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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.8KNew |
$983K - $987K
|
9.8K
$986K
|
|
|
Apr 23, 2024
Q1 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
9.3KNew |
$933K - $937K
|
9.3K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
6.97KNew |
$699K - $702K
|
6.97K
$701K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.2KNew |
$622K - $625K
|
6.2K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 39.05% |
$246K - $247K
|
8.74K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.35KNew |
$236K - $237K
|
2.35K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$141K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.16KNew |
$116K - $117K
|
1.16K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
793+ 0.77% |
$79.5K - $79.9K
|
104K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
545New |
$54.7K - $54.9K
|
545
$54.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
292+ 11.36% |
$29.3K - $29.4K
|
2.86K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
154New |
$15.4K - $15.5K
|
154
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$5.01K - $5.04K
|
50
$5.03K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 35.82% |
$2.41K - $2.42K
|
91
$9.15K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$802 - $806
|
2.34K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.16% |
$602 - $604
|
3.78K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
786KNew |
$78.6M - $79.1M
|
786K
$79M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
369KNew |
$37M - $37.2M
|
369K
$37.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79.1K+ 15.67% |
$7.91M - $7.96M
|
584K
$58.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
68.2K+ 67.66% |
$6.83M - $6.87M
|
169K
$17M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50.8KNew |
$5.09M - $5.12M
|
50.8K
$5.11M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32.3K+ 10789.63% |
$3.23M - $3.25M
|
32.6K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$3.19M - $3.21M
|
31.9K
$3.2M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31.1K+ 149.26% |
$3.12M - $3.14M
|
52K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
30.2K+ 145.66% |
$3.02M - $3.04M
|
50.9K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$2.53M - $2.54M
|
25.2K
$2.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.5KNew |
$2.25M - $2.27M
|
22.5K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.1KNew |
$2.11M - $2.13M
|
21.1K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
14KNew |
$1.4M - $1.41M
|
14K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.8K+ 219.59% |
$1.08M - $1.08M
|
15.6K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.96KNew |
$996K - $1M
|
9.96K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.62KNew |
$962K - $969K
|
9.62K
$968K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.19KNew |
$720K - $725K
|
7.19K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.46KNew |
$547K - $550K
|
5.46K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
5.45KNew |
$545K - $549K
|
5.45K
$548K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.1KNew |
$410K - $412K
|
4.1K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$360K - $363K
|
3.6K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.03KNew |
$303K - $305K
|
3.03K
$305K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.82K+ 74.95% |
$282K - $284K
|
6.59K
$662K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2.55KNew |
$255K - $257K
|
2.55K
$257K
|
|