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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.9K+ 10.05% |
$4.91M - $4.93M
|
536K
$53.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 15.78% |
$4.88M - $4.9M
|
357K
$35.9M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
48.1K+ 164.58% |
$4.83M - $4.85M
|
77.4K
$7.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
45.5K+ 104.5% |
$4.57M - $4.59M
|
89.1K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
45.2K+ 159.5% |
$4.54M - $4.55M
|
73.6K
$7.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
43.9KNew |
$4.4M - $4.42M
|
43.9K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
43.5K+ 495.94% |
$4.36M - $4.38M
|
52.3K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43.4K+ 4924.83% |
$4.36M - $4.37M
|
44.3K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
43.3K+ 72.2% |
$4.34M - $4.36M
|
103K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43.2K+ 23.38% |
$4.34M - $4.35M
|
228K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.1KNew |
$4.32M - $4.34M
|
43.1K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.1K+ 285.51% |
$4.32M - $4.33M
|
58.1K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.4K+ 14.86% |
$4.25M - $4.27M
|
328K
$32.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
42K+ 1431.54% |
$4.21M - $4.23M
|
44.9K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
42K+ 106.69% |
$4.21M - $4.23M
|
81.3K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.9K+ 6.48% |
$4.2M - $4.21M
|
688K
$69.2M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41.8KNew |
$4.19M - $4.21M
|
41.8K
$4.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
41.5K+ 237.46% |
$4.17M - $4.18M
|
59K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.3K+ 14.74% |
$4.15M - $4.16M
|
322K
$32.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.3K+ 111.74% |
$4.14M - $4.15M
|
78.2K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 14.73% |
$4.14M - $4.15M
|
321K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
40.9KNew |
$4.11M - $4.12M
|
40.9K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
40.7KNew |
$4.08M - $4.09M
|
40.7K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
40.4KNew |
$4.05M - $4.07M
|
40.4K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
40.4K+ 15.07% |
$4.05M - $4.07M
|
308K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.6K+ 19.9% |
$3.97M - $3.99M
|
239K
$24M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38.7K+ 20.2% |
$3.89M - $3.9M
|
230K
$23.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
37.9KNew |
$3.8M - $3.81M
|
37.9K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
35.7K+ 172.05% |
$3.58M - $3.59M
|
56.5K
$5.68M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
35K+ 17.69% |
$3.51M - $3.52M
|
233K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34.3KNew |
$3.44M - $3.45M
|
34.3K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.7K+ 233.11% |
$3.39M - $3.4M
|
48.2K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
32.9K+ 730.41% |
$3.3M - $3.32M
|
37.4K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.8K+ 30.72% |
$3.29M - $3.31M
|
140K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.6K+ 31.11% |
$3.28M - $3.29M
|
138K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
32.6K+ 107.28% |
$3.27M - $3.28M
|
62.9K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$3.26M - $3.28M
|
32.5K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
31.2K+ 11.53% |
$3.13M - $3.14M
|
302K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9K+ 49.35% |
$3.1M - $3.11M
|
93.5K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30.2K+ 303.19% |
$3.03M - $3.04M
|
40.1K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
30.1KNew |
$3.02M - $3.03M
|
30.1K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29.4K+ 138.61% |
$2.95M - $2.96M
|
50.6K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
29.3K+ 40.79% |
$2.94M - $2.95M
|
101K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
28.8K+ 7.32% |
$2.89M - $2.9M
|
422K
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.5KNew |
$2.86M - $2.87M
|
28.5K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
28.4K+ 10.96% |
$2.85M - $2.86M
|
287K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
28KNew |
$2.81M - $2.82M
|
28K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28K+ 23.66% |
$2.81M - $2.82M
|
146K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
27.7K+ 38.98% |
$2.78M - $2.79M
|
98.8K
$9.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27.7K+ 23.18% |
$2.78M - $2.79M
|
147K
$14.8M
|