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 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14.3K+ 10.34% |
$1.43M - $1.44M
|
152K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.1K+ 10.32% |
$1.41M - $1.42M
|
150K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.5K+ 23.19% |
$1.36M - $1.36M
|
71.9K
$7.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 176.85% |
$1.34M - $1.35M
|
20.9K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
13.3K+ 13.37% |
$1.33M - $1.34M
|
113K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.3K+ 2.53% |
$1.33M - $1.34M
|
537K
$53.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13K+ 13.62% |
$1.3M - $1.3M
|
108K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 92.55% |
$1.28M - $1.28M
|
26.5K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.1K+ 95.55% |
$1.21M - $1.22M
|
24.7K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
12KNew |
$1.2M - $1.21M
|
12K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.9K+ 3.97% |
$1.19M - $1.2M
|
311K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.5K+ 8.25% |
$1.16M - $1.16M
|
151K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
11.2K+ 66.04% |
$1.12M - $1.12M
|
28.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2K+ 31.1% |
$1.12M - $1.12M
|
47K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
10.9K+ 125.15% |
$1.09M - $1.1M
|
19.6K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.8K+ 20.5% |
$1.08M - $1.09M
|
63.4K
$6.36M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 43.05% |
$1.07M - $1.07M
|
35.4K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10.6KNew |
$1.07M - $1.07M
|
10.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 17.54% |
$1.06M - $1.07M
|
71.1K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$1.06M - $1.06M
|
10.5K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 5.07% |
$1.05M - $1.06M
|
218K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
10.4KNew |
$1.04M - $1.05M
|
10.4K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
10.3K+ 21.28% |
$1.03M - $1.03M
|
58.5K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.3K+ 177.03% |
$1.03M - $1.03M
|
16K
$1.61M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.1K+ 57.24% |
$1.01M - $1.01M
|
27.7K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 6.08% |
$1.01M - $1.01M
|
175K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
9.95K+ 162.65% |
$999K - $1M
|
16.1K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
9.83K+ 214.51% |
$987K - $990K
|
14.4K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
9.8K+ 261.87% |
$983K - $987K
|
13.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
$966K - $970K
|
9.63K
$967K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.4K+ 122.75% |
$943K - $947K
|
17.1K
$1.71M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.15KNew |
$918K - $921K
|
9.15K
$918K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.13K+ 6.43% |
$916K - $919K
|
151K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.94KNew |
$897K - $900K
|
8.94K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.53K+ 4.35% |
$856K - $858K
|
205K
$20.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.5KNew |
$853K - $856K
|
8.5K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.48K+ 28.6% |
$850K - $853K
|
38.1K
$3.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.38KNew |
$841K - $844K
|
8.38K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8.37KNew |
$840K - $843K
|
8.37K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.21K+ 214.45% |
$824K - $826K
|
12K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.2KNew |
$823K - $826K
|
8.2K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.19K+ 18.02% |
$822K - $824K
|
53.6K
$5.38M
|