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 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.3K+ 46.69% |
$1.33M - $1.34M
|
41.8K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3KNew |
$1.33M - $1.34M
|
13.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 191.76% |
$1.32M - $1.33M
|
20.1K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13K+ 39.34% |
$1.3M - $1.31M
|
46.1K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7KNew |
$1.27M - $1.28M
|
12.7K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
12.6KNew |
$1.27M - $1.27M
|
12.6K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.6K+ 24.47% |
$1.27M - $1.27M
|
64.2K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12.6KNew |
$1.26M - $1.27M
|
12.6K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12.3KNew |
$1.23M - $1.24M
|
12.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.2K+ 21.15% |
$1.22M - $1.22M
|
69.7K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12K+ 128.96% |
$1.2M - $1.2M
|
21.2K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5K+ 11.36% |
$1.15M - $1.16M
|
113K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.5KNew |
$1.15M - $1.15M
|
11.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
11.4K+ 19.9% |
$1.14M - $1.14M
|
68.4K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.2K+ 4.09% |
$1.12M - $1.13M
|
285K
$28.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
11.1KNew |
$1.11M - $1.11M
|
11.1K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11KNew |
$1.11M - $1.11M
|
11K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
10.9K+ 42.24% |
$1.1M - $1.1M
|
36.8K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 5.52% |
$1.09M - $1.09M
|
207K
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
10.8K+ 11.58% |
$1.08M - $1.09M
|
104K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 274.89% |
$1.03M - $1.03M
|
14K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.99K+ 86.89% |
$1M - $1.01M
|
21.5K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.97K+ 29.57% |
$998K - $1M
|
43.7K
$4.39M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.88K+ 99.83% |
$989K - $995K
|
19.8K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.83KNew |
$984K - $989K
|
9.83K
$988K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.67K+ 39.79% |
$969K - $974K
|
34K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
9.65K+ 7.27% |
$967K - $972K
|
142K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.4KNew |
$942K - $947K
|
9.4K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.38K+ 23.17% |
$939K - $944K
|
49.8K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.35K+ 110.84% |
$937K - $942K
|
17.8K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.19K+ 4.76% |
$921K - $926K
|
202K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.13KNew |
$914K - $919K
|
9.13K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.89K+ 287.89% |
$891K - $896K
|
12K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.76K+ 136.99% |
$877K - $882K
|
15.1K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.69KNew |
$871K - $875K
|
8.69K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
8.67K+ 14.7% |
$869K - $873K
|
67.7K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.65K+ 9.5% |
$866K - $871K
|
99.7K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.59KNew |
$860K - $865K
|
8.59K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.23K+ 24.63% |
$825K - $829K
|
41.7K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.22K+ 48.52% |
$823K - $827K
|
25.1K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
8.06KNew |
$807K - $811K
|
8.06K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
7.99K+ 47.65% |
$800K - $804K
|
24.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.9K+ 15.18% |
$791K - $795K
|
59.9K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7.85KNew |
$787K - $791K
|
7.85K
$790K
|