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 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.41KNew |
$441K - $444K
|
4.41K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.35KNew |
$435K - $438K
|
4.35K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 2.06% |
$422K - $424K
|
208K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.21K+ 19.8% |
$421K - $424K
|
25.4K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.11K+ 20.88% |
$412K - $414K
|
23.8K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 44.52% |
$410K - $413K
|
13.3K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.03K+ 3.49% |
$404K - $406K
|
119K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 37.35% |
$394K - $396K
|
14.5K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.89KNew |
$390K - $392K
|
3.89K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.87KNew |
$387K - $389K
|
3.87K
$389K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.85K+ 103.83% |
$386K - $388K
|
7.56K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.83KNew |
$383K - $385K
|
3.83K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.82K+ 22.94% |
$383K - $385K
|
20.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$375K - $377K
|
3.74K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.63KNew |
$364K - $366K
|
3.63K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.58K+ 2.56% |
$358K - $360K
|
143K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.54K+ 145.12% |
$354K - $356K
|
5.98K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 6.57% |
$353K - $355K
|
57.2K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.48K+ 20.83% |
$348K - $350K
|
20.2K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 5.56% |
$339K - $341K
|
64.2K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$340K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.26KNew |
$327K - $329K
|
3.26K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.24K+ 16.75% |
$324K - $326K
|
22.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.19KNew |
$320K - $321K
|
3.19K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.01K+ 96.66% |
$301K - $303K
|
6.12K
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 128.59% |
$288K - $289K
|
5.11K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.84K+ 10.7% |
$285K - $286K
|
29.4K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.8K+ 93.48% |
$280K - $282K
|
5.79K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 7.24% |
$279K - $281K
|
41.3K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.78KNew |
$279K - $280K
|
2.78K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.78K+ 18.8% |
$279K - $280K
|
17.6K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.72K+ 1.28% |
$272K - $274K
|
215K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.7KNew |
$270K - $272K
|
2.7K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 1.75% |
$269K - $271K
|
156K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.67K+ 15.94% |
$268K - $269K
|
19.4K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.66KNew |
$267K - $268K
|
2.66K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.58K+ 11.52% |
$259K - $260K
|
25K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 6.87% |
$259K - $260K
|
40.1K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
2.52KNew |
$252K - $253K
|
2.52K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 10.1% |
$251K - $252K
|
27.3K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
2.5K+ 62.5% |
$250K - $252K
|
6.5K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.46K+ 2.89% |
$246K - $248K
|
87.4K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$245K - $247K
|
2.45K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.44K+ 7.23% |
$245K - $246K
|
36.2K
$3.65M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.42K+ 1.6% |
$242K - $244K
|
154K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 4.63% |
$240K - $241K
|
54.2K
$5.45M
|