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 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
72+ 0.4% |
$7.22K - $7.25K
|
18K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
71+ 2.4% |
$7.12K - $7.15K
|
3.03K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
67+ 0.47% |
$6.72K - $6.75K
|
14.3K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$6.02K - $6.04K
|
60
$6.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
58+ 1.27% |
$5.82K - $5.84K
|
4.62K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
55New |
$5.52K - $5.54K
|
55
$5.53K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 60.23% |
$5.32K - $5.34K
|
141
$14.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 2.15% |
$5.02K - $5.04K
|
2.38K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
50+ 1.32% |
$5.02K - $5.04K
|
3.85K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 2.63% |
$4.81K - $4.84K
|
1.87K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
42+ 1.34% |
$4.21K - $4.23K
|
3.19K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
38+ 0.92% |
$3.81K - $3.83K
|
4.17K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$3.21K - $3.22K
|
32
$3.22K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 86.49% |
$3.21K - $3.22K
|
69
$6.94K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
28+ 0.96% |
$2.81K - $2.82K
|
2.96K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 1.33% |
$2.71K - $2.72K
|
2.06K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 1.06% |
$2.21K - $2.22K
|
2.09K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$2.11K - $2.12K
|
21
$2.11K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15+ 0.41% |
$1.5K - $1.51K
|
3.71K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.38% |
$903 - $907
|
661
$66.5K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
8+ 0.17% |
$802 - $806
|
4.78K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$502 - $504
|
5
$503
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 1.39% |
$502 - $504
|
364
$36.6K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.55K
$257K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
556K+ 2215.14% |
$55.8M - $56M
|
581K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
373K+ 103.36% |
$37.4M - $37.6M
|
734K
$73.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
158KNew |
$15.9M - $16M
|
158K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58.6K+ 10.81% |
$5.88M - $5.91M
|
601K
$60.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
57.4KNew |
$5.76M - $5.79M
|
57.4K
$5.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.3K+ 682.45% |
$3.74M - $3.76M
|
42.8K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.9KNew |
$2.19M - $2.2M
|
21.9K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.15M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.3K+ 145.52% |
$1.83M - $1.84M
|
30.8K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 29.04% |
$1.17M - $1.18M
|
52K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.78K+ 13.19% |
$981K - $986K
|
83.9K
$8.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.9K+ 157940.0% |
$792K - $796K
|
7.9K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94KNew |
$696K - $699K
|
6.94K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56K+ 41.6% |
$558K - $560K
|
18.9K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.97KNew |
$498K - $500K
|
4.97K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 171.97% |
$492K - $494K
|
7.75K
$780K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
4.6KNew |
$461K - $463K
|
4.6K
$463K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$402K
|
|