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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
134K+ 2197.86% |
$13.4M - $13.5M
|
140K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
134K+ 38.28% |
$13.4M - $13.5M
|
483K
$48.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 40.14% |
$13M - $13M
|
452K
$45.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
122K+ 20.29% |
$12.2M - $12.3M
|
723K
$72.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
122K+ 140.09% |
$12.2M - $12.3M
|
209K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
122K+ 1724.52% |
$12.2M - $12.3M
|
129K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
116K+ 3001.55% |
$11.6M - $11.7M
|
120K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
110K+ 35.6% |
$11M - $11.1M
|
419K
$42.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
108K+ 28.89% |
$10.8M - $10.8M
|
480K
$48.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
105KNew |
$10.5M - $10.6M
|
105K
$10.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.5K+ 563.25% |
$9.76M - $9.81M
|
115K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97.3K+ 82.17% |
$9.74M - $9.79M
|
216K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
96.2KNew |
$9.64M - $9.69M
|
96.2K
$9.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
92.1K+ 11.09% |
$9.22M - $9.27M
|
922K
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.9K+ 16.38% |
$9.11M - $9.16M
|
646K
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
90.2K+ 9.63% |
$9.03M - $9.08M
|
1.03M
$103M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
89.6K+ 185.78% |
$8.98M - $9.03M
|
138K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
87.8KNew |
$8.79M - $8.84M
|
87.8K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
86.1K+ 688.18% |
$8.62M - $8.67M
|
98.6K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83.5K+ 527.0% |
$8.37M - $8.41M
|
99.4K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.5K+ 9.69% |
$8.26M - $8.31M
|
934K
$94M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
81.5KNew |
$8.16M - $8.21M
|
81.5K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.9K+ 21.87% |
$8M - $8.04M
|
445K
$44.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
74.7KNew |
$7.48M - $7.52M
|
74.7K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74.3K+ 1356.87% |
$7.45M - $7.49M
|
79.8K
$8.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
73.1K+ 6.88% |
$7.32M - $7.36M
|
1.14M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
71.1KNew |
$7.12M - $7.16M
|
71.1K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
71KNew |
$7.11M - $7.15M
|
71K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70K+ 37.86% |
$7.01M - $7.05M
|
255K
$25.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
70K+ 2744.1% |
$7.01M - $7.05M
|
72.6K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
69.7K+ 11.8% |
$6.98M - $7.02M
|
661K
$66.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 152.16% |
$6.66M - $6.69M
|
110K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
66.2K+ 15.74% |
$6.63M - $6.66M
|
487K
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
64.9KNew |
$6.5M - $6.53M
|
64.9K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
64.5KNew |
$6.46M - $6.5M
|
64.5K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61.7K+ 215.01% |
$6.18M - $6.21M
|
90.4K
$9.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
60.8K+ 48.28% |
$6.09M - $6.12M
|
187K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
60.2K+ 31.56% |
$6.03M - $6.07M
|
251K
$25.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58.1K+ 23.22% |
$5.82M - $5.85M
|
308K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.4K+ 594.91% |
$5.75M - $5.78M
|
67.1K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56.4KNew |
$5.65M - $5.68M
|
56.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
56.1K+ 57.49% |
$5.62M - $5.65M
|
154K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
53.5KNew |
$5.36M - $5.39M
|
53.5K
$5.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.5K+ 52.03% |
$5.36M - $5.39M
|
156K
$15.7M
|