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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.61K- 9.36% |
$361K - $363K
|
35K
$3.52M
|
|
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
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.2K- 20.7% |
$321K - $323K
|
12.3K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 31.54% |
$321K - $323K
|
6.95K
$700K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.19K- 26.47% |
$320K - $321K
|
8.87K
$893K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.18K- 4.68% |
$318K - $320K
|
64.7K
$6.51M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.13K- 39.14% |
$314K - $315K
|
4.87K
$490K
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.08K- 2.74% |
$308K - $310K
|
109K
$11M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.91K- 2.57% |
$291K - $293K
|
110K
$11.1M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.76K- 10.9% |
$276K - $277K
|
22.5K
$2.27M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.68K- 20.93% |
$269K - $270K
|
10.1K
$1.02M
|
|
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 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.64K- 17.15% |
$264K - $265K
|
12.7K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.63K- 63.42% |
$263K - $265K
|
1.52K
$152K
|
|
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
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.41K- 4.99% |
$241K - $242K
|
45.8K
$4.61M
|
|
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 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.17K- 48.59% |
$217K - $218K
|
2.29K
$231K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.13K- 22.46% |
$213K - $214K
|
7.34K
$739K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.99K- 24.91% |
$199K - $200K
|
5.99K
$602K
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.81K- 4.12% |
$181K - $182K
|
42K
$4.23M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 15.69% |
$175K - $176K
|
9.41K
$947K
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.7K- 12.49% |
$170K - $171K
|
11.9K
$1.2M
|
|
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
$249K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 0.27% |
$155K - $156K
|
567K
$57.1M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.52K- 25.13% |
$152K - $153K
|
4.51K
$454K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.5K- 13.36% |
$150K - $151K
|
9.7K
$977K
|
|
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
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$417K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.34K- 71.82% |
$135K - $135K
|
527
$53K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 32.24% |
$132K - $133K
|
2.78K
$280K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.27K- 33.7% |
$127K - $127K
|
2.49K
$251K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.25K- 14.42% |
$125K - $126K
|
7.41K
$745K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 31.33% |
$120K - $121K
|
2.63K
$265K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 25.82% |
$120K - $120K
|
3.44K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.2K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 16.55% |
$116K - $117K
|
5.83K
$587K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.15K- 5.42% |
$115K - $116K
|
20.1K
$2.02M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.15K- 35.75% |
$115K - $116K
|
2.07K
$208K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 16.71% |
$99.6K - $100K
|
4.95K
$499K
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-985- 92.75% |
$98.7K - $99.2K
|
77
$7.75K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-978- 6.52% |
$98K - $98.5K
|
14K
$1.41M
|