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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
929+ 14.51% |
$93K - $93.6K
|
7.33K
$738K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
909+ 39.76% |
$91K - $91.5K
|
3.2K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
887+ 0.9% |
$88.8K - $89.3K
|
99.6K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
824+ 0.63% |
$82.5K - $83K
|
132K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
805+ 8.3% |
$80.6K - $81.1K
|
10.5K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
794+ 9.36% |
$79.5K - $80K
|
9.28K
$933K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
791New |
$79.2K - $79.7K
|
791
$79.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
783+ 9.73% |
$78.4K - $78.8K
|
8.83K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
772+ 2.19% |
$77.3K - $77.7K
|
36K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
757+ 4.52% |
$75.8K - $76.2K
|
17.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
732New |
$73.3K - $73.7K
|
732
$73.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
731+ 23.3% |
$73.2K - $73.6K
|
3.87K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
710+ 30.52% |
$71.1K - $71.5K
|
3.04K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
664New |
$66.5K - $66.9K
|
664
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
620+ 6.7% |
$62.1K - $62.4K
|
9.87K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
610+ 0.45% |
$61.1K - $61.4K
|
136K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
582+ 7.11% |
$58.3K - $58.6K
|
8.77K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
578+ 18.3% |
$57.9K - $58.2K
|
3.74K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
574+ 2.29% |
$57.5K - $57.8K
|
25.6K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
559+ 26.84% |
$56K - $56.3K
|
2.64K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
511+ 9.89% |
$51.2K - $51.5K
|
5.68K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
501+ 1.78% |
$50.2K - $50.5K
|
28.6K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
500+ 10.87% |
$50.1K - $50.4K
|
5.1K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 0.63% |
$48K - $48.2K
|
76.7K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
478+ 18.46% |
$47.9K - $48.1K
|
3.07K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
464+ 2.29% |
$46.5K - $46.7K
|
20.8K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
463+ 12.34% |
$46.4K - $46.6K
|
4.22K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
459+ 7.39% |
$46K - $46.2K
|
6.67K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
438+ 21.86% |
$43.9K - $44.1K
|
2.44K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
425+ 3.19% |
$42.6K - $42.8K
|
13.8K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
411+ 18.96% |
$41.2K - $41.4K
|
2.58K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
400+ 6.2% |
$40.1K - $40.3K
|
6.85K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
393+ 2.76% |
$39.4K - $39.6K
|
14.6K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
386+ 11.51% |
$38.7K - $38.9K
|
3.74K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
332+ 1.4% |
$33.3K - $33.4K
|
24K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
326+ 12.5% |
$32.7K - $32.8K
|
2.93K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310+ 26.68% |
$31K - $31.2K
|
1.47K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
300+ 8.82% |
$30K - $30.2K
|
3.7K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295New |
$29.5K - $29.7K
|
295
$29.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290New |
$29K - $29.2K
|
290
$29.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
274+ 3.25% |
$27.4K - $27.6K
|
8.71K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
227+ 0.88% |
$22.7K - $22.9K
|
26K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 2.85% |
$21.6K - $21.8K
|
7.8K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
201+ 2.69% |
$20.1K - $20.2K
|
7.67K
$771K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 2.18% |
$20K - $20.1K
|
9.38K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
187+ 0.35% |
$18.7K - $18.8K
|
53.3K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 1.37% |
$18.4K - $18.5K
|
13.6K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
152+ 152.0% |
$15.2K - $15.3K
|
252
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
151+ 5.83% |
$15.1K - $15.2K
|
2.74K
$276K
|