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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-817K- 64.55% |
$81.9M - $82.3M
|
449K
$45.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-756K- 44.08% |
$75.9M - $76.2M
|
959K
$96.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-743K- 16.04% |
$74.5M - $74.8M
|
3.89M
$392M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-706K- 89.79% |
$70.8M - $71.1M
|
80.2K
$8.08M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-548K- 69.63% |
$54.9M - $55.2M
|
239K
$24.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536K- 58.81% |
$53.8M - $54M
|
376K
$37.9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-406K- 9.42% |
$40.7M - $40.9M
|
3.9M
$393M
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-391K- 46.97% |
$39.2M - $39.3M
|
441K
$44.4M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-365K- 39.24% |
$36.6M - $36.7M
|
565K
$56.9M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-342K- 30.85% |
$34.3M - $34.4M
|
766K
$77.2M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-270K- 99.71% |
$27.1M - $27.2M
|
795
$80.1K
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-253K- 99.02% |
$25.4M - $25.5M
|
2.51K
$253K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-243K- 59.74% |
$24.3M - $24.4M
|
164K
$16.5M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-235K- 73.93% |
$23.6M - $23.7M
|
83K
$8.36M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-227K- 40.63% |
$22.8M - $22.9M
|
332K
$33.4M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179K- 70.79% |
$18M - $18.1M
|
74K
$7.45M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167K- 60.78% |
$16.7M - $16.8M
|
108K
$10.8M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-165K- 72.92% |
$16.6M - $16.7M
|
61.5K
$6.19M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-127K- 29.25% |
$12.7M - $12.8M
|
307K
$31M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 4.9% |
$12.5M - $12.5M
|
2.41M
$243M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-123K- 82.81% |
$12.4M - $12.4M
|
25.6K
$2.58M
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119K- 44.28% |
$12M - $12M
|
150K
$15.1M
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-118K- 98.12% |
$11.8M - $11.9M
|
2.27K
$228K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 13.98% |
$11.8M - $11.9M
|
726K
$73.2M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-101K- 25.45% |
$10.1M - $10.1M
|
295K
$29.7M
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-101K- 12.59% |
$10.1M - $10.1M
|
699K
$70.4M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-99.4K- 28.51% |
$9.97M - $10M
|
249K
$25.1M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-92.7K- 59.92% |
$9.3M - $9.34M
|
62K
$6.25M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79.8K- 83.11% |
$8M - $8.04M
|
16.2K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71.6K- 6.01% |
$7.18M - $7.21M
|
1.12M
$113M
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-71K- 59.47% |
$7.12M - $7.15M
|
48.4K
$4.88M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.1K- 5.71% |
$6.93M - $6.95M
|
1.14M
$115M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67.1K- 27.43% |
$6.73M - $6.76M
|
178K
$17.9M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-63.3K- 34.94% |
$6.35M - $6.38M
|
118K
$11.9M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-56.7K- 36.18% |
$5.69M - $5.71M
|
100K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49.9K- 28.47% |
$5M - $5.02M
|
125K
$12.6M
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-48.5K- 19.7% |
$4.87M - $4.89M
|
198K
$19.9M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-48.5K- 22.99% |
$4.86M - $4.88M
|
162K
$16.4M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.6K- 56.02% |
$4.77M - $4.79M
|
37.4K
$3.76M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-46.3K- 24.65% |
$4.65M - $4.67M
|
142K
$14.3M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.8K- 33.32% |
$4.39M - $4.41M
|
87.6K
$8.82M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.3K- 62.55% |
$4.24M - $4.26M
|
25.3K
$2.55M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-41.2K- 3.51% |
$4.13M - $4.15M
|
1.13M
$114M
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-40.6K- 94.17% |
$4.07M - $4.09M
|
2.51K
$253K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39.5K- 34.02% |
$3.96M - $3.98M
|
76.6K
$7.72M
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-38.6K- 83.92% |
$3.87M - $3.89M
|
7.39K
$745K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 88.96% |
$3.78M - $3.8M
|
4.68K
$472K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36.4K- 58.71% |
$3.65M - $3.66M
|
25.6K
$2.58M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-36K- 78.96% |
$3.61M - $3.63M
|
9.6K
$967K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34K- 34.81% |
$3.41M - $3.42M
|
63.7K
$6.41M
|