Latest Institutional Purchases of Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

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
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
5
New
$501 - $504
5 $503
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
4
New
$401 - $403
4 $402
Q1 2024
Apr 18, 2024 Q1 2024
Horizon Wealth Management, LLC

BUY
 -
263K
New
$26.3M - $26.4M
263K $26.4M
Apr 12, 2024 Q1 2024
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
204K
+ 255.3%
$20.5M - $20.5M
284K $28.6M
May 15, 2024 Q1 2024
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
43.6K
+ 1998.94%
$4.37M - $4.39M
45.8K $4.6M
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
33.3K
New
$3.34M - $3.36M
33.3K $3.35M
Apr 05, 2024 Q1 2024
First Hawaiian Bank

BUY
 -
27.7K
New
$2.78M - $2.79M
27.7K $2.78M
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
24.8K
New
$2.48M - $2.49M
24.8K $2.49M
Sep 30, 2024 Q1 2024
Jarislowsky, Fraser LTD

BUY
 -
17.1K
New
$1.72M - $1.72M
17.1K $1.72M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
16.4K
+ 159.36%
$1.65M - $1.66M
26.8K $2.69M
Apr 23, 2024 Q1 2024
Spartan Fund Management Inc.

BUY
 -
9.3K
New
$933K - $937K
9.3K $935K
May 13, 2024 Q1 2024
Windham Capital Management, LLC

BUY
 -
6.97K
New
$699K - $702K
6.97K $701K
Apr 10, 2024 Q1 2024
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
6.2K
New
$622K - $625K
6.2K $624K
May 15, 2024 Q1 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
2.82K
New
$282K - $283K
2.82K $283K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
2.45K
+ 39.05%
$246K - $247K
8.74K $879K
May 01, 2024 Q1 2024
Cadinha & CO LLC

BUY
 -
2K
New
$201K - $201K
2K $201K
Apr 01, 2024 Q1 2024
General Partner, Inc.

Pittsburgh, PA
BUY
 -
1.4K
New
$140K - $141K
1.4K $141K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
793
+ 0.77%
$79.5K - $79.9K
104K $10.4M
Mar 11, 2025 Q1 2024
Private Capital Management LLC

BUY
 -
579
New
$58.1K - $58.3K
579 $58.2K
Apr 29, 2024 Q1 2024
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
292
+ 11.36%
$29.3K - $29.4K
2.86K $288K
Apr 24, 2024 Q1 2024
Psi Advisors, LLC

BUY
 -
154
New
$15.4K - $15.5K
154 $15.5K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
54
New
$5.42K - $5.44K
54 $5.43K
May 09, 2024 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
50
New
$5.01K - $5.04K
50 $5.03K
May 10, 2024 Q1 2024
Covestor LTD

Boston, MA
BUY
 -
24
+ 35.82%
$2.41K - $2.42K
91 $9.15K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
14
New
$1.4K - $1.41K
14 $1.41K
Apr 16, 2024 Q1 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
11
New
$1.1K - $1.11K
11 $1.11K
May 01, 2024 Q1 2024
Source Financial Advisors LLC

New York, NY
BUY
 -
8
+ 0.34%
$802 - $806
2.34K $235K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
786K
New
$78.6M - $79.1M
786K $79M
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
369K
New
$37M - $37.2M
369K $37.2M
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
79.1K
+ 15.67%
$7.91M - $7.96M
584K $58.7M
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
68.2K
+ 67.66%
$6.83M - $6.87M
169K $17M
Jan 09, 2024 Q4 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
50.8K
New
$5.09M - $5.12M
50.8K $5.11M
Feb 14, 2024 Q4 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
31.9K
New
$3.19M - $3.21M
31.9K $3.2M
Feb 14, 2024 Q4 2023
Pariax, LLC

BUY
 -
30.2K
+ 145.66%
$3.02M - $3.04M
50.9K $5.12M
Feb 14, 2024 Q4 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
25.2K
New
$2.53M - $2.54M
25.2K $2.54M
Jan 22, 2024 Q4 2023
Spinnaker Investment Group, LLC

BUY
 -
22.5K
New
$2.25M - $2.27M
22.5K $2.26M
Feb 08, 2024 Q4 2023
Haverford Trust CO

Radnor, PA
BUY
 -
21.1K
New
$2.11M - $2.13M
21.1K $2.12M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
10.8K
+ 219.59%
$1.08M - $1.08M
15.6K $1.57M
Feb 08, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
BUY
 -
10.1K
New
$1.01M - $1.02M
10.1K $1.02M
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
9.96K
New
$996K - $1M
9.96K $1M
Feb 08, 2024 Q4 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
9.62K
New
$962K - $969K
9.62K $968K
Jan 17, 2024 Q4 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
7.19K
New
$720K - $725K
7.19K $724K
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
4.1K
New
$410K - $412K
4.1K $412K
Feb 08, 2024 Q4 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
3.03K
New
$303K - $305K
3.03K $305K
Aug 22, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
2.82K
+ 74.95%
$282K - $284K
6.59K $662K
Jan 11, 2024 Q4 2023
Thomasville National Bank

BUY
 -
2.55K
New
$255K - $257K
2.55K $257K
Feb 14, 2024 Q4 2023
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
2.14K
New
$214K - $215K
2.14K $215K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
1.8K
+ 12.05%
$180K - $181K
16.7K $1.68M

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