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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.7M+ 10406.58% |
$2.27B - $2.28B
|
22.9M
$2.3B
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
10.1M+ 6699.93% |
$1.02B - $1.02B
|
10.3M
$1.03B
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.57M+ 2212.11% |
$358M - $359M
|
3.73M
$375M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 33.5% |
$211M - $212M
|
8.4M
$844M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.3M+ 110.43% |
$130M - $131M
|
2.47M
$249M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 21.2% |
$126M - $127M
|
7.2M
$724M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.09M+ 243.93% |
$110M - $110M
|
1.54M
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
956K+ 121.97% |
$95.9M - $96.3M
|
1.74M
$175M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944K+ 79.86% |
$94.7M - $95M
|
2.13M
$214M
|
|
|
Aug 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
817K+ 459.72% |
$82M - $82.3M
|
994K
$99.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$172M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
740K+ 54.46% |
$74.3M - $74.6M
|
2.1M
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688K+ 100.03% |
$69.1M - $69.3M
|
1.38M
$138M
|
|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
675KNew |
$67.7M - $67.9M
|
675K
$67.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
635K+ 558.27% |
$63.7M - $64M
|
749K
$75.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
565K+ 90.91% |
$56.7M - $56.9M
|
1.19M
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
508KNew |
$51M - $51.2M
|
508K
$51.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
485KNew |
$48.6M - $48.8M
|
485K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
458K+ 50.88% |
$45.9M - $46.1M
|
1.36M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
443K+ 26.18% |
$44.5M - $44.6M
|
2.14M
$215M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
434K+ 21.11% |
$43.6M - $43.7M
|
2.49M
$250M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
427K+ 21.95% |
$42.8M - $43M
|
2.37M
$238M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
407K+ 29.63% |
$40.9M - $41M
|
1.78M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 3.21% |
$33M - $33.1M
|
10.6M
$1.06B
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
296K+ 81.8% |
$29.7M - $29.8M
|
658K
$66.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
280K+ 43.12% |
$28.1M - $28.2M
|
931K
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
262K+ 101.6% |
$26.3M - $26.4M
|
519K
$52.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
256KNew |
$25.7M - $25.8M
|
256K
$25.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
254K+ 53.99% |
$25.5M - $25.6M
|
725K
$72.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
236K+ 50.5% |
$23.6M - $23.7M
|
702K
$70.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
220KNew |
$22.1M - $22.2M
|
220K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 74.54% |
$20.3M - $20.4M
|
474K
$47.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
202K+ 223.03% |
$20.3M - $20.4M
|
293K
$29.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
201K+ 2691.09% |
$20.2M - $20.2M
|
208K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
189K+ 41.44% |
$19M - $19.1M
|
646K
$64.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
187K+ 17.47% |
$18.8M - $18.9M
|
1.26M
$127M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 4814.5% |
$18.5M - $18.5M
|
188K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
171K+ 77.25% |
$17.2M - $17.2M
|
392K
$39.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
171KNew |
$17.1M - $17.2M
|
171K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
166K+ 94.87% |
$16.7M - $16.8M
|
342K
$34.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
158K+ 26.25% |
$15.9M - $15.9M
|
760K
$76.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
158K+ 914.6% |
$15.8M - $15.9M
|
175K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
147KNew |
$14.8M - $14.8M
|
147K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
147K+ 463.25% |
$14.8M - $14.8M
|
179K
$18M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
141K+ 26.98% |
$14.1M - $14.2M
|
663K
$66.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
138K+ 6376.57% |
$13.9M - $13.9M
|
140K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
125K+ 708.77% |
$12.6M - $12.6M
|
143K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|