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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.8K+ 12.05% |
$180K - $181K
|
16.7K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 22.0% |
$178K - $179K
|
9.86K
$991K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
690New |
$69K - $69.5K
|
690
$69.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
647+ 12.98% |
$64.7K - $65.2K
|
5.63K
$567K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
643+ 3.29% |
$64.3K - $64.8K
|
20.2K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
501New |
$50.1K - $50.5K
|
501
$50.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
453+ 20.94% |
$45.3K - $45.6K
|
2.62K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
408New |
$40.8K - $41.1K
|
408
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
392New |
$39.2K - $39.5K
|
392
$39.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328New |
$32.8K - $33K
|
328
$33K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
325+ 1.37% |
$32.5K - $32.7K
|
24.1K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
315New |
$31.5K - $31.7K
|
315
$31.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
173New |
$17.3K - $17.4K
|
173
$17.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
125New |
$12.5K - $12.6K
|
125
$12.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 4.44% |
$10K - $10.1K
|
2.35K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
91+ 1.75% |
$9.1K - $9.17K
|
5.29K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
80New |
$8K - $8.06K
|
80
$8.05K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 1.67% |
$4.5K - $4.53K
|
2.74K
$276K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$3.3K - $3.32K
|
33
$3.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.57% |
$2.4K - $2.42K
|
4.25K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
18New |
$1.8K - $1.81K
|
18
$1.81K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.63M+ 139199.31% |
$364M - $365M
|
3.63M
$365M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
228KNew |
$22.8M - $22.9M
|
228K
$22.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
148KNew |
$14.8M - $14.9M
|
148K
$14.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
133KNew |
$13.3M - $13.4M
|
133K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
90K+ 50.0% |
$9.02M - $9.06M
|
270K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82.4K+ 31.12% |
$8.26M - $8.3M
|
347K
$34.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.4KNew |
$8.05M - $8.09M
|
80.4K
$8.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$3.23M - $3.25M
|
32.2K
$3.24M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.3K+ 16.97% |
$1.73M - $1.74M
|
119K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
16KNew |
$1.6M - $1.61M
|
16K
$1.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.4K+ 293.19% |
$1.54M - $1.55M
|
20.6K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
11.2K+ 31.39% |
$1.12M - $1.12M
|
46.7K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.1K+ 17.43% |
$1.11M - $1.11M
|
74.6K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.01KNew |
$502K - $504K
|
5.01K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.47KNew |
$448K - $450K
|
4.47K
$450K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 11.31% |
$389K - $391K
|
38.2K
$3.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$247K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.38KNew |
$239K - $240K
|
2.38K
$240K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$200K - $201K
|
1.99K
$201K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.25K+ 21.93% |
$125K - $126K
|
6.95K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$117K - $117K
|
1.17K
$117K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$100K - $101K
|
1K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
800New |
$80.2K - $80.5K
|
800
$80.5K
|
|