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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.28M+ 10223.12% |
$128M - $129M
|
1.29M
$130M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04M+ 139.74% |
$104M - $105M
|
1.79M
$180M
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
952KNew |
$95.5M - $95.9M
|
952K
$95.9M
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
907KNew |
$91M - $91.4M
|
907K
$91.4M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
628KNew |
$62.9M - $63.2M
|
628K
$63.2M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
549KNew |
$55M - $55.3M
|
549K
$55.3M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
507K+ 1149.58% |
$50.9M - $51.1M
|
551K
$55.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
480K+ 258.06% |
$48.1M - $48.3M
|
665K
$67M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
439K+ 54.68% |
$44M - $44.2M
|
1.24M
$125M
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
426K+ 88.4% |
$42.7M - $42.9M
|
907K
$91.4M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381K+ 384.95% |
$38.2M - $38.3M
|
479K
$48.3M
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
355K+ 27.52% |
$35.6M - $35.7M
|
1.64M
$166M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
339KNew |
$34M - $34.2M
|
339K
$34.2M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
326KNew |
$32.7M - $32.8M
|
326K
$32.8M
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
307KNew |
$30.8M - $30.9M
|
307K
$30.9M
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
302K+ 1444.76% |
$30.3M - $30.4M
|
323K
$32.5M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
299K+ 48.96% |
$30M - $30.1M
|
911K
$91.8M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
290K+ 643.16% |
$29.1M - $29.2M
|
335K
$33.7M
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
263KNew |
$26.3M - $26.4M
|
263K
$26.5M
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
214K+ 563.74% |
$21.5M - $21.6M
|
252K
$25.4M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209K+ 16.85% |
$21M - $21.1M
|
1.45M
$146M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
204K+ 255.3% |
$20.5M - $20.5M
|
284K
$28.6M
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
197K+ 214.82% |
$19.8M - $19.9M
|
289K
$29.1M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
197K+ 570.0% |
$19.7M - $19.8M
|
231K
$23.3M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
188K+ 120.12% |
$18.8M - $18.9M
|
344K
$34.6M
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
171K+ 198.62% |
$17.2M - $17.3M
|
258K
$26M
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
168K+ 585.02% |
$16.8M - $16.9M
|
196K
$19.8M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 73.02% |
$16.1M - $16.1M
|
379K
$38.2M
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
157KNew |
$15.7M - $15.8M
|
157K
$15.8M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
157K+ 28.18% |
$15.7M - $15.8M
|
712K
$71.8M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155K+ 245.85% |
$15.6M - $15.6M
|
219K
$22M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
153K+ 42.06% |
$15.3M - $15.4M
|
516K
$52M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 32.6% |
$15.3M - $15.4M
|
621K
$62.5M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
151KNew |
$15.2M - $15.2M
|
151K
$15.2M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
148K+ 648.47% |
$14.9M - $14.9M
|
171K
$17.2M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
148K+ 74.71% |
$14.9M - $14.9M
|
347K
$34.9M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133K+ 48.56% |
$13.4M - $13.4M
|
408K
$41.1M
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
123KNew |
$12.3M - $12.3M
|
123K
$12.3M
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
115K+ 817.43% |
$11.5M - $11.6M
|
129K
$13M
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109K+ 40.98% |
$11M - $11M
|
376K
$37.8M
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
107KNew |
$10.7M - $10.8M
|
107K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
96.4KNew |
$9.67M - $9.71M
|
96.4K
$9.71M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95K+ 33.99% |
$9.53M - $9.57M
|
375K
$37.7M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
89.2KNew |
$8.95M - $8.99M
|
89.2K
$8.99M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
88.7K+ 27.25% |
$8.9M - $8.93M
|
414K
$41.7M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
81.2K+ 150.81% |
$8.14M - $8.18M
|
135K
$13.6M
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
80.5KNew |
$8.07M - $8.1M
|
80.5K
$8.11M
|
|
May 13, 2024
Q1 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
76.7K+ 17.5% |
$7.69M - $7.72M
|
515K
$51.8M
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
71.1KNew |
$7.13M - $7.16M
|
71.1K
$7.16M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
71K+ 147.89% |
$7.12M - $7.15M
|
119K
$12M
|