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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 35.94% |
$184K - $185K
|
6.95K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.78K+ 64.82% |
$178K - $179K
|
4.52K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.74K+ 27.04% |
$174K - $175K
|
8.17K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.73KNew |
$174K - $174K
|
1.73K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 5.76% |
$165K - $166K
|
30.2K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.64K+ 4.52% |
$165K - $166K
|
38.1K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.6KNew |
$161K - $161K
|
1.6K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
1.6K+ 15.7% |
$161K - $161K
|
11.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.56KNew |
$156K - $157K
|
1.56K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$156K - $156K
|
217K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.53K+ 135.04% |
$154K - $154K
|
2.67K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 508.05% |
$152K - $152K
|
1.81K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.37K+ 19.73% |
$138K - $138K
|
8.33K
$836K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.34K+ 14.71% |
$135K - $135K
|
10.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.34K+ 8.24% |
$134K - $135K
|
17.6K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 6.63% |
$132K - $133K
|
21.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.29K+ 23.29% |
$130K - $130K
|
6.85K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 2.35% |
$126K - $127K
|
54.8K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.22K+ 9.9% |
$122K - $123K
|
13.5K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.21K+ 2.49% |
$121K - $122K
|
49.7K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 6.62% |
$116K - $117K
|
18.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 48.34% |
$110K - $110K
|
3.36K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 11.91% |
$106K - $107K
|
9.96K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.01K+ 25.96% |
$101K - $102K
|
4.9K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01KNew |
$101K - $101K
|
1.01K
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.01K+ 67.95% |
$101K - $101K
|
2.48K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
999+ 16.96% |
$100K - $101K
|
6.89K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
993+ 70.93% |
$99.6K - $100K
|
2.39K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
983+ 9.96% |
$98.6K - $99K
|
10.9K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
905+ 3.47% |
$90.8K - $91.1K
|
27K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
843+ 2.14% |
$84.6K - $84.9K
|
40.3K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
829+ 29.27% |
$83.2K - $83.5K
|
3.66K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
788+ 4.92% |
$79.1K - $79.3K
|
16.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
776+ 27.94% |
$77.9K - $78.1K
|
3.55K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
754+ 57.21% |
$75.7K - $75.9K
|
2.07K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
748+ 14.51% |
$75.1K - $75.3K
|
5.9K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
647+ 17.3% |
$64.9K - $65.1K
|
4.39K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
609+ 13.66% |
$61.1K - $61.3K
|
5.07K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
518New |
$52K - $52.2K
|
518
$52K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
505+ 2.91% |
$50.7K - $50.8K
|
17.8K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
500+ 14.71% |
$50.2K - $50.3K
|
3.9K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
475+ 62.25% |
$47.7K - $47.8K
|
1.24K
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
453+ 19.37% |
$45.5K - $45.6K
|
2.79K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
445+ 98.23% |
$44.7K - $44.8K
|
898
$90.1K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
435+ 2.03% |
$43.6K - $43.8K
|
21.9K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
424+ 0.24% |
$42.5K - $42.7K
|
179K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
415+ 0.75% |
$41.6K - $41.8K
|
56K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
412New |
$41.3K - $41.5K
|
412
$41.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
332+ 9.24% |
$33.3K - $33.4K
|
3.93K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
324New |
$32.5K - $32.6K
|
324
$32.5K
|