latest Institutional Sells of Ishares Trishares 0 3 Mnth Tre (SGOV)
This list provides information on the latest institutional transactions involving Ishares Trishares 0 3 Mnth Tre (SGOV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-145K- 18.38% |
$14.6M - $14.6M
|
646K
$64.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 97.5% |
$3.44M - $3.46M
|
882
$88.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.1K- 9.74% |
$2.71M - $2.73M
|
251K
$25.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.2K- 12.27% |
$1.33M - $1.33M
|
94.6K
$9.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-6.95K- 12.92% |
$696K - $700K
|
46.9K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-6.82K- 38.04% |
$683K - $687K
|
11.1K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.78K- 7.14% |
$679K - $683K
|
88.1K
$8.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-6.5K- 4.1% |
$651K - $654K
|
152K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.21K- 34.19% |
$521K - $524K
|
10K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.84K- 50.45% |
$384K - $386K
|
3.77K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.43K- 35.7% |
$344K - $345K
|
6.18K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-3.29K- 70.15% |
$330K - $331K
|
1.4K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.13K- 39.14% |
$314K - $315K
|
4.87K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.76K- 10.9% |
$276K - $277K
|
22.5K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-2.68K- 2.28% |
$268K - $269K
|
115K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.22K- 29.18% |
$222K - $223K
|
5.38K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 15.69% |
$175K - $176K
|
9.41K
$946K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.66K- 66.29% |
$166K - $167K
|
843
$84.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-1.64K- 45.24% |
$164K - $165K
|
1.99K
$199K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.34K- 71.82% |
$135K - $135K
|
527
$53K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 16.55% |
$116K - $117K
|
5.83K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-942- 0.48% |
$94.4K - $94.9K
|
196K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-750- 13.64% |
$75.1K - $75.5K
|
4.75K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-451- 14.6% |
$45.2K - $45.4K
|
2.64K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-377- 4.22% |
$37.8K - $38K
|
8.57K
$861K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.04% |
$24.7K - $24.9K
|
683K
$68.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 9.34% |
$22.4K - $22.6K
|
2.18K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 2.66% |
$17.4K - $17.5K
|
6.36K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-172- 0.36% |
$17.2K - $17.3K
|
47.1K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-167- 1.33% |
$16.7K - $16.8K
|
12.4K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-65- 94.2% |
$6.51K - $6.55K
|
4
$402
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-42- 0.02% |
$4.21K - $4.23K
|
213K
$21.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-6- 0.16% |
$601 - $604
|
3.78K
$380K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.04M- 99.25% |
$405M - $407M
|
30.5K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-820K- 46.97% |
$82.3M - $82.6M
|
926K
$93.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-524K- 98.42% |
$52.6M - $52.8M
|
8.44K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-366K- 9.74% |
$36.7M - $36.9M
|
3.39M
$341M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-322K- 73.47% |
$32.3M - $32.4M
|
116K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-310K- 25.47% |
$31.1M - $31.3M
|
909K
$91.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-309K- 94.82% |
$31M - $31.1M
|
16.9K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-276K- 22.78% |
$27.7M - $27.8M
|
936K
$94.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-254K- 99.11% |
$25.4M - $25.6M
|
2.27K
$228K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-243K- 12.87% |
$24.3M - $24.4M
|
1.64M
$165M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-234K- 40.35% |
$23.4M - $23.5M
|
345K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-212K- 93.9% |
$21.3M - $21.4M
|
13.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-201K- 16.11% |
$20.1M - $20.2M
|
1.05M
$105M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-199K- 78.32% |
$20M - $20M
|
55.1K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-193K- 98.03% |
$19.4M - $19.4M
|
3.87K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-160K- 63.13% |
$16M - $16.1M
|
93.2K
$9.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-158K- 70.03% |
$15.9M - $16M
|
67.8K
$6.82M
|
|