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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
482K+ 2408.56% |
$48.2M - $48.4M
|
502K
$50.4M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
86.1K+ 1483.97% |
$8.61M - $8.66M
|
91.9K
$9.23M
|
|
|
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
$953K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.26KNew |
$627K - $630K
|
6.26K
$629K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$250K - $251K
|
2.5K
$251K
|
|
|
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
$4.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
737New |
$73.8K - $74.1K
|
737
$74.1K
|
|
|
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
$481K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
96KNew |
$9.6M - $9.64M
|
96K
$9.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.3K+ 5.31% |
$3.03M - $3.04M
|
601K
$60.4M
|
|
|
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
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.1KNew |
$2.11M - $2.12M
|
21.1K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.49KNew |
$849K - $853K
|
8.49K
$854K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5KNew |
$500K - $502K
|
5K
$503K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
4.43KNew |
$443K - $445K
|
4.43K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.42KNew |
$342K - $343K
|
3.42K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.14KNew |
$313K - $315K
|
3.14K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.06KNew |
$205K - $206K
|
2.06K
$207K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
52New |
$5.2K - $5.22K
|
52
$5.23K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48.7KNew |
$4.87M - $4.88M
|
48.7K
$4.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.61K+ 9.14% |
$961K - $963K
|
115K
$11.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.32KNew |
$732K - $734K
|
7.32K
$736K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
4.55KNew |
$455K - $457K
|
4.55K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$218K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
61New |
$6.1K - $6.12K
|
61
$6.13K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14K+ 93.33% |
$1.4M - $1.4M
|
29K
$2.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13.4KNew |
$1.34M - $1.34M
|
13.4K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5KNew |
$500K - $501K
|
5K
$503K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$225K - $225K
|
2.25K
$226K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
755New |
$75.5K - $75.6K
|
755
$75.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
609New |
$60.9K - $61K
|
609
$61.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$400 - $400
|
4
$402
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1New |
$100 - $100
|
1
$101
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24KNew |
$2.4M - $2.4M
|
24K
$2.41M
|
|