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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.9K+ 4.78% |
$2.7M - $2.71M
|
591K
$59.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
26.6KNew |
$2.67M - $2.68M
|
26.6K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
25.8K+ 135.78% |
$2.59M - $2.6M
|
44.9K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 3.66% |
$2.49M - $2.5M
|
703K
$70.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 15.35% |
$2.47M - $2.48M
|
185K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
24.6K+ 71.56% |
$2.46M - $2.47M
|
58.9K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.9K+ 10.98% |
$2.39M - $2.4M
|
241K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 81.67% |
$2.33M - $2.34M
|
51.8K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.32% |
$2.31M - $2.32M
|
555K
$55.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.6K+ 60.34% |
$2.27M - $2.28M
|
60.2K
$6.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
22.3K+ 31.44% |
$2.24M - $2.25M
|
93.3K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21.4K+ 736.33% |
$2.15M - $2.16M
|
24.3K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 2.26% |
$2.11M - $2.12M
|
954K
$96M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 310.62% |
$2.1M - $2.11M
|
27.7K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.9KNew |
$2.09M - $2.1M
|
20.9K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 11.36% |
$2.03M - $2.04M
|
199K
$20M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19.8K+ 10.3% |
$1.99M - $2M
|
213K
$21.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.4K+ 51.92% |
$1.94M - $1.95M
|
56.7K
$5.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
19.3KNew |
$1.94M - $1.95M
|
19.3K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.2K+ 36.99% |
$1.92M - $1.93M
|
71.1K
$7.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 27.9% |
$1.92M - $1.93M
|
87.9K
$8.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
18KNew |
$1.8M - $1.81M
|
18K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18K+ 209.74% |
$1.8M - $1.81M
|
26.5K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.77M - $1.78M
|
17.6K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17.5K+ 13.59% |
$1.75M - $1.76M
|
146K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.3K+ 9.65% |
$1.73M - $1.74M
|
196K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.1K+ 195.55% |
$1.72M - $1.73M
|
25.9K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 11.31% |
$1.71M - $1.72M
|
168K
$16.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.9KNew |
$1.7M - $1.71M
|
16.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.8K+ 102.96% |
$1.69M - $1.7M
|
33.2K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$1.69M - $1.7M
|
16.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 16.98% |
$1.64M - $1.64M
|
112K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
15.8KNew |
$1.59M - $1.59M
|
15.8K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
15.7K+ 101.21% |
$1.58M - $1.58M
|
31.3K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
15.2KNew |
$1.52M - $1.53M
|
15.2K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$1.5M - $1.51M
|
15K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14.7K+ 56.3% |
$1.48M - $1.49M
|
40.9K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
14K+ 7.64% |
$1.4M - $1.41M
|
197K
$19.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.5K+ 17.6% |
$1.36M - $1.36M
|
90.4K
$9.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.4K+ 12.92% |
$1.35M - $1.35M
|
118K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.3KNew |
$1.34M - $1.34M
|
13.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.3K+ 139.58% |
$1.34M - $1.34M
|
22.9K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 42.8% |
$1.32M - $1.33M
|
44K
$4.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1K+ 199.12% |
$1.31M - $1.32M
|
19.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 34.73% |
$1.25M - $1.25M
|
48.2K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12K+ 163.82% |
$1.2M - $1.21M
|
19.3K
$1.94M
|