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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
111+ 10.09% |
$11.1K - $11.2K
|
1.21K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 2.69% |
$10.5K - $10.6K
|
4K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
93New |
$9.33K - $9.36K
|
93
$9.35K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
85+ 2.66% |
$8.53K - $8.56K
|
3.28K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
84+ 0.67% |
$8.43K - $8.46K
|
12.6K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
77+ 0.32% |
$7.73K - $7.75K
|
24.1K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
75+ 0.95% |
$7.53K - $7.55K
|
7.98K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
53+ 0.67% |
$5.32K - $5.34K
|
7.91K
$795K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 46.36% |
$5.12K - $5.13K
|
161
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50New |
$5.02K - $5.03K
|
50
$5.03K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 1.27% |
$4.82K - $4.83K
|
3.82K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48New |
$4.82K - $4.83K
|
48
$4.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 1.03% |
$4.01K - $4.03K
|
3.94K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
35+ 0.32% |
$3.51K - $3.52K
|
11.1K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
33+ 0.69% |
$3.31K - $3.32K
|
4.81K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 0.62% |
$2.81K - $2.82K
|
4.52K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.51K - $2.52K
|
25
$2.51K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23New |
$2.31K - $2.32K
|
23
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
22+ 0.68% |
$2.21K - $2.21K
|
3.26K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16New |
$1.61K - $1.61K
|
16
$1.61K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 2.87% |
$1.51K - $1.51K
|
537
$54K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.68% |
$1.4K - $1.41K
|
2.06K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
13+ 0.1% |
$1.3K - $1.31K
|
12.7K
$1.28M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$1K - $1.01K
|
10
$1.01K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
10+ 0.27% |
$1K - $1.01K
|
3.69K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.33% |
$1K - $1.01K
|
3.03K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.01% |
$803 - $805
|
799
$80.4K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.75% |
$502 - $503
|
676
$68K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
5+ 0.68% |
$502 - $503
|
737
$74.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.46% |
$502 - $503
|
1.09K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.17% |
$401 - $403
|
2.36K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3+ 0.81% |
$301 - $302
|
373
$37.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2+ 3.64% |
$201 - $201
|
57
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$100 - $101
|
1.84K
$185K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
9.38K
$944K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
637KNew |
$63.8M - $64.1M
|
637K
$64.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
596K+ 153.86% |
$59.7M - $60M
|
983K
$98.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
359KNew |
$35.9M - $36.1M
|
359K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
324K+ 1088.54% |
$32.4M - $32.6M
|
353K
$35.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
167KNew |
$16.7M - $16.8M
|
167K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
74.7KNew |
$7.48M - $7.52M
|
74.7K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
71KNew |
$7.11M - $7.15M
|
71K
$7.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
35.3K+ 196.1% |
$3.53M - $3.55M
|
53.2K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.22M
|
|