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
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
690
New
$69K - $69.5K
690 $69.4K
Feb 07, 2024 Q4 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
647
+ 12.98%
$64.7K - $65.2K
5.63K $567K
Jan 08, 2024 Q4 2023
Cherrydale Wealth Management, LLC

BUY
 -
643
+ 3.29%
$64.3K - $64.8K
20.2K $2.03M
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
501
New
$50.1K - $50.5K
501 $50.4K
Feb 07, 2024 Q4 2023
Astoria Portfolio Advisors Llc.

BUY
 -
453
+ 20.94%
$45.3K - $45.6K
2.62K $263K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
408
New
$40.8K - $41.1K
408 $41K
Feb 08, 2024 Q4 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
392
New
$39.2K - $39.5K
392 $39.4K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
328
New
$32.8K - $33K
328 $33K
Feb 07, 2024 Q4 2023
Wall Capital Group, Inc.

BUY
 -
325
+ 1.37%
$32.5K - $32.7K
24.1K $2.42M
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
315
New
$31.5K - $31.7K
315 $31.7K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
125
New
$12.5K - $12.6K
125 $12.6K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
100
+ 4.44%
$10K - $10.1K
2.35K $236K
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

BUY
 -
91
+ 1.75%
$9.1K - $9.17K
5.29K $532K
Jan 16, 2024 Q4 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
45
+ 1.67%
$4.5K - $4.53K
2.74K $276K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
33
New
$3.3K - $3.32K
33 $3.32K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
24
+ 0.57%
$2.4K - $2.42K
4.25K $428K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
18
New
$1.8K - $1.81K
18 $1.81K
Q3 2023
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
3.63M
+ 139199.31%
$364M - $365M
3.63M $365M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
228K
New
$22.8M - $22.9M
228K $22.9M
Oct 31, 2023 Q3 2023
Cabana LLC

Fayetteville, AR
BUY
 -
133K
New
$13.3M - $13.4M
133K $13.4M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
82.4K
+ 31.12%
$8.26M - $8.3M
347K $34.9M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
80.4K
New
$8.05M - $8.09M
80.4K $8.08M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
32.2K
New
$3.23M - $3.25M
32.2K $3.24M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
17.3K
+ 16.97%
$1.73M - $1.74M
119K $12M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
5.01K
New
$502K - $504K
5.01K $504K
Oct 10, 2023 Q3 2023
Bts Asset Management, Inc.

BUY
 -
4.47K
New
$448K - $450K
4.47K $450K
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
3.88K
+ 11.31%
$389K - $391K
38.2K $3.84M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
2.38K
New
$239K - $240K
2.38K $240K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.12K
New
$213K - $214K
2.12K $214K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2K
New
$200K - $201K
2K $201K
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
1.99K
New
$200K - $201K
1.99K $201K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
1.25K
+ 21.93%
$125K - $126K
6.95K $699K
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.17K
New
$117K - $117K
1.17K $117K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
1K
New
$100K - $101K
1K $101K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
800
New
$80.2K - $80.5K
800 $80.5K
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
 -
54
New
$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
 -
17
New
$1.7K - $1.71K
17 $1.71K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
11
New
$1.1K - $1.11K
11 $1.11K
Q2 2023
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
539K
New
$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
 -
120K
New
$12M - $12M
120K $12M
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
26.9K
New
$2.69M - $2.7M
26.9K $2.7M
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
25K
New
$2.5M - $2.52M
25K $2.51M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
5.24K
New
$525K - $528K
5.24K $527K
Aug 14, 2023 Q2 2023
Laird Norton Trust Company, LLC

BUY
 -
4.94K
New
$494K - $497K
4.94K $496K
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
3.24K
New
$325K - $326K
3.24K $326K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.79K
New
$280K - $281K
2.79K $281K

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