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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.99K+ 6.56% |
$500K - $502K
|
81.1K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$499K - $501K
|
4.98K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.97KNew |
$499K - $501K
|
4.97K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.94KNew |
$496K - $497K
|
4.94K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.85KNew |
$487K - $488K
|
4.85K
$487K
|
|
|
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
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.62K+ 19.4% |
$463K - $465K
|
28.4K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.6KNew |
$462K - $463K
|
4.6K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.6K+ 7.64% |
$461K - $463K
|
64.8K
$6.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.57KNew |
$458K - $460K
|
4.57K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.48K+ 22.68% |
$450K - $451K
|
24.3K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.46KNew |
$447K - $449K
|
4.46K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.31K+ 18.02% |
$432K - $434K
|
28.2K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
4.27KNew |
$429K - $430K
|
4.27K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 48.08% |
$426K - $427K
|
13.1K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.23KNew |
$424K - $426K
|
4.23K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.21K+ 108.77% |
$422K - $423K
|
8.07K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.2K+ 210.05% |
$422K - $423K
|
6.2K
$622K
|
|
|
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
$4.03M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.11K+ 90.49% |
$412K - $414K
|
8.65K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.07K+ 34.56% |
$409K - $410K
|
15.9K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.02K+ 108.65% |
$403K - $405K
|
7.72K
$775K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.99K+ 3.46% |
$401K - $402K
|
119K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.98KNew |
$399K - $400K
|
3.98K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94KNew |
$395K - $397K
|
3.94K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.89KNew |
$390K - $391K
|
3.89K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.88K+ 31.02% |
$390K - $391K
|
16.4K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8KNew |
$381K - $383K
|
3.8K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.71K+ 7.44% |
$372K - $373K
|
53.6K
$5.38M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.61KNew |
$362K - $363K
|
3.61K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.56KNew |
$357K - $358K
|
3.56K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.5KNew |
$351K - $353K
|
3.5K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.33KNew |
$334K - $335K
|
3.33K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 23.72% |
$333K - $334K
|
17.3K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
3.32K+ 39.01% |
$333K - $334K
|
11.8K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.3KNew |
$331K - $332K
|
3.3K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.29K+ 12.33% |
$330K - $331K
|
30K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.28K+ 18.09% |
$329K - $330K
|
21.4K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 16.19% |
$326K - $327K
|
23.3K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.23K+ 5.38% |
$324K - $326K
|
63.4K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 13.57% |
$323K - $324K
|
26.9K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.18K+ 119.27% |
$319K - $320K
|
5.85K
$587K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.18KNew |
$319K - $320K
|
3.18K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.15K+ 14.11% |
$316K - $318K
|
25.5K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|