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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
193M+ 545715.56% |
$19.3B - $19.4B
|
193M
$19.4B
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.11M+ 250.01% |
$111M - $111M
|
1.55M
$155M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$172M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
427K+ 21.95% |
$42.8M - $43M
|
2.37M
$238M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.7K+ 15.49% |
$8.49M - $8.53M
|
631K
$63.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
79.1K+ 43.56% |
$7.94M - $7.97M
|
261K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77.7KNew |
$7.8M - $7.82M
|
77.7K
$7.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
72.2K+ 41.31% |
$7.24M - $7.27M
|
247K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6K+ 626.16% |
$7.19M - $7.21M
|
83.1K
$8.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$2.64M - $2.65M
|
26.3K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
24.1KNew |
$2.42M - $2.43M
|
24.1K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21K+ 482.65% |
$2.11M - $2.12M
|
25.4K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$1.47M - $1.48M
|
14.7K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.5K+ 25.07% |
$1.25M - $1.26M
|
62.3K
$6.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.2KNew |
$1.22M - $1.23M
|
12.2K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2K+ 7.88% |
$1.22M - $1.22M
|
166K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
11K+ 2.72% |
$1.11M - $1.11M
|
418K
$41.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.29K+ 66.75% |
$932K - $936K
|
23.2K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.8K+ 41.89% |
$883K - $886K
|
29.8K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.6K+ 123.46% |
$762K - $765K
|
13.7K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.83K+ 75.68% |
$685K - $688K
|
15.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.66K+ 98.03% |
$669K - $671K
|
13.5K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.32K+ 14.89% |
$634K - $636K
|
48.7K
$4.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6.3K+ 3.16% |
$632K - $635K
|
206K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.27KNew |
$629K - $631K
|
6.27K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.85K+ 67.24% |
$587K - $589K
|
14.6K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.99K+ 27.42% |
$501K - $503K
|
23.2K
$2.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.47K+ 4.5% |
$449K - $450K
|
104K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.14K+ 11.0% |
$415K - $416K
|
41.7K
$4.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.08KNew |
$409K - $411K
|
4.08K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$402K - $404K
|
4.01K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.98K+ 3.02% |
$400K - $401K
|
136K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.47K+ 12.62% |
$348K - $349K
|
30.9K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.15K+ 65.23% |
$316K - $317K
|
7.98K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.02K+ 2.0% |
$303K - $304K
|
154K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.61K+ 16.05% |
$262K - $263K
|
18.9K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 3.59% |
$232K - $233K
|
66.6K
$6.69M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.22KNew |
$223K - $224K
|
2.22K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.08KNew |
$209K - $210K
|
2.08K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$119K - $119K
|
1.18K
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.03K+ 3.77% |
$103K - $104K
|
28.4K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
890+ 8.85% |
$89.3K - $89.6K
|
10.9K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
710+ 7.57% |
$71.2K - $71.5K
|
10.1K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
676+ 22.32% |
$67.8K - $68.1K
|
3.71K
$372K
|