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 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
147K+ 10.96% |
$14.7M - $14.8M
|
1.48M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
135KNew |
$13.6M - $13.6M
|
135K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
134K+ 29.49% |
$13.5M - $13.5M
|
589K
$59.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129K+ 49.83% |
$13M - $13M
|
389K
$39.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 36.96% |
$12.7M - $12.8M
|
471K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
126K+ 23.79% |
$12.6M - $12.6M
|
653K
$65.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
117K+ 75.75% |
$11.8M - $11.8M
|
272K
$27.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 10.29% |
$11.5M - $11.5M
|
1.23M
$123M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
110K+ 291.84% |
$11M - $11.1M
|
148K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
109K+ 192.49% |
$10.9M - $10.9M
|
165K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
107K+ 78.0% |
$10.8M - $10.8M
|
245K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 269.89% |
$10.5M - $10.6M
|
144K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
104K+ 819.48% |
$10.4M - $10.4M
|
116K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
103K+ 11.76% |
$10.3M - $10.4M
|
979K
$98.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100K+ 28.2% |
$10.1M - $10.1M
|
457K
$45.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
98.4K+ 271.21% |
$9.87M - $9.91M
|
135K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
96.9K+ 576.03% |
$9.73M - $9.76M
|
114K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.8K+ 34.06% |
$8.71M - $8.74M
|
342K
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
86.1K+ 45.78% |
$8.64M - $8.67M
|
274K
$27.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.7KNew |
$8.5M - $8.53M
|
84.7K
$8.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
83.3KNew |
$8.36M - $8.39M
|
83.3K
$8.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.5K+ 37.79% |
$8.18M - $8.2M
|
297K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76.2K+ 102.83% |
$7.64M - $7.67M
|
150K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
75.3KNew |
$7.55M - $7.58M
|
75.3K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
74.8K+ 52.44% |
$7.5M - $7.53M
|
217K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
73.6K+ 153.45% |
$7.38M - $7.41M
|
122K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.3KNew |
$7.26M - $7.28M
|
72.3K
$7.28M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
71.9K+ 50.07% |
$7.21M - $7.24M
|
215K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
71K+ 4.99% |
$7.13M - $7.15M
|
1.49M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
69.8K+ 173.97% |
$7.01M - $7.03M
|
110K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
67KNew |
$6.72M - $6.75M
|
67K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3KNew |
$6.66M - $6.68M
|
66.3K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 140.72% |
$6.47M - $6.49M
|
110K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
64.1K+ 188.7% |
$6.43M - $6.46M
|
98.1K
$9.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.5K+ 5.62% |
$6.27M - $6.29M
|
1.18M
$118M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
62.3K+ 40.0% |
$6.25M - $6.27M
|
218K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
60.6KNew |
$6.08M - $6.1M
|
60.6K
$6.09M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
59.2K+ 108.9% |
$5.94M - $5.96M
|
114K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
58.4KNew |
$5.86M - $5.88M
|
58.4K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.1K+ 14.57% |
$5.73M - $5.75M
|
449K
$45.1M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
57KNew |
$5.72M - $5.74M
|
57K
$5.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.6K+ 1072860.0% |
$5.38M - $5.4M
|
53.6K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
53.4K+ 39.3% |
$5.35M - $5.37M
|
189K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
53.2K+ 351.13% |
$5.34M - $5.35M
|
68.3K
$6.87M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52.8K+ 26.58% |
$5.3M - $5.31M
|
251K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52.4K+ 1966.79% |
$5.25M - $5.27M
|
55K
$5.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 27.29% |
$5.15M - $5.17M
|
240K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
49.3KNew |
$4.95M - $4.96M
|
49.3K
$4.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 15.73% |
$4.94M - $4.96M
|
362K
$36.4M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
49K+ 26.91% |
$4.92M - $4.94M
|
231K
$23.3M
|