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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5.96KNew |
$598K - $601K
|
5.96K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.91K+ 2.2% |
$593K - $595K
|
274K
$27.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.71K+ 6.14% |
$573K - $575K
|
98.7K
$9.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.69K+ 6.38% |
$571K - $573K
|
94.9K
$9.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.53K+ 90.01% |
$555K - $557K
|
11.7K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
5.5K+ 10.26% |
$551K - $554K
|
59.1K
$5.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$551K - $554K
|
5.5K
$553K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$550K - $552K
|
5.48K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.47K+ 1286.82% |
$549K - $551K
|
5.89K
$593K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.28KNew |
$529K - $531K
|
5.28K
$531K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.21K+ 4.14% |
$523K - $525K
|
131K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.09K+ 6.24% |
$511K - $513K
|
86.7K
$8.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
5.03K+ 31.05% |
$505K - $507K
|
21.2K
$2.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5K+ 6.1% |
$502K - $504K
|
87K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.94K+ 28.22% |
$495K - $497K
|
22.4K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79KNew |
$480K - $482K
|
4.79K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4.69KNew |
$470K - $472K
|
4.69K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
4.58KNew |
$460K - $462K
|
4.58K
$461K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 185.1% |
$458K - $460K
|
7.04K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 55.54% |
$454K - $456K
|
12.7K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
4.47K+ 11.35% |
$448K - $450K
|
43.8K
$4.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.43K+ 69.54% |
$444K - $446K
|
10.8K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.41K+ 90.54% |
$442K - $444K
|
9.27K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.28KNew |
$429K - $431K
|
4.28K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.21K+ 66.62% |
$423K - $425K
|
10.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$415K - $417K
|
4.14K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 4.99% |
$405K - $407K
|
85K
$8.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.98K+ 78.53% |
$400K - $401K
|
9.06K
$911K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.85K+ 176.13% |
$386K - $387K
|
6.03K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.75KNew |
$377K - $378K
|
3.75K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 7354.9% |
$376K - $378K
|
3.8K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.75KNew |
$376K - $377K
|
3.75K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 74.65% |
$371K - $373K
|
8.65K
$871K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 14.5% |
$367K - $369K
|
28.9K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 1.85% |
$366K - $368K
|
201K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 159.48% |
$359K - $361K
|
5.83K
$586K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$359K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.48K+ 2.37% |
$349K - $350K
|
150K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.47KNew |
$348K - $349K
|
3.47K
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.46K+ 7.23% |
$347K - $348K
|
51.3K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$341K - $342K
|
3.4K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.39K+ 9.68% |
$340K - $342K
|
38.5K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 4.55% |
$328K - $329K
|
75.1K
$7.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.22KNew |
$323K - $325K
|
3.22K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.21KNew |
$322K - $324K
|
3.21K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.21K+ 29.43% |
$322K - $323K
|
14.1K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$317K - $318K
|
3.16K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.01K+ 71.33% |
$302K - $303K
|
7.22K
$726K
|