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 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
199+ 100.0% |
$20K - $20K
|
398
$40K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
197+ 74.62% |
$19.8K - $19.8K
|
461
$46.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
193+ 8.67% |
$19.4K - $19.4K
|
2.42K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
184+ 1.48% |
$18.5K - $18.5K
|
12.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
177+ 0.16% |
$17.8K - $17.8K
|
109K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
176+ 15.87% |
$17.7K - $17.7K
|
1.29K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
168+ 1.51% |
$16.8K - $16.9K
|
11.3K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
165+ 3.46% |
$16.5K - $16.6K
|
4.94K
$497K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
154New |
$15.4K - $15.5K
|
154
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
131New |
$13.1K - $13.2K
|
131
$13.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
124+ 16.53% |
$12.4K - $12.5K
|
874
$87.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
111+ 0.95% |
$11.1K - $11.2K
|
11.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70New |
$7.02K - $7.05K
|
70
$7.04K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 1.14% |
$6.02K - $6.04K
|
5.34K
$537K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57+ 1.58% |
$5.72K - $5.74K
|
3.67K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
54New |
$5.42K - $5.44K
|
54
$5.43K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$5.01K - $5.04K
|
50
$5.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
49+ 1.32% |
$4.91K - $4.93K
|
3.75K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
43+ 0.4% |
$4.31K - $4.33K
|
10.8K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$3.91K - $3.93K
|
39
$3.92K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 327.27% |
$3.61K - $3.63K
|
47
$4.73K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
36+ 0.87% |
$3.61K - $3.63K
|
4.18K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
28+ 1.39% |
$2.81K - $2.82K
|
2.04K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26New |
$2.61K - $2.62K
|
26
$2.62K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
25+ 0.29% |
$2.51K - $2.52K
|
8.69K
$874K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 35.82% |
$2.41K - $2.42K
|
91
$9.15K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
22+ 0.24% |
$2.21K - $2.22K
|
9.36K
$941K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.76% |
$1.91K - $1.91K
|
2.52K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 4.18% |
$1.91K - $1.91K
|
474
$47.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.11K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.24% |
$1K - $1.01K
|
4.25K
$427K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.46% |
$903 - $906
|
1.97K
$198K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$802 - $806
|
2.34K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.16% |
$602 - $604
|
3.78K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.9% |
$602 - $604
|
676
$68K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.11% |
$501 - $504
|
4.74K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.1% |
$100 - $101
|
92
$9.25K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4- 13.79% |
$401 - $403
|
25
$2.51K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.19% |
$1.2K - $1.21K
|
996
$100K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 13.74% |
$1.81K - $1.81K
|
113
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35- 0.74% |
$3.51K - $3.52K
|
4.7K
$473K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-49- 0.06% |
$4.91K - $4.93K
|
88.5K
$8.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 72.29% |
$6.02K - $6.04K
|
23
$2.31K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 45.65% |
$6.32K - $6.34K
|
75
$7.54K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 1.03% |
$8.93K - $8.96K
|
8.58K
$863K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-91- 0.29% |
$9.13K - $9.16K
|
31.8K
$3.2M
|