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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$751K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
3.63KNew |
$364K - $365K
|
3.63K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.49KNew |
$350K - $352K
|
3.49K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$348K - $350K
|
3.47K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.39K+ 42400.0% |
$340K - $342K
|
3.4K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.22K+ 36.64% |
$323K - $324K
|
12K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$281K - $282K
|
2.8K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$275K - $276K
|
2.74K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.66K+ 10.36% |
$267K - $268K
|
28.3K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.59K+ 43.89% |
$260K - $261K
|
8.49K
$854K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.53K+ 211.27% |
$254K - $255K
|
3.73K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.13KNew |
$214K - $214K
|
2.13K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.1KNew |
$211K - $211K
|
2.1K
$211K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.45K+ 12.58% |
$145K - $146K
|
12.9K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
590+ 10.8% |
$59.2K - $59.4K
|
6.05K
$609K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
469+ 4.15% |
$47K - $47.3K
|
11.8K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305New |
$30.6K - $30.7K
|
305
$30.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
298New |
$29.9K - $30K
|
298
$30K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
250New |
$25.1K - $25.2K
|
250
$25.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
194+ 0.32% |
$19.5K - $19.5K
|
60.5K
$6.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
120New |
$12K - $12.1K
|
120
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$9.83K - $9.87K
|
98
$9.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
84New |
$8.42K - $8.46K
|
84
$8.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$7.92K - $7.96K
|
79
$7.95K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
65+ 0.6% |
$6.52K - $6.55K
|
10.9K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
59New |
$5.92K - $5.94K
|
59
$5.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$4.41K - $4.43K
|
44
$4.43K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
35+ 1.34% |
$3.51K - $3.53K
|
2.66K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.41K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
8New |
$802 - $806
|
8
$805
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$501 - $504
|
5
$503
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$401 - $403
|
4
$402
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
263KNew |
$26.3M - $26.4M
|
263K
$26.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
204K+ 255.3% |
$20.5M - $20.5M
|
284K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
43.6K+ 1998.94% |
$4.37M - $4.39M
|
45.8K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
33.3KNew |
$3.34M - $3.36M
|
33.3K
$3.35M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
27.7KNew |
$2.78M - $2.79M
|
27.7K
$2.78M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.8KNew |
$2.48M - $2.49M
|
24.8K
$2.49M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
17.1KNew |
$1.72M - $1.72M
|
17.1K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.4K+ 159.36% |
$1.65M - $1.66M
|
26.8K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 44.42% |
$1.21M - $1.21M
|
39.2K
$3.94M
|
|