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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12K+ 163.82% |
$1.2M - $1.21M
|
19.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$1.19M - $1.2M
|
11.9K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
11.2KNew |
$1.12M - $1.13M
|
11.2K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.99KNew |
$1M - $1.01M
|
9.99K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.4K+ 44.29% |
$843K - $846K
|
27.4K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
8.02K+ 4.81% |
$805K - $808K
|
175K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.34K+ 22.92% |
$736K - $739K
|
39.3K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.2KNew |
$622K - $624K
|
6.2K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.53K+ 90.01% |
$555K - $557K
|
11.7K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.28KNew |
$529K - $531K
|
5.28K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79KNew |
$480K - $482K
|
4.79K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
4.58KNew |
$460K - $462K
|
4.58K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 7354.9% |
$376K - $378K
|
3.8K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 1.85% |
$366K - $368K
|
201K
$20.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$341K - $342K
|
3.4K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 4.55% |
$328K - $329K
|
75.1K
$7.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.3K+ 118.86% |
$231K - $232K
|
4.24K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$216K - $217K
|
2.16K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.53K+ 13.65% |
$154K - $154K
|
12.8K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.41K+ 2236.51% |
$141K - $142K
|
1.47K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 95.45% |
$133K - $133K
|
2.71K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
861+ 13.36% |
$86.4K - $86.7K
|
7.31K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
694New |
$69.6K - $69.9K
|
694
$69.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
624+ 31.2% |
$62.6K - $62.9K
|
2.62K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
610+ 10.55% |
$61.2K - $61.5K
|
6.39K
$643K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
237New |
$23.8K - $23.9K
|
237
$23.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
174New |
$17.5K - $17.5K
|
174
$17.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158+ 2.46% |
$15.8K - $15.9K
|
6.59K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
142+ 23.24% |
$14.2K - $14.3K
|
753
$75.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
BUY
|
- |
112+ 0.09% |
$11.2K - $11.3K
|
125K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
110New |
$11K - $11.1K
|
110
$11.1K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
71+ 2.4% |
$7.12K - $7.15K
|
3.03K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$6.02K - $6.04K
|
60
$6.04K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
55New |
$5.52K - $5.54K
|
55
$5.54K
|