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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
420+ 14.0% |
$42.1K - $42.3K
|
3.42K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$40.1K - $40.3K
|
400
$40.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
304+ 2.76% |
$30.5K - $30.6K
|
11.3K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
176+ 1.04% |
$17.7K - $17.7K
|
17.1K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
82+ 1.04% |
$8.23K - $8.26K
|
7.99K
$802K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$8.13K - $8.16K
|
81
$8.13K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.04% |
$4.11K - $4.13K
|
3.98K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.0% |
$803 - $806
|
807
$81K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3+ 0.8% |
$301 - $302
|
376
$37.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7M+ 216.28% |
$702M - $705M
|
10.2M
$1.03B
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.53M+ 578.24% |
$555M - $557M
|
6.49M
$651M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23M+ 3869.95% |
$324M - $325M
|
3.31M
$332M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 40.31% |
$171M - $172M
|
5.94M
$597M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.2M+ 177.43% |
$121M - $121M
|
1.88M
$189M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 130.03% |
$117M - $117M
|
2.06M
$206M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09M+ 567.92% |
$110M - $110M
|
1.28M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 20.33% |
$107M - $107M
|
6.29M
$631M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.06M+ 106.13% |
$106M - $107M
|
2.06M
$207M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.05M+ 1292.88% |
$106M - $106M
|
1.14M
$114M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
838K+ 11321.67% |
$84.1M - $84.4M
|
846K
$84.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
838K+ 414.41% |
$84.1M - $84.4M
|
1.04M
$104M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
807KNew |
$80.9M - $81.2M
|
807K
$81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
790K+ 36.93% |
$79.2M - $79.5M
|
2.93M
$294M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
776K+ 12921.04% |
$77.8M - $78.1M
|
782K
$78.5M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
773K+ 7358.34% |
$77.6M - $77.8M
|
784K
$78.7M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
762KNew |
$76.5M - $76.8M
|
762K
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
753KNew |
$75.5M - $75.8M
|
753K
$75.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
667K+ 64.96% |
$66.9M - $67.1M
|
1.69M
$170M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
557K+ 34.51% |
$55.9M - $56.1M
|
2.17M
$218M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
533KNew |
$53.5M - $53.7M
|
533K
$53.5M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
463K+ 6277.87% |
$46.4M - $46.6M
|
470K
$47.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
462K+ 51.4% |
$46.3M - $46.5M
|
1.36M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
448K+ 99.12% |
$44.9M - $45.1M
|
900K
$90.3M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
431K+ 790.33% |
$43.3M - $43.4M
|
486K
$48.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
428K+ 524.12% |
$42.9M - $43M
|
509K
$51.1M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
425KNew |
$42.6M - $42.7M
|
425K
$42.6M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
370K+ 147.34% |
$37.1M - $37.3M
|
621K
$62.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
358K+ 122.21% |
$35.9M - $36M
|
650K
$65.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
345K+ 74.69% |
$34.7M - $34.8M
|
808K
$81.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
345K+ 33.59% |
$34.7M - $34.8M
|
1.37M
$138M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
312K+ 27.41% |
$31.3M - $31.4M
|
1.45M
$145M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
284K+ 701.88% |
$28.5M - $28.6M
|
325K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
280K+ 679.1% |
$28.1M - $28.2M
|
321K
$32.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
259KNew |
$26M - $26.1M
|
259K
$26M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
258KNew |
$25.8M - $25.9M
|
258K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
226K+ 33.54% |
$22.6M - $22.7M
|
898K
$90.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222K+ 24.01% |
$22.2M - $22.3M
|
1.14M
$115M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
211KNew |
$21.2M - $21.2M
|
211K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
203K+ 42.27% |
$20.3M - $20.4M
|
682K
$68.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203K+ 20.71% |
$20.3M - $20.4M
|
1.18M
$119M
|
|