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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
27.4K+ 151.33% |
$2.75M - $2.76M
|
45.6K
$4.59M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
27.3K+ 108.46% |
$2.74M - $2.75M
|
52.4K
$5.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.3KNew |
$2.74M - $2.75M
|
27.3K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.6K+ 95.69% |
$2.67M - $2.68M
|
54.4K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.6K+ 16.13% |
$2.66M - $2.67M
|
191K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
26.1K+ 95.63% |
$2.62M - $2.63M
|
53.4K
$5.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 215.17% |
$2.57M - $2.58M
|
37.5K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
25.2K+ 39.07% |
$2.53M - $2.54M
|
89.7K
$9.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25K+ 5.73% |
$2.5M - $2.51M
|
461K
$46.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
24.9KNew |
$2.5M - $2.51M
|
24.9K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.8K+ 46.74% |
$2.49M - $2.49M
|
77.8K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.4K+ 901.85% |
$2.44M - $2.45M
|
27.1K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
24.2K+ 117.95% |
$2.42M - $2.43M
|
44.7K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
23.8KNew |
$2.39M - $2.4M
|
23.8K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 187.41% |
$2.38M - $2.39M
|
36.4K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.7KNew |
$2.37M - $2.38M
|
23.7K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 43.38% |
$2.36M - $2.37M
|
77.6K
$7.81M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23.2K+ 4.09% |
$2.33M - $2.33M
|
590K
$59.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.5K+ 12.71% |
$2.25M - $2.26M
|
199K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2K+ 617.29% |
$2.13M - $2.14M
|
24.6K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21K+ 13.65% |
$2.11M - $2.11M
|
175K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.9K+ 616.06% |
$2.1M - $2.11M
|
24.3K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$2.08M - $2.08M
|
20.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
20.4KNew |
$2.05M - $2.06M
|
20.4K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20.3K+ 90.18% |
$2.04M - $2.05M
|
42.9K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 30.53% |
$1.97M - $1.97M
|
83.9K
$8.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.4K+ 200.77% |
$1.94M - $1.95M
|
29K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.3KNew |
$1.94M - $1.95M
|
19.3K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.2K+ 20.33% |
$1.93M - $1.94M
|
114K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9K+ 23.35% |
$1.9M - $1.9M
|
99.9K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.8KNew |
$1.89M - $1.89M
|
18.8K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.5K+ 24.21% |
$1.86M - $1.87M
|
95.1K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.4K+ 4.13% |
$1.84M - $1.85M
|
463K
$46.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$1.82M - $1.83M
|
18.1K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.9K+ 33.52% |
$1.79M - $1.8M
|
71.2K
$7.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.8K+ 19.05% |
$1.79M - $1.8M
|
111K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
17.7K+ 318.37% |
$1.78M - $1.79M
|
23.3K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.7KNew |
$1.78M - $1.78M
|
17.7K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
17.4KNew |
$1.75M - $1.75M
|
17.4K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.7K+ 768.46% |
$1.68M - $1.68M
|
18.9K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.5K+ 17.99% |
$1.65M - $1.66M
|
108K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 15.01% |
$1.62M - $1.63M
|
124K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 121.46% |
$1.62M - $1.63M
|
29.5K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 11.63% |
$1.61M - $1.62M
|
154K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15.8K+ 12.57% |
$1.58M - $1.59M
|
141K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.7K+ 906.4% |
$1.58M - $1.58M
|
17.5K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
15.4K+ 6.52% |
$1.55M - $1.55M
|
252K
$25.3M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
15.3K+ 29.26% |
$1.53M - $1.54M
|
67.6K
$6.8M
|