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 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.42K+ 48.46% |
$242K - $243K
|
7.4K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.39KNew |
$240K - $241K
|
2.39K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 53.87% |
$238K - $239K
|
6.78K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.37K+ 9.31% |
$238K - $239K
|
27.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.37K+ 19.93% |
$238K - $238K
|
14.2K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.34K+ 129.28% |
$234K - $235K
|
4.14K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.33KNew |
$234K - $235K
|
2.33K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.22K+ 84.08% |
$223K - $223K
|
4.86K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 23.56% |
$222K - $223K
|
11.6K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$221K - $221K
|
2.2K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$218K - $219K
|
2.17K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.17KNew |
$218K - $218K
|
2.17K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.17K+ 12.72% |
$217K - $218K
|
19.2K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.16KNew |
$217K - $217K
|
2.16K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.14KNew |
$215K - $215K
|
2.14K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.09K+ 60.98% |
$210K - $211K
|
5.53K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.05KNew |
$206K - $207K
|
2.05K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.02K+ 4.8% |
$203K - $204K
|
44.1K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2K+ 3.15% |
$201K - $202K
|
65.6K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 1.05% |
$196K - $197K
|
189K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 129.08% |
$191K - $191K
|
3.37K
$339K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.86KNew |
$186K - $187K
|
1.86K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.86K+ 5.09% |
$186K - $187K
|
38.3K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 35.94% |
$184K - $185K
|
6.95K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.78K+ 64.82% |
$178K - $179K
|
4.52K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.74K+ 27.04% |
$174K - $175K
|
8.17K
$821K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.73K+ 6.76% |
$174K - $175K
|
27.4K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.73KNew |
$174K - $174K
|
1.73K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 5.76% |
$165K - $166K
|
30.2K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.64K+ 4.52% |
$165K - $166K
|
38.1K
$3.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 41050.0% |
$165K - $165K
|
1.65K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.61K+ 304.55% |
$161K - $162K
|
2.13K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.6KNew |
$161K - $161K
|
1.6K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
1.6K+ 15.7% |
$161K - $161K
|
11.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.56KNew |
$156K - $157K
|
1.56K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$156K - $156K
|
217K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.53K+ 135.04% |
$154K - $154K
|
2.67K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 508.05% |
$152K - $152K
|
1.81K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.37K+ 19.73% |
$138K - $138K
|
8.33K
$837K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.34K+ 14.71% |
$135K - $135K
|
10.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.34K+ 8.24% |
$134K - $135K
|
17.6K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 6.63% |
$132K - $133K
|
21.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.29K+ 23.29% |
$130K - $130K
|
6.85K
$689K
|