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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-658K- 89.62% |
$65.9M - $66.3M
|
76.2K
$7.67M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-357K- 34.71% |
$35.8M - $36M
|
672K
$67.7M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-324K- 32.3% |
$32.4M - $32.6M
|
679K
$68.3M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-145K- 18.38% |
$14.6M - $14.6M
|
646K
$65M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-95.2K- 17.93% |
$9.53M - $9.58M
|
436K
$43.8M
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-48K- 69.09% |
$4.81M - $4.83M
|
21.5K
$2.16M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36K- 41.51% |
$3.61M - $3.62M
|
50.7K
$5.1M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 97.5% |
$3.44M - $3.46M
|
882
$88.8K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.7K- 12.68% |
$3.18M - $3.2M
|
219K
$22M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.1K- 9.74% |
$2.71M - $2.73M
|
251K
$25.3M
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.8K- 21.27% |
$2.58M - $2.59M
|
95.4K
$9.6M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-17.8K- 24.93% |
$1.78M - $1.79M
|
53.5K
$5.38M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.3K- 4.74% |
$1.73M - $1.74M
|
347K
$35M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.9K- 15.34% |
$1.39M - $1.4M
|
76.6K
$7.7M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.2K- 12.27% |
$1.33M - $1.33M
|
94.6K
$9.52M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11.7K- 8.54% |
$1.17M - $1.18M
|
125K
$12.6M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.71K- 4.81% |
$972K - $978K
|
192K
$19.3M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.18K- 47.99% |
$919K - $924K
|
9.95K
$1M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-9.13K- 20.1% |
$914K - $919K
|
36.3K
$3.65M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.72K- 3.12% |
$873K - $878K
|
271K
$27.2M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.77K- 5.16% |
$778K - $782K
|
143K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-7.13K- 1.72% |
$715K - $718K
|
407K
$41M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-6.95K- 12.92% |
$696K - $700K
|
46.9K
$4.72M
|
|
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
$8.87M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-6.5K- 4.1% |
$651K - $654K
|
152K
$15.3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92K- 99.92% |
$593K - $596K
|
5
$503
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.46K- 9.9% |
$546K - $549K
|
49.6K
$4.99M
|
|
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
$622K
|
|
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
$490K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.76K- 10.9% |
$276K - $277K
|
22.5K
$2.27M
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-2.68K- 2.28% |
$268K - $269K
|
115K
$11.6M
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.67K- 4.25% |
$268K - $269K
|
60.2K
$6.06M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.5K- 34.68% |
$251K - $252K
|
4.72K
$475K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.47K- 5.53% |
$247K - $248K
|
42.1K
$4.24M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.38K- 1.64% |
$238K - $240K
|
143K
$14.4M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.32K- 39.33% |
$232K - $233K
|
3.58K
$360K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.22K- 29.18% |
$222K - $223K
|
5.38K
$541K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.13K- 22.46% |
$213K - $214K
|
7.34K
$739K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 15.69% |
$175K - $176K
|
9.41K
$947K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.66K- 66.29% |
$166K - $167K
|
843
$84.8K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-1.64K- 45.24% |
$164K - $165K
|
1.99K
$200K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 39.57% |
$162K - $163K
|
2.47K
$248K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 0.27% |
$155K - $156K
|
567K
$57.1M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$147K - $148K
|
10.1K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.4K- 9.93% |
$140K - $140K
|
12.6K
$1.27M
|