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 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$239K - $241K
|
2.39K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.35K+ 6.17% |
$236K - $237K
|
40.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$230K - $232K
|
2.3K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.3K+ 73.73% |
$230K - $232K
|
5.42K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.27KNew |
$228K - $229K
|
2.27K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.27K+ 8.88% |
$227K - $228K
|
27.8K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 33.51% |
$224K - $225K
|
8.9K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 29.65% |
$221K - $222K
|
9.65K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.18K+ 3.54% |
$218K - $219K
|
63.6K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.15KNew |
$215K - $217K
|
2.15K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.12K+ 73.28% |
$212K - $213K
|
5.01K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$202K - $203K
|
2.02K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.92K+ 28.05% |
$192K - $193K
|
8.77K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.81K+ 48.38% |
$181K - $182K
|
5.56K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.81K+ 13.81% |
$181K - $182K
|
14.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.8K+ 9.94% |
$180K - $181K
|
19.9K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.8K+ 38.81% |
$180K - $181K
|
6.43K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 46.24% |
$179K - $180K
|
5.66K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.76K+ 15.14% |
$176K - $177K
|
13.4K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 3.07% |
$174K - $175K
|
58.4K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.74KNew |
$174K - $175K
|
1.74K
$175K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.7K+ 2.96% |
$170K - $171K
|
59.1K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.61K+ 77.25% |
$162K - $162K
|
3.7K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.54K+ 2.99% |
$154K - $155K
|
53K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.51K+ 14.6% |
$152K - $152K
|
11.9K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.5K+ 74.26% |
$150K - $151K
|
3.52K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.48KNew |
$148K - $149K
|
1.48K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.44K+ 64.24% |
$144K - $145K
|
3.68K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.42K+ 23.64% |
$142K - $143K
|
7.42K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 48.29% |
$140K - $141K
|
4.3K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.38K+ 9.41% |
$138K - $139K
|
16K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.33K+ 278.03% |
$133K - $134K
|
1.81K
$182K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.3K+ 4.57% |
$130K - $130K
|
29.6K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 46.3% |
$125K - $126K
|
3.95K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.23K+ 3.98% |
$123K - $123K
|
32K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.11K+ 4633.33% |
$111K - $112K
|
1.14K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 5076.19% |
$107K - $107K
|
1.09K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.05K+ 5.28% |
$105K - $106K
|
21K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.05KNew |
$105K - $105K
|
1.05K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.04K+ 32.47% |
$104K - $105K
|
4.26K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 34.98% |
$104K - $104K
|
3.99K
$401K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 7.69% |
$100K - $101K
|
14K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
946+ 28.16% |
$94.8K - $95.3K
|
4.31K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
941+ 3.37% |
$94.3K - $94.8K
|
28.9K
$2.9M
|