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 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.3KNew |
$2.43M - $2.45M
|
24.3K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
24.3K+ 6.58% |
$2.43M - $2.44M
|
393K
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
23.6KNew |
$2.36M - $2.37M
|
23.6K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
23.3K+ 315.46% |
$2.33M - $2.35M
|
30.7K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 1680.91% |
$2.33M - $2.34M
|
24.6K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23.2K+ 38.63% |
$2.33M - $2.34M
|
83.4K
$8.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
22.9K+ 9.72% |
$2.3M - $2.31M
|
259K
$26.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
22.5K+ 144.49% |
$2.26M - $2.27M
|
38.1K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
22K+ 8.94% |
$2.2M - $2.21M
|
268K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.8K+ 41.69% |
$2.18M - $2.2M
|
74.1K
$7.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21.5K+ 713.31% |
$2.15M - $2.16M
|
24.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
21.5KNew |
$2.15M - $2.16M
|
21.5K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 795.58% |
$2.11M - $2.12M
|
23.7K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
20.8KNew |
$2.08M - $2.09M
|
20.8K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 11.63% |
$2.08M - $2.09M
|
199K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
20.2KNew |
$2.02M - $2.03M
|
20.2K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19.5KNew |
$1.96M - $1.97M
|
19.5K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.4K+ 58.34% |
$1.94M - $1.95M
|
52.6K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 1634.64% |
$1.88M - $1.89M
|
19.9K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.4K+ 11.51% |
$1.84M - $1.85M
|
178K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18.1K+ 9.81% |
$1.82M - $1.83M
|
203K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.9K+ 1786100.0% |
$1.79M - $1.8M
|
17.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 8.45% |
$1.79M - $1.8M
|
229K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.7K+ 39.52% |
$1.78M - $1.79M
|
62.6K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.6K+ 10.47% |
$1.76M - $1.77M
|
185K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17.5KNew |
$1.75M - $1.76M
|
17.5K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.4K+ 161.19% |
$1.74M - $1.75M
|
28.2K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17KNew |
$1.71M - $1.71M
|
17K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 77.67% |
$1.7M - $1.71M
|
38.9K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.8K+ 1681400.0% |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 283.53% |
$1.66M - $1.66M
|
22.4K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.5K+ 56.92% |
$1.65M - $1.66M
|
45.5K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 28.89% |
$1.64M - $1.65M
|
73.2K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1K+ 811.51% |
$1.62M - $1.63M
|
18.1K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 20.36% |
$1.61M - $1.62M
|
95.1K
$9.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.5K+ 8.51% |
$1.55M - $1.56M
|
198K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.3KNew |
$1.54M - $1.55M
|
15.3K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$1.49M - $1.5M
|
14.9K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.8K+ 18.96% |
$1.48M - $1.49M
|
93K
$9.35M
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
14.8K+ 35.78% |
$1.48M - $1.49M
|
56K
$5.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.5K+ 167.31% |
$1.45M - $1.46M
|
23.2K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.2K+ 12.02% |
$1.43M - $1.43M
|
133K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.41M
|