Latest Institutional Purchases 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 buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
149+ 6.47% |
$14.9K - $15K
|
2.45K
$247K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
148+ 1.16% |
$14.8K - $14.9K
|
12.9K
$1.29M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
138+ 2.89% |
$13.8K - $13.9K
|
4.92K
$495K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
133+ 0.74% |
$13.3K - $13.4K
|
18.1K
$1.82M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$12.6K - $12.7K
|
126
$12.7K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
118+ 0.44% |
$11.8K - $11.9K
|
26.7K
$2.68M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
104+ 2.39% |
$10.4K - $10.5K
|
4.46K
$449K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
85New |
$8.51K - $8.56K
|
85
$8.56K
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
66+ 0.53% |
$6.61K - $6.65K
|
12.5K
$1.26M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.68% |
$5.51K - $5.54K
|
8.09K
$814K
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 1.6% |
$5.11K - $5.14K
|
3.24K
$326K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$4.81K - $4.83K
|
48
$4.83K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
46+ 1.62% |
$4.61K - $4.63K
|
2.88K
$290K
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
45+ 1.17% |
$4.51K - $4.53K
|
3.9K
$392K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42New |
$4.21K - $4.23K
|
42
$4.23K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33New |
$3.31K - $3.32K
|
33
$3.32K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.59% |
$3.21K - $3.22K
|
2.05K
$206K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
28+ 0.49% |
$2.8K - $2.82K
|
5.79K
$583K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 0.9% |
$2.7K - $2.72K
|
3.02K
$304K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.18% |
$2.6K - $2.62K
|
2.23K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 2.55% |
$1.3K - $1.31K
|
522
$52.5K
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
13+ 0.14% |
$1.3K - $1.31K
|
9.16K
$921K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 1.51% |
$1K - $1.01K
|
671
$67.5K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 1.65% |
$601 - $604
|
370
$37.2K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$601 - $604
|
6
$604
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.46% |
$501 - $504
|
1.1K
$111K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$401 - $403
|
4
$403
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 1.85% |
$100 - $101
|
55
$5.54K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.13% |
$100 - $101
|
33
$3.32K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.83K
$285K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$100 - $101
|
4.78K
$481K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
720K+ 61.2% |
$72.2M - $72.5M
|
1.9M
$191M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.3M
|
|
Nov 05, 2024
Q3 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.3M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212KNew |
$21.2M - $21.3M
|
212K
$21.3M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
195K+ 478.33% |
$19.5M - $19.6M
|
236K
$23.7M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
150K+ 751.56% |
$15M - $15.1M
|
170K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
125K+ 517.45% |
$12.5M - $12.6M
|
149K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
65.8KNew |
$6.6M - $6.63M
|
65.8K
$6.62M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.5K+ 3041.19% |
$6.37M - $6.4M
|
65.6K
$6.6M
|
|
Nov 06, 2024
Q3 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
50.5KNew |
$5.06M - $5.08M
|
50.5K
$5.08M
|
|
Nov 14, 2024
Q3 2024
|
Ursa Fund Management, LLC
|
BUY
|
- |
43.3K+ 32.31% |
$4.34M - $4.36M
|
177K
$17.8M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.3KNew |
$3.24M - $3.26M
|
32.3K
$3.25M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.1K+ 47.38% |
$3.22M - $3.23M
|
99.8K
$10M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.2K+ 1137.87% |
$2.82M - $2.84M
|
30.6K
$3.08M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.77M - $1.78M
|
17.6K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$1.69M - $1.7M
|
16.8K
$1.69M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|