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 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-13.5K- 41.73% |
$1.35M - $1.36M
|
18.8K
$1.89M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13K- 13.99% |
$1.31M - $1.31M
|
80K
$8.03M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.6K- 14.57% |
$1.26M - $1.27M
|
73.8K
$7.41M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.5K- 31.23% |
$1.26M - $1.26M
|
27.6K
$2.77M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-12.3K- 22.1% |
$1.24M - $1.24M
|
43.5K
$4.36M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 13.36% |
$1.17M - $1.18M
|
75.8K
$7.6M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 18.06% |
$1.17M - $1.17M
|
52.7K
$5.29M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.6K- 10.32% |
$1.16M - $1.16M
|
100K
$10.1M
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-10.9K- 6.35% |
$1.1M - $1.1M
|
161K
$16.2M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-10.2KClosed |
$1.03M - $1.03M
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.89K- 66.93% |
$992K - $995K
|
4.88K
$490K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-9.23K- 22.43% |
$926K - $929K
|
31.9K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9.16K- 6.0% |
$919K - $922K
|
143K
$14.4M
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-9K- 13.29% |
$903K - $906K
|
58.7K
$5.89M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.74K- 11.11% |
$877K - $880K
|
69.9K
$7.02M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8.4K- 16.94% |
$843K - $846K
|
41.2K
$4.14M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.4K- 7.63% |
$843K - $846K
|
102K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.28K- 23.69% |
$831K - $834K
|
26.7K
$2.68M
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-7.82K- 11.44% |
$785K - $788K
|
60.6K
$6.08M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.49K- 76.26% |
$752K - $754K
|
2.33K
$234K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-7.47K- 32.2% |
$750K - $752K
|
15.7K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.42K- 29.68% |
$745K - $747K
|
17.6K
$1.77M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.36K- 7.5% |
$739K - $741K
|
90.8K
$9.11M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.19K- 10.77% |
$721K - $723K
|
59.5K
$5.97M
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.06K- 48.27% |
$708K - $711K
|
7.56K
$759K
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-7.02K- 5.64% |
$704K - $706K
|
117K
$11.8M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.89K- 2.38% |
$692K - $694K
|
283K
$28.4M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.69K- 7.3% |
$671K - $673K
|
84.9K
$8.53M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.43K- 18.8% |
$645K - $648K
|
27.8K
$2.79M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.29K- 8.09% |
$631K - $633K
|
71.5K
$7.18M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.93K- 23.78% |
$595K - $597K
|
19K
$1.91M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.76K- 4.02% |
$578K - $580K
|
137K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 14.87% |
$557K - $559K
|
31.8K
$3.19M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.53K- 54.94% |
$554K - $556K
|
4.53K
$455K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.17K- 11.36% |
$518K - $520K
|
40.3K
$4.04M
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-4.99K- 3.25% |
$500K - $502K
|
149K
$14.9M
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-4.97K- 6.03% |
$499K - $501K
|
77.4K
$7.77M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.89K- 52.73% |
$491K - $493K
|
4.39K
$440K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.87K- 9.44% |
$489K - $490K
|
46.7K
$4.69M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.82K- 5.84% |
$484K - $485K
|
77.7K
$7.8M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.71K- 23.73% |
$473K - $475K
|
15.2K
$1.52M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.68K- 13.02% |
$470K - $471K
|
31.3K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.56K- 9.0% |
$458K - $460K
|
46.2K
$4.63M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 45.03% |
$452K - $453K
|
5.5K
$552K
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.41K- 55.14% |
$443K - $444K
|
3.59K
$360K
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-4.29K- 4.12% |
$431K - $432K
|
99.8K
$10M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.25K- 37.15% |
$426K - $428K
|
7.19K
$721K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.91K- 8.34% |
$392K - $393K
|
42.9K
$4.31M
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.82K- 22.64% |
$383K - $384K
|
13K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.66K- 62.91% |
$367K - $369K
|
2.16K
$217K
|