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 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.94K+ 31.86% |
$395K - $396K
|
16.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.89KNew |
$390K - $391K
|
3.89K
$391K
|
|
|
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
$382K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.71K+ 7.44% |
$372K - $373K
|
53.6K
$5.39M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.61KNew |
$362K - $363K
|
3.61K
$363K
|
|
|
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
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.5KNew |
$351K - $353K
|
3.5K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.49K+ 23.72% |
$350K - $352K
|
18.2K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.46KNew |
$347K - $348K
|
3.46K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.33KNew |
$334K - $335K
|
3.33K
$335K
|
|
|
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
$332K
|
|
|
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
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 13.57% |
$323K - $324K
|
26.9K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.18K+ 119.27% |
$319K - $320K
|
5.85K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.15K+ 14.11% |
$316K - $318K
|
25.5K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.11KNew |
$312K - $313K
|
3.11K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.06K+ 16.36% |
$307K - $308K
|
21.7K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.05KNew |
$306K - $307K
|
3.05K
$307K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3K+ 78.77% |
$301K - $302K
|
6.8K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.99KNew |
$300K - $301K
|
2.99K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.96K+ 12.09% |
$297K - $298K
|
27.5K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.93KNew |
$294K - $295K
|
2.93K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.88KNew |
$289K - $290K
|
2.88K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$288K - $289K
|
2.87K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.78K+ 3.12% |
$279K - $280K
|
92K
$9.26M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.78K+ 12.25% |
$279K - $280K
|
25.4K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.75K+ 5.85% |
$276K - $277K
|
49.8K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.75KNew |
$276K - $277K
|
2.75K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 41.84% |
$267K - $268K
|
9.03K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 3.54% |
$260K - $261K
|
75.8K
$7.62M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.57KNew |
$258K - $259K
|
2.57K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 99.5% |
$257K - $258K
|
5.15K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.55K+ 48.27% |
$255K - $256K
|
7.82K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$255K - $256K
|
2.54K
$256K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 2.52% |
$252K - $253K
|
102K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43K+ 13.61% |
$244K - $245K
|
20.3K
$2.04M
|