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
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
51.6KNew |
$5.17M - $5.2M
|
51.6K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
51.5KNew |
$5.15M - $5.18M
|
51.5K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.9KNew |
$5.1M - $5.13M
|
50.9K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
50.2K+ 120.8% |
$5.02M - $5.05M
|
91.7K
$9.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
49.8KNew |
$4.99M - $5.02M
|
49.8K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.6K+ 810.78% |
$4.96M - $4.99M
|
55.7K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49.5K+ 237.02% |
$4.95M - $4.98M
|
70.3K
$7.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
49.3K+ 96.19% |
$4.94M - $4.96M
|
101K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
49K+ 8.26% |
$4.91M - $4.94M
|
643K
$64.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
48.8KNew |
$4.89M - $4.92M
|
48.8K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.2K+ 53.61% |
$4.83M - $4.86M
|
138K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
48KNew |
$4.8M - $4.83M
|
48K
$4.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 33.98% |
$4.78M - $4.81M
|
188K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.6K+ 5.24% |
$4.77M - $4.79M
|
956K
$96.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.3K+ 13.42% |
$4.64M - $4.67M
|
392K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44.4K+ 121.09% |
$4.44M - $4.47M
|
81K
$8.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 303.8% |
$4.43M - $4.46M
|
58.8K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
44.2K+ 17.31% |
$4.43M - $4.45M
|
299K
$30.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
43.9K+ 1263.57% |
$4.4M - $4.43M
|
47.4K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
43.6KNew |
$4.36M - $4.39M
|
43.6K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.3K+ 65.42% |
$4.23M - $4.26M
|
107K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
42.2K+ 708.62% |
$4.23M - $4.25M
|
48.2K
$4.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
40.5K+ 205.8% |
$4.05M - $4.08M
|
60.1K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39.4K+ 4.43% |
$3.95M - $3.97M
|
929K
$93.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
39.3KNew |
$3.94M - $3.96M
|
39.3K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
36.4KNew |
$3.65M - $3.67M
|
36.4K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36KNew |
$3.61M - $3.63M
|
36K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
35.3K+ 196.1% |
$3.53M - $3.55M
|
53.2K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.3K+ 34.47% |
$3.53M - $3.55M
|
138K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33.9K+ 11496.27% |
$3.4M - $3.42M
|
34.2K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33KNew |
$3.3M - $3.32M
|
33K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32.5K+ 11.39% |
$3.25M - $3.27M
|
317K
$31.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.22M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
31.3KNew |
$3.14M - $3.16M
|
31.3K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.3KNew |
$3.03M - $3.05M
|
30.3K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
28.3KNew |
$2.84M - $2.85M
|
28.3K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.9KNew |
$2.79M - $2.81M
|
27.9K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27.5K+ 23.72% |
$2.76M - $2.77M
|
144K
$14.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
27.1KNew |
$2.72M - $2.73M
|
27.1K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.8K+ 23.02% |
$2.68M - $2.7M
|
143K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
26.6K+ 983.41% |
$2.66M - $2.67M
|
29.3K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
26.1KNew |
$2.62M - $2.63M
|
26.1K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
26.1K+ 99.64% |
$2.61M - $2.63M
|
52.3K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26K+ 181.36% |
$2.61M - $2.62M
|
40.4K
$4.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25.2K+ 16.65% |
$2.53M - $2.54M
|
177K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25.2K+ 215.39% |
$2.53M - $2.54M
|
36.9K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 194.78% |
$2.47M - $2.48M
|
37.3K
$3.76M
|