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 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 95.45% |
$133K - $133K
|
2.71K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
861+ 13.36% |
$86.4K - $86.7K
|
7.31K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
694New |
$69.6K - $69.9K
|
694
$69.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
624+ 31.2% |
$62.6K - $62.9K
|
2.62K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
610+ 10.55% |
$61.2K - $61.5K
|
6.39K
$643K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
237New |
$23.8K - $23.9K
|
237
$23.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
174New |
$17.5K - $17.5K
|
174
$17.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158+ 2.46% |
$15.8K - $15.9K
|
6.59K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
142+ 23.24% |
$14.2K - $14.3K
|
753
$75.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
BUY
|
- |
112+ 0.09% |
$11.2K - $11.3K
|
125K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
110New |
$11K - $11.1K
|
110
$11.1K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
71+ 2.4% |
$7.12K - $7.15K
|
3.03K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$6.02K - $6.04K
|
60
$6.04K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
55New |
$5.52K - $5.54K
|
55
$5.53K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 60.23% |
$5.32K - $5.34K
|
141
$14.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 1.33% |
$2.71K - $2.72K
|
2.06K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
556K+ 2215.14% |
$55.8M - $56M
|
581K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
373K+ 103.36% |
$37.4M - $37.6M
|
734K
$73.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.3K+ 682.45% |
$3.74M - $3.76M
|
42.8K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.9KNew |
$2.19M - $2.2M
|
21.9K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$807K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.97KNew |
$498K - $500K
|
4.97K
$499K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$348K - $350K
|
3.47K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.39K+ 42400.0% |
$340K - $342K
|
3.4K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.13KNew |
$214K - $214K
|
2.13K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
120New |
$12K - $12.1K
|
120
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$9.83K - $9.87K
|
98
$9.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
84New |
$8.42K - $8.46K
|
84
$8.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$7.92K - $7.96K
|
79
$7.95K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
65+ 0.6% |
$6.52K - $6.55K
|
10.9K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$4.41K - $4.43K
|
44
$4.43K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
35+ 1.34% |
$3.51K - $3.53K
|
2.66K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.41K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
8New |
$802 - $806
|
8
$805
|
|