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 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.15KNew |
$918K - $921K
|
9.15K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.13K+ 6.43% |
$916K - $919K
|
151K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.04K+ 103.82% |
$907K - $911K
|
17.8K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.94KNew |
$897K - $900K
|
8.94K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.9K+ 6.25% |
$893K - $896K
|
151K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.53K+ 4.35% |
$856K - $858K
|
205K
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.5KNew |
$853K - $856K
|
8.5K
$855K
|
|
|
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
$843K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8.37KNew |
$840K - $843K
|
8.37K
$842K
|
|
|
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
$825K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.19K+ 18.02% |
$822K - $824K
|
53.6K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.17K+ 293.5% |
$820K - $823K
|
11K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
8.16K+ 12.29% |
$819K - $822K
|
74.6K
$7.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.09K+ 29.03% |
$812K - $815K
|
36K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.08K+ 44.57% |
$811K - $813K
|
26.2K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.05KNew |
$808K - $810K
|
8.05K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.04KNew |
$807K - $810K
|
8.04K
$809K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
7.88K+ 20.66% |
$791K - $793K
|
46K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.86KNew |
$789K - $791K
|
7.86K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.72KNew |
$774K - $777K
|
7.72K
$776K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
7.7KNew |
$772K - $775K
|
7.7K
$774K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.63K+ 57.01% |
$765K - $768K
|
21K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.56K+ 372.46% |
$759K - $761K
|
9.59K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 93.33% |
$758K - $760K
|
15.6K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.46KNew |
$749K - $751K
|
7.46K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.42KNew |
$745K - $747K
|
7.42K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
7.41K+ 67.94% |
$744K - $746K
|
18.3K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.33K+ 51.53% |
$735K - $738K
|
21.6K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.32KNew |
$734K - $737K
|
7.32K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.22KNew |
$725K - $727K
|
7.22K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.21K+ 9.4% |
$724K - $726K
|
83.9K
$8.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.1K+ 12.41% |
$712K - $715K
|
64.3K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7K+ 58.41% |
$702K - $705K
|
19K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.98KNew |
$700K - $703K
|
6.98K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.95K+ 3.03% |
$698K - $700K
|
236K
$23.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.71KNew |
$673K - $676K
|
6.71K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.68K+ 60.18% |
$671K - $673K
|
17.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$663K - $665K
|
6.61K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.6KNew |
$662K - $665K
|
6.6K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.59K+ 143.5% |
$661K - $663K
|
11.2K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$653K - $655K
|
6.51K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.46K+ 67.74% |
$648K - $650K
|
16K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 163.01% |
$646K - $648K
|
10.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.42KNew |
$644K - $646K
|
6.42K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.33KNew |
$635K - $637K
|
6.33K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.31K+ 43.41% |
$633K - $635K
|
20.8K
$2.1M
|