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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
71.1KNew |
$7.13M - $7.16M
|
71.1K
$7.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
71K+ 147.89% |
$7.12M - $7.15M
|
119K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
69.8K+ 20.15% |
$7M - $7.03M
|
416K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
68.1K+ 73.45% |
$6.83M - $6.86M
|
161K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67.9K+ 14.45% |
$6.81M - $6.84M
|
538K
$54.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.6K+ 13.38% |
$6.78M - $6.81M
|
573K
$57.7M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
67.2K+ 26.73% |
$6.74M - $6.77M
|
319K
$32.1M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
66.3K+ 91.1% |
$6.65M - $6.68M
|
139K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
66.1KNew |
$6.63M - $6.66M
|
66.1K
$6.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
65.7KNew |
$6.59M - $6.62M
|
65.7K
$6.61M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
63.5K+ 28.14% |
$6.36M - $6.39M
|
289K
$29.1M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
62.6KNew |
$6.28M - $6.31M
|
62.6K
$6.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
61.7KNew |
$6.19M - $6.22M
|
61.7K
$6.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
58K+ 18.02% |
$5.81M - $5.84M
|
380K
$38.2M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
57.3K+ 10.18% |
$5.75M - $5.77M
|
620K
$62.4M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
57.3K+ 86.99% |
$5.74M - $5.77M
|
123K
$12.4M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
53.1K+ 9.07% |
$5.33M - $5.35M
|
639K
$64.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
51.9K+ 87.75% |
$5.21M - $5.23M
|
111K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49.8K+ 714.62% |
$5M - $5.02M
|
56.8K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
47.5K+ 189.86% |
$4.77M - $4.79M
|
72.6K
$7.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
46.7K+ 43.78% |
$4.69M - $4.71M
|
153K
$15.4M
|
|
|
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 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
43.1K+ 34.39% |
$4.32M - $4.34M
|
168K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
42.5K+ 32.79% |
$4.26M - $4.28M
|
172K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
42.1K+ 14.49% |
$4.22M - $4.24M
|
332K
$33.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41K+ 2.35% |
$4.11M - $4.13M
|
1.79M
$180M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
40.9K+ 222.09% |
$4.1M - $4.12M
|
59.4K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
40.6K+ 26.07% |
$4.07M - $4.09M
|
196K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37.1K+ 119.09% |
$3.73M - $3.74M
|
68.3K
$6.88M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.2K+ 95.31% |
$3.63M - $3.64M
|
74.2K
$7.46M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36K+ 12.94% |
$3.61M - $3.63M
|
314K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.7KNew |
$3.58M - $3.6M
|
35.7K
$3.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
34.6K+ 23.67% |
$3.47M - $3.48M
|
181K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
33.8KNew |
$3.39M - $3.4M
|
33.8K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
33.3KNew |
$3.34M - $3.36M
|
33.3K
$3.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.6KNew |
$3.27M - $3.28M
|
32.6K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32.2K+ 5.67% |
$3.23M - $3.25M
|
600K
$60.4M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
31.5K+ 23.85% |
$3.15M - $3.17M
|
163K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.8K+ 16.29% |
$3.09M - $3.1M
|
220K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
30.3K+ 43.73% |
$3.04M - $3.05M
|
99.5K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.7K+ 19.68% |
$2.97M - $2.99M
|
180K
$18.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 9.96% |
$2.95M - $2.96M
|
325K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
29.3K+ 125.82% |
$2.94M - $2.96M
|
52.7K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$2.84M - $2.85M
|
28.3K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
28.3K+ 49.71% |
$2.84M - $2.85M
|
85.2K
$8.58M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28.1K+ 7361.26% |
$2.82M - $2.83M
|
28.5K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27.9K+ 20.15% |
$2.79M - $2.81M
|
166K
$16.7M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
27.7KNew |
$2.78M - $2.79M
|
27.7K
$2.79M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26.5KNew |
$2.66M - $2.67M
|
26.5K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.8K+ 20.99% |
$2.58M - $2.6M
|
149K
$15M
|