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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.14MNew |
$214M - $215M
|
2.14M
$215M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.42MNew |
$143M - $143M
|
1.42M
$143M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.21M+ 40.02% |
$121M - $122M
|
4.24M
$426M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14M+ 1715.02% |
$114M - $115M
|
1.21M
$121M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.01M+ 146.82% |
$101M - $102M
|
1.7M
$170M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
820K+ 237.35% |
$82.1M - $82.5M
|
1.16M
$117M
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
637KNew |
$63.8M - $64.1M
|
637K
$64M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
598K+ 17864.21% |
$59.9M - $60.3M
|
602K
$60.5M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
596K+ 153.86% |
$59.7M - $60M
|
983K
$98.8M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
585K+ 208.54% |
$58.6M - $58.9M
|
866K
$87M
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
528KNew |
$52.8M - $53.1M
|
528K
$53M
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
489KNew |
$49M - $49.3M
|
489K
$49.2M
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
428K+ 36.24% |
$42.9M - $43.1M
|
1.61M
$162M
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.2M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
393K+ 104.41% |
$39.3M - $39.5M
|
769K
$77.3M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
383K+ 40.16% |
$38.4M - $38.6M
|
1.34M
$134M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
359KNew |
$35.9M - $36.1M
|
359K
$36M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344K+ 40.1% |
$34.4M - $34.6M
|
1.2M
$121M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
342K+ 31.62% |
$34.2M - $34.4M
|
1.42M
$143M
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
334K+ 1978.63% |
$33.4M - $33.6M
|
351K
$35.2M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
327K+ 166.43% |
$32.8M - $33M
|
524K
$52.7M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
324K+ 1088.54% |
$32.4M - $32.6M
|
353K
$35.5M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
310K+ 128.51% |
$31.1M - $31.2M
|
551K
$55.4M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
293K+ 173.35% |
$29.4M - $29.5M
|
463K
$46.5M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 126.76% |
$28.8M - $29M
|
515K
$51.7M
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
279KNew |
$27.9M - $28.1M
|
279K
$28M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
257K+ 259.41% |
$25.8M - $25.9M
|
356K
$35.8M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
247K+ 123.58% |
$24.7M - $24.8M
|
446K
$44.8M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 4.69% |
$23.5M - $23.6M
|
5.23M
$525M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
213K+ 58.7% |
$21.4M - $21.5M
|
577K
$58M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199K+ 151.33% |
$20M - $20.1M
|
331K
$33.3M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
199K+ 101.7% |
$19.9M - $20M
|
394K
$39.6M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195KNew |
$19.5M - $19.7M
|
195K
$19.6M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
190K+ 12265.61% |
$19M - $19.1M
|
192K
$19.3M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
182K+ 270.15% |
$18.3M - $18.4M
|
250K
$25.1M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
182KNew |
$18.3M - $18.4M
|
182K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 104.66% |
$17.6M - $17.7M
|
344K
$34.5M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
174K+ 24.7% |
$17.4M - $17.5M
|
876K
$88M
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
172KNew |
$17.2M - $17.3M
|
172K
$17.3M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
172KNew |
$17.2M - $17.3M
|
172K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
171K+ 617.3% |
$17.1M - $17.2M
|
199K
$20M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155K+ 240.19% |
$15.6M - $15.6M
|
220K
$22.1M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
154KNew |
$15.4M - $15.5M
|
154K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 18.53% |
$15.3M - $15.4M
|
979K
$98.4M
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
153KNew |
$15.3M - $15.4M
|
153K
$15.3M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 507.44% |
$14.7M - $14.8M
|
176K
$17.7M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
146K+ 774.78% |
$14.6M - $14.7M
|
165K
$16.5M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
144KNew |
$14.4M - $14.5M
|
144K
$14.5M
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
141K+ 1952.05% |
$14.1M - $14.2M
|
148K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|