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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
800New |
$80.2K - $80.5K
|
800
$80.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
317New |
$31.8K - $31.9K
|
317
$31.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
297+ 112.08% |
$29.8K - $29.9K
|
562
$56.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
54New |
$5.41K - $5.44K
|
54
$5.43K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
43+ 1.98% |
$4.31K - $4.33K
|
2.22K
$223K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.7K - $1.71K
|
17
$1.71K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
539KNew |
$54M - $54.3M
|
539K
$54.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
290K+ 28.01% |
$29M - $29.1M
|
1.32M
$133M
|
|
|
Aug 14, 2023
Q2 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
120KNew |
$12M - $12M
|
120K
$12M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
26.9KNew |
$2.69M - $2.7M
|
26.9K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$2.5M - $2.52M
|
25K
$2.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.24KNew |
$525K - $528K
|
5.24K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.94KNew |
$494K - $497K
|
4.94K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.24KNew |
$325K - $326K
|
3.24K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.79KNew |
$280K - $281K
|
2.79K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.53KNew |
$153K - $154K
|
1.53K
$154K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
1.33KNew |
$134K - $134K
|
1.33K
$134K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
870+ 23.41% |
$87.2K - $87.5K
|
4.59K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
660+ 28.52% |
$66.1K - $66.4K
|
2.97K
$299K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
482K+ 2408.56% |
$48.2M - $48.4M
|
502K
$50.5M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
132K+ 5.77% |
$13.2M - $13.3M
|
2.42M
$243M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
86.1K+ 1483.97% |
$8.61M - $8.66M
|
91.9K
$9.24M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
37.3KNew |
$3.73M - $3.75M
|
37.3K
$3.75M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
34.7KNew |
$3.48M - $3.49M
|
34.7K
$3.49M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
33.4KNew |
$3.34M - $3.36M
|
33.4K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
16.1KNew |
$1.62M - $1.62M
|
16.1K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.48KNew |
$949K - $954K
|
9.48K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.26KNew |
$627K - $630K
|
6.26K
$630K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6KNew |
$600K - $603K
|
6K
$604K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.97KNew |
$598K - $601K
|
5.97K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5K+ 16.35% |
$501K - $503K
|
35.6K
$3.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$250K - $251K
|
2.5K
$252K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.39K+ 8.3% |
$239K - $241K
|
31.2K
$3.14M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.22K+ 4.22% |
$222K - $223K
|
54.8K
$5.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.59KNew |
$159K - $160K
|
1.59K
$160K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.3K+ 4.25% |
$130K - $130K
|
31.8K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.15K+ 2.47% |
$115K - $116K
|
47.8K
$4.81M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.06K+ 52.67% |
$106K - $107K
|
3.08K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
737New |
$73.8K - $74.1K
|
737
$74.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$30K - $30.2K
|
300
$30.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
146+ 96.69% |
$14.6K - $14.7K
|
297
$29.9K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.56% |
$2.6K - $2.62K
|
4.64K
$467K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23+ 0.48% |
$2.3K - $2.31K
|
4.79K
$482K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
96KNew |
$9.6M - $9.64M
|
96K
$9.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.3K+ 5.31% |
$3.03M - $3.04M
|
601K
$60.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
28.2K+ 18076.92% |
$2.82M - $2.83M
|
28.4K
$2.85M
|
|