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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86.9K- 34.31% |
$8.71M - $8.75M
|
166K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-28.3K- 6.19% |
$2.83M - $2.84M
|
428K
$43M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.71K- 17.76% |
$872K - $876K
|
40.3K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.99K- 46.68% |
$199K - $200K
|
2.27K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-296- 11.5% |
$29.7K - $29.8K
|
2.28K
$229K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 28.79% |
$4.23M - $4.26M
|
105K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-22.4K- 50.41% |
$2.24M - $2.25M
|
22K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.77K- 63.86% |
$778K - $781K
|
4.4K
$442K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.52K- 40.2% |
$352K - $354K
|
5.24K
$526K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.19KClosed |
$319K - $321K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.15K- 95.86% |
$315K - $316K
|
136
$13.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.99K- 49.17% |
$199K - $200K
|
2.06K
$207K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-205- 8.16% |
$20.5K - $20.6K
|
2.31K
$232K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-69.8K- 85.19% |
$6.98M - $7.01M
|
12.1K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-30.9K- 28.55% |
$3.09M - $3.11M
|
77.4K
$7.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.5K- 28.8% |
$550K - $552K
|
13.6K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5K- 50.0% |
$499K - $501K
|
5K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 1.63% |
$31.4K - $31.5K
|
19K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.2K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-63.2K- 54.23% |
$6.33M - $6.34M
|
53.4K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-58.9K- 3.27% |
$5.89M - $5.9M
|
1.74M
$175M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4K- 39.97% |
$400K - $401K
|
6K
$603K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 10.71% |
$156K - $156K
|
13K
$1.31M
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-4.89KClosed |
$489K - $490K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.04KClosed |
$204K - $204K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-250Closed |
$25K - $25K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.42KClosed |
$742K - $742K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.63KClosed |
$663K - $664K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-4.4KClosed |
$440K - $440K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7KClosed |
$700K - $700K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-480KClosed |
$48.1M - $48.1M
|
0
$0
|
|