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 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
941+ 3.37% |
$94.3K - $94.8K
|
28.9K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
664New |
$66.5K - $66.9K
|
664
$66.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
500+ 10.87% |
$50.1K - $50.4K
|
5.1K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
400+ 6.2% |
$40.1K - $40.3K
|
6.85K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
300+ 8.82% |
$30K - $30.2K
|
3.7K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295New |
$29.5K - $29.7K
|
295
$29.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290New |
$29K - $29.2K
|
290
$29.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
201+ 2.69% |
$20.1K - $20.2K
|
7.67K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 1.37% |
$18.4K - $18.5K
|
13.6K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
149+ 6.47% |
$14.9K - $15K
|
2.45K
$246K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$12.6K - $12.7K
|
126
$12.6K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
99New |
$9.92K - $9.97K
|
99
$9.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
85New |
$8.51K - $8.56K
|
85
$8.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$4.81K - $4.83K
|
48
$4.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42New |
$4.21K - $4.23K
|
42
$4.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33New |
$3.31K - $3.32K
|
33
$3.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.18% |
$2.6K - $2.62K
|
2.23K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6New |
$601 - $604
|
6
$602
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$401 - $403
|
4
$401
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.13% |
$100 - $101
|
33
$3.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
720K+ 61.2% |
$72.2M - $72.5M
|
1.9M
$190M
|
|
|
Nov 05, 2024
Q3 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212KNew |
$21.2M - $21.3M
|
212K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
65.8KNew |
$6.6M - $6.63M
|
65.8K
$6.6M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.5K+ 3041.19% |
$6.37M - $6.4M
|
65.6K
$6.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.2K+ 1137.87% |
$2.82M - $2.84M
|
30.6K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.77M - $1.78M
|
17.6K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12K+ 163.82% |
$1.2M - $1.21M
|
19.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$1.19M - $1.2M
|
11.9K
$1.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
11.2KNew |
$1.12M - $1.13M
|
11.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.99KNew |
$1M - $1.01M
|
9.99K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
8.02K+ 4.81% |
$805K - $808K
|
175K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.34K+ 22.92% |
$736K - $739K
|
39.3K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$687K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.2KNew |
$622K - $624K
|
6.2K
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
4.58KNew |
$460K - $462K
|
4.58K
$460K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$341K - $342K
|
3.4K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|