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 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-17.4K- 62.69% |
$1.74M - $1.75M
|
10.3K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-17.1K- 51.83% |
$1.71M - $1.72M
|
15.9K
$1.6M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-11.4KClosed |
$1.14M - $1.15M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.2K- 25.96% |
$1.12M - $1.13M
|
32K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.03K- 99.42% |
$903K - $909K
|
53
$5.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-3.18K- 11.78% |
$318K - $320K
|
23.8K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.65K- 1.65% |
$265K - $267K
|
158K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.2K- 40.22% |
$220K - $221K
|
3.27K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 15.41% |
$179K - $181K
|
9.84K
$990K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-946- 16.39% |
$94.6K - $95.3K
|
4.83K
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500- 19.46% |
$50K - $50.4K
|
2.07K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-24- 0.79% |
$2.4K - $2.42K
|
3.02K
$304K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-80K- 21.67% |
$8.01M - $8.05M
|
289K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-46.2K- 85.78% |
$4.63M - $4.66M
|
7.67K
$772K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.95K- 36.44% |
$596K - $599K
|
10.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.47K- 58.32% |
$348K - $349K
|
2.48K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 69.72% |
$288K - $289K
|
1.25K
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-452- 1.23% |
$45.3K - $45.5K
|
36.4K
$3.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-111- 0.04% |
$11.1K - $11.2K
|
268K
$26.9M
|
|
| Q2 2023 | |||||||
|
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
$43.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.71K- 17.76% |
$872K - $876K
|
40.3K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.99K- 46.68% |
$199K - $200K
|
2.27K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-296- 11.5% |
$29.7K - $29.8K
|
2.28K
$229K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-274- 85.36% |
$27.4K - $27.6K
|
47
$4.73K
|
|
| 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
$527K
|
|
|
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
$7.79M
|
|
|
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
$503K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 1.63% |
$31.4K - $31.5K
|
19K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-64- 1.99% |
$6.4K - $6.42K
|
3.15K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.3K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-63.2K- 54.23% |
$6.33M - $6.34M
|
53.4K
$5.37M
|
|
|
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
$604K
|
|
|
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
|
|