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 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.3K+ 24.19% |
$632K - $634K
|
32.3K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.29K+ 45.08% |
$631K - $634K
|
20.3K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.13KNew |
$615K - $617K
|
6.13K
$617K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.1KNew |
$612K - $614K
|
6.1K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
6KNew |
$602K - $604K
|
6K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6K+ 42.64% |
$602K - $604K
|
20.1K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.88K+ 108.57% |
$590K - $592K
|
11.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 7.4% |
$580K - $582K
|
83.9K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
5.75K+ 15.6% |
$576K - $578K
|
42.6K
$4.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.66KNew |
$568K - $570K
|
5.66K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.5K+ 203.85% |
$552K - $554K
|
8.2K
$825K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.5K+ 171.88% |
$552K - $554K
|
8.7K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.46K+ 36.57% |
$548K - $550K
|
20.4K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.36K+ 185.75% |
$538K - $539K
|
8.24K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 2.91% |
$528K - $530K
|
186K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.07K+ 53.93% |
$509K - $511K
|
14.5K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.05KNew |
$507K - $509K
|
5.05K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.99K+ 6.56% |
$500K - $502K
|
81.1K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$499K - $501K
|
4.98K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.97KNew |
$499K - $501K
|
4.97K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.94KNew |
$496K - $497K
|
4.94K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.85KNew |
$487K - $488K
|
4.85K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.83KNew |
$485K - $486K
|
4.83K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.73K+ 4.75% |
$475K - $477K
|
104K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.69K+ 15.29% |
$471K - $472K
|
35.4K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.62K+ 19.4% |
$463K - $465K
|
28.4K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.6KNew |
$462K - $463K
|
4.6K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.6K+ 7.64% |
$461K - $463K
|
64.8K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.57KNew |
$458K - $460K
|
4.57K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.48K+ 22.68% |
$450K - $451K
|
24.3K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.46KNew |
$447K - $449K
|
4.46K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$437K - $439K
|
4.36K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.31K+ 18.02% |
$432K - $434K
|
28.2K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
4.27KNew |
$429K - $430K
|
4.27K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 48.08% |
$426K - $427K
|
13.1K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.23KNew |
$424K - $426K
|
4.23K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.21K+ 108.77% |
$422K - $423K
|
8.07K
$812K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.2K+ 210.05% |
$422K - $423K
|
6.2K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 3.68% |
$418K - $419K
|
117K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.12K+ 11.46% |
$414K - $415K
|
40.1K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.11K+ 90.49% |
$412K - $414K
|
8.65K
$870K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.07K+ 34.56% |
$409K - $410K
|
15.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.02K+ 108.65% |
$403K - $405K
|
7.72K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.99K+ 3.46% |
$401K - $402K
|
119K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.99K+ 12.72% |
$400K - $401K
|
35.3K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.98KNew |
$399K - $400K
|
3.98K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94KNew |
$395K - $397K
|
3.94K
$396K
|