Purchases and Sales Made in Q1 2024 in Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TRISHARES 0-3 MNTH TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.28M+ 10223.12% |
$128M - $129M
|
1.29M
$130M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04M+ 139.74% |
$104M - $105M
|
1.79M
$180M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
952KNew |
$95.5M - $95.9M
|
952K
$95.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
907KNew |
$91M - $91.4M
|
907K
$91.3M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
705KNew |
$70.7M - $71M
|
705K
$70.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
628KNew |
$62.9M - $63.2M
|
628K
$63.1M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
549KNew |
$55M - $55.3M
|
549K
$55.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
507K+ 1149.58% |
$50.9M - $51.1M
|
551K
$55.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
480K+ 258.06% |
$48.1M - $48.3M
|
665K
$66.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
439K+ 54.68% |
$44M - $44.2M
|
1.24M
$125M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
426K+ 88.4% |
$42.7M - $42.9M
|
907K
$91.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381K+ 384.95% |
$38.2M - $38.3M
|
479K
$48.2M
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
355K+ 27.52% |
$35.6M - $35.7M
|
1.64M
$165M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
339KNew |
$34M - $34.2M
|
339K
$34.1M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
326KNew |
$32.7M - $32.8M
|
326K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
307KNew |
$30.8M - $30.9M
|
307K
$30.8M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
302K+ 1444.76% |
$30.3M - $30.4M
|
323K
$32.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
299K+ 48.96% |
$30M - $30.1M
|
911K
$91.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
290K+ 643.16% |
$29.1M - $29.2M
|
335K
$33.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
263KNew |
$26.3M - $26.4M
|
263K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
214K+ 563.74% |
$21.5M - $21.6M
|
252K
$25.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209K+ 16.85% |
$21M - $21.1M
|
1.45M
$146M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
204K+ 255.3% |
$20.5M - $20.5M
|
284K
$28.6M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
197K+ 214.82% |
$19.8M - $19.9M
|
289K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
197K+ 570.0% |
$19.7M - $19.8M
|
231K
$23.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
188K+ 120.12% |
$18.8M - $18.9M
|
344K
$34.6M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
171K+ 198.62% |
$17.2M - $17.3M
|
258K
$25.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
168K+ 585.02% |
$16.8M - $16.9M
|
196K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 73.02% |
$16.1M - $16.1M
|
379K
$38.2M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
157KNew |
$15.7M - $15.8M
|
157K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
157K+ 28.18% |
$15.7M - $15.8M
|
712K
$71.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155K+ 245.85% |
$15.6M - $15.6M
|
219K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
153K+ 42.06% |
$15.3M - $15.4M
|
516K
$51.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 32.6% |
$15.3M - $15.4M
|
621K
$62.4M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
151KNew |
$15.2M - $15.2M
|
151K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
148K+ 648.47% |
$14.9M - $14.9M
|
171K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
148K+ 74.71% |
$14.9M - $14.9M
|
347K
$34.9M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133K+ 48.56% |
$13.4M - $13.4M
|
408K
$41M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
123KNew |
$12.3M - $12.3M
|
123K
$12.3M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
116KNew |
$11.6M - $11.6M
|
116K
$11.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
115K+ 817.43% |
$11.5M - $11.6M
|
129K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109K+ 40.98% |
$11M - $11M
|
376K
$37.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
107KNew |
$10.7M - $10.8M
|
107K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
96.4KNew |
$9.67M - $9.71M
|
96.4K
$9.69M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95K+ 33.99% |
$9.53M - $9.57M
|
375K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
89.2KNew |
$8.95M - $8.99M
|
89.2K
$8.97M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
88.7K+ 27.25% |
$8.9M - $8.93M
|
414K
$41.7M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
81.2K+ 150.81% |
$8.14M - $8.18M
|
135K
$13.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
80.5KNew |
$8.07M - $8.1M
|
80.5K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
76.7K+ 17.5% |
$7.69M - $7.72M
|
515K
$51.8M
|