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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.04K- 93.81% |
$606K - $609K
|
399
$40K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 62.92% |
$389K - $391K
|
2.29K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 7.65% |
$298K - $300K
|
35.9K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.83K- 16.05% |
$284K - $285K
|
14.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 47.37% |
$181K - $181K
|
2K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.76K- 23.07% |
$177K - $177K
|
5.87K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 84.66% |
$133K - $134K
|
241
$24.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.31K- 1.44% |
$131K - $132K
|
89.4K
$8.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-472- 99.16% |
$47.3K - $47.5K
|
4
$401
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-377- 41.47% |
$37.8K - $38K
|
532
$53.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 73.68% |
$35.1K - $35.3K
|
125
$12.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-151- 2.56% |
$15.1K - $15.2K
|
5.76K
$578K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-43- 6.66% |
$4.31K - $4.33K
|
603
$60.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 50.0% |
$1.3K - $1.31K
|
13
$1.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.04% |
$100 - $101
|
2.33K
$234K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-51.9K- 83.68% |
$5.21M - $5.23M
|
10.1K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45.5K- 86.4% |
$4.56M - $4.58M
|
7.16K
$719K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-13.1K- 66.04% |
$1.32M - $1.32M
|
6.75K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.18K- 12.87% |
$920K - $924K
|
62.1K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.82K- 66.36% |
$684K - $687K
|
3.46K
$347K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.01K- 12.34% |
$402K - $404K
|
28.5K
$2.86M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.5K- 47.85% |
$251K - $252K
|
2.73K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$815K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 74.13% |
$87.7K - $88.1K
|
305
$30.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$378K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-448- 25.41% |
$44.9K - $45.1K
|
1.32K
$132K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124- 14.19% |
$12.4K - $12.5K
|
750
$75.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-55- 91.67% |
$5.52K - $5.54K
|
5
$502
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 1.36% |
$3.01K - $3.02K
|
2.17K
$218K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536K- 58.81% |
$53.8M - $54M
|
376K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-253K- 99.02% |
$25.4M - $25.5M
|
2.51K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167K- 60.78% |
$16.7M - $16.8M
|
108K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-165K- 72.92% |
$16.6M - $16.7M
|
61.5K
$6.17M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-38.6K- 83.92% |
$3.87M - $3.89M
|
7.39K
$742K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36.4K- 58.71% |
$3.65M - $3.66M
|
25.6K
$2.57M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31K- 72.87% |
$3.11M - $3.12M
|
11.5K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.65K- 41.11% |
$867K - $871K
|
12.4K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.29K- 50.18% |
$330K - $331K
|
3.26K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.23KClosed |
$223K - $224K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.58K- 37.77% |
$159K - $159K
|
2.61K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.27K- 2.01% |
$127K - $128K
|
61.9K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.02K- 17.44% |
$103K - $103K
|
4.84K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-820- 10.81% |
$82.2K - $82.6K
|
6.77K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-420- 8.94% |
$42.1K - $42.3K
|
4.28K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 52.44% |
$40.9K - $41.1K
|
370
$37.1K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 46.42% |
$35.1K - $35.2K
|
404
$40.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-199- 7.36% |
$20K - $20K
|
2.5K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-92- 3.53% |
$9.23K - $9.27K
|
2.51K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 72.29% |
$6.02K - $6.04K
|
23
$2.31K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 13.74% |
$1.81K - $1.81K
|
113
$11.3K
|
|