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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-815- 13.19% |
$81.8K - $82.1K
|
5.36K
$538K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-800- 76.41% |
$80.3K - $80.5K
|
247
$24.8K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-740- 3.88% |
$74.3K - $74.5K
|
18.3K
$1.84M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-736- 5.72% |
$73.9K - $74.1K
|
12.1K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-735- 4.15% |
$73.7K - $74K
|
17K
$1.7M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-641- 1.02% |
$64.3K - $64.5K
|
62.2K
$6.25M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-639- 9.58% |
$64.1K - $64.3K
|
6.03K
$605K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-603- 10.62% |
$60.5K - $60.7K
|
5.08K
$509K
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-560- 0.87% |
$56.2K - $56.4K
|
64.1K
$6.43M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-548- 9.7% |
$55K - $55.2K
|
5.1K
$512K
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-524- 2.71% |
$52.6K - $52.8K
|
18.8K
$1.89M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-520- 37.41% |
$52.2K - $52.4K
|
870
$87.3K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-519- 8.84% |
$52.1K - $52.3K
|
5.35K
$537K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-515- 13.78% |
$51.7K - $51.9K
|
3.22K
$323K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-500- 7.86% |
$50.2K - $50.3K
|
5.86K
$588K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500- 25.0% |
$50.2K - $50.3K
|
1.5K
$151K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$149K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-465- 4.42% |
$46.7K - $46.8K
|
10.1K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-419- 15.86% |
$42K - $42.2K
|
2.22K
$223K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-368- 2.63% |
$36.9K - $37.1K
|
13.7K
$1.37M
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-366- 0.24% |
$36.7K - $36.8K
|
153K
$15.3M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-311- 1.55% |
$31.2K - $31.3K
|
19.8K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-305- 1.18% |
$30.6K - $30.7K
|
25.6K
$2.57M
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-300- 23.08% |
$30.1K - $30.2K
|
1K
$100K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-297- 9.1% |
$29.8K - $29.9K
|
2.97K
$298K
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-271- 7.7% |
$27.2K - $27.3K
|
3.25K
$326K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-249- 10.2% |
$25K - $25.1K
|
2.19K
$220K
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-196- 4.65% |
$19.7K - $19.7K
|
4.02K
$403K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-191- 1.44% |
$19.2K - $19.2K
|
13.1K
$1.31M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.4M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-179- 84.04% |
$18K - $18K
|
34
$3.41K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 68.15% |
$17K - $17K
|
79
$7.93K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-168- 7.71% |
$16.9K - $16.9K
|
2.01K
$202K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 5.4% |
$14.2K - $14.3K
|
2.49K
$250K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-135- 20.52% |
$13.5K - $13.6K
|
523
$52.5K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 5.35% |
$13.2K - $13.3K
|
2.34K
$235K
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-104- 1.42% |
$10.4K - $10.5K
|
7.24K
$726K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 4.35% |
$10K - $10.1K
|
2.2K
$221K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 39.68% |
$10K - $10.1K
|
152
$15.3K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 1.59% |
$9.53K - $9.56K
|
5.88K
$590K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-93- 2.74% |
$9.33K - $9.36K
|
3.3K
$331K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 1.1% |
$8.63K - $8.66K
|
7.72K
$775K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-80- 0.56% |
$8.03K - $8.05K
|
14.2K
$1.43M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-68- 1.31% |
$6.82K - $6.85K
|
5.12K
$514K
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-61- 1.69% |
$6.12K - $6.14K
|
3.54K
$355K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.37% |
$6.12K - $6.14K
|
16.5K
$1.65M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-58- 1.6% |
$5.82K - $5.84K
|
3.58K
$359K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-55- 0.94% |
$5.52K - $5.54K
|
5.78K
$580K
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-44- 0.1% |
$4.41K - $4.43K
|
42K
$4.21M
|