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 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.81KNew |
$782K - $786K
|
7.81K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.78KNew |
$780K - $784K
|
7.78K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
7.69K+ 16.46% |
$770K - $774K
|
54.4K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.66KNew |
$767K - $771K
|
7.66K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.55KNew |
$756K - $760K
|
7.55K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.54K+ 18.42% |
$756K - $760K
|
48.5K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 4.1% |
$742K - $746K
|
188K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 21.92% |
$741K - $745K
|
41.1K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$738K - $742K
|
7.37K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.33KNew |
$734K - $738K
|
7.33K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.31KNew |
$732K - $736K
|
7.31K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.16K+ 17.96% |
$717K - $721K
|
47K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.02K+ 78.87% |
$703K - $707K
|
15.9K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.97K+ 155.75% |
$698K - $701K
|
11.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.93KNew |
$694K - $698K
|
6.93K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.93KNew |
$694K - $697K
|
6.93K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.78K+ 58.68% |
$679K - $683K
|
18.3K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.76KNew |
$677K - $681K
|
6.76K
$680K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 95.48% |
$673K - $677K
|
13.8K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.71KNew |
$672K - $676K
|
6.71K
$675K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.63K+ 4.9% |
$664K - $668K
|
142K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.62KNew |
$663K - $666K
|
6.62K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.28K+ 3.52% |
$629K - $632K
|
185K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
5.89KNew |
$590K - $593K
|
5.89K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.88KNew |
$589K - $592K
|
5.88K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.85K+ 13.29% |
$586K - $589K
|
49.9K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.85K+ 158.72% |
$586K - $589K
|
9.53K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.77K+ 6.57% |
$578K - $581K
|
93.6K
$9.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.73KNew |
$574K - $577K
|
5.73K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.65KNew |
$566K - $569K
|
5.65K
$568K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.48KNew |
$548K - $551K
|
5.48K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.41K+ 91.12% |
$542K - $545K
|
11.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.36K+ 72.62% |
$536K - $539K
|
12.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 0.75% |
$531K - $534K
|
709K
$71.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 38.4% |
$530K - $533K
|
19.1K
$1.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.25K+ 55.41% |
$526K - $528K
|
14.7K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.15K+ 16.47% |
$516K - $519K
|
36.4K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.07KNew |
$508K - $511K
|
5.07K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.98KNew |
$499K - $502K
|
4.98K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.62KNew |
$463K - $465K
|
4.62K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.59KNew |
$460K - $462K
|
4.59K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
4.58KNew |
$459K - $462K
|
4.58K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.56K+ 32.27% |
$456K - $459K
|
18.7K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$454K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.49KNew |
$450K - $452K
|
4.49K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 37.54% |
$444K - $447K
|
16.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 36.41% |
$442K - $445K
|
16.5K
$1.66M
|