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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 208.02% |
$1.01M - $1.02M
|
15K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.8KNew |
$983K - $987K
|
9.8K
$986K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.66K+ 4.45% |
$968K - $972K
|
226K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.55KNew |
$957K - $961K
|
9.55K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.37K+ 16.93% |
$939K - $943K
|
64.7K
$6.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
9.3KNew |
$933K - $937K
|
9.3K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.13K+ 107.51% |
$916K - $920K
|
17.6K
$1.77M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
9.03K+ 24.23% |
$905K - $909K
|
46.3K
$4.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.79KNew |
$881K - $885K
|
8.79K
$884K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.72K+ 54.72% |
$874K - $878K
|
24.7K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 24.9% |
$848K - $852K
|
42.4K
$4.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.42K+ 52.15% |
$844K - $848K
|
24.6K
$2.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.38KNew |
$840K - $844K
|
8.38K
$843K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.93KNew |
$796K - $799K
|
7.93K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.83K+ 15.41% |
$785K - $788K
|
58.6K
$5.89M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
7.81K+ 20.92% |
$783K - $786K
|
45.1K
$4.54M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.57K+ 267.47% |
$759K - $763K
|
10.4K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.56KNew |
$758K - $761K
|
7.56K
$760K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.48K+ 101.22% |
$750K - $754K
|
14.9K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.41KNew |
$744K - $747K
|
7.41K
$746K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.05K+ 25.2% |
$707K - $710K
|
35K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.02K+ 32.93% |
$704K - $707K
|
28.3K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
6.97KNew |
$699K - $702K
|
6.97K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.92K+ 16.19% |
$694K - $697K
|
49.7K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.91KNew |
$693K - $695K
|
6.91K
$695K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
6.45K+ 66.81% |
$646K - $649K
|
16.1K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.34KNew |
$636K - $639K
|
6.34K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.33KNew |
$635K - $637K
|
6.33K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.29K+ 281.18% |
$631K - $633K
|
8.53K
$858K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.2KNew |
$622K - $625K
|
6.2K
$624K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.11KNew |
$613K - $616K
|
6.11K
$615K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.06K+ 20.41% |
$608K - $610K
|
35.7K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.03K+ 12.73% |
$604K - $607K
|
53.4K
$5.37M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.92KNew |
$594K - $596K
|
5.92K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5.9KNew |
$592K - $595K
|
5.9K
$594K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.9KNew |
$592K - $594K
|
5.9K
$593K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.8K+ 38.92% |
$582K - $585K
|
20.7K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.77K+ 15.07% |
$579K - $581K
|
44.1K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.75K+ 100.16% |
$576K - $579K
|
11.5K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.63K+ 283.39% |
$565K - $567K
|
7.62K
$766K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.49K+ 170.21% |
$550K - $552K
|
8.71K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.47KNew |
$549K - $551K
|
5.47K
$550K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.46KNew |
$548K - $550K
|
5.46K
$549K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.45K+ 96.09% |
$547K - $549K
|
11.1K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.32K+ 31.2% |
$533K - $535K
|
22.3K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18K+ 101.51% |
$519K - $521K
|
10.3K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 7.47% |
$514K - $516K
|
73.8K
$7.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
5K+ 123.71% |
$502K - $504K
|
9.05K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.98K+ 108.68% |
$500K - $502K
|
9.57K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.97K+ 14.11% |
$498K - $500K
|
40.2K
$4.04M
|