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 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-92- 3.53% |
$9.23K - $9.27K
|
2.51K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 3.43% |
$9.43K - $9.47K
|
2.65K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-130- 0.46% |
$13K - $13.1K
|
28.2K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-140- 1.8% |
$14K - $14.1K
|
7.63K
$768K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 7.03% |
$14.5K - $14.6K
|
1.92K
$193K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-150- 2.47% |
$15K - $15.1K
|
5.92K
$596K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-153- 1.02% |
$15.3K - $15.4K
|
14.9K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-167- 95.43% |
$16.7K - $16.8K
|
8
$805
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-175- 46.67% |
$17.6K - $17.6K
|
200
$20.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-199- 7.36% |
$20K - $20K
|
2.5K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 66.67% |
$20.1K - $20.1K
|
100
$10.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-209- 0.87% |
$21K - $21K
|
23.7K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-210- 1.78% |
$21.1K - $21.1K
|
11.6K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247- 20.03% |
$24.8K - $24.9K
|
986
$99.2K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-252- 9.56% |
$25.3K - $25.4K
|
2.39K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-296- 2.12% |
$29.7K - $29.8K
|
13.7K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 46.42% |
$35.1K - $35.2K
|
404
$40.6K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-367- 7.71% |
$36.8K - $37K
|
4.39K
$442K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-390- 4.17% |
$39.1K - $39.3K
|
8.97K
$902K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-401- 4.83% |
$40.2K - $40.4K
|
7.89K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 52.44% |
$40.9K - $41.1K
|
370
$37.2K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-420- 8.94% |
$42.1K - $42.3K
|
4.28K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-444- 17.04% |
$44.5K - $44.7K
|
2.16K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-470- 3.96% |
$47.1K - $47.3K
|
11.4K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-499- 18.17% |
$50K - $50.3K
|
2.25K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-500- 8.33% |
$50.1K - $50.4K
|
5.5K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-550- 17.54% |
$55.2K - $55.4K
|
2.59K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-550- 36.86% |
$55.2K - $55.4K
|
942
$94.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-581- 4.33% |
$58.3K - $58.5K
|
12.8K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-582- 1.77% |
$58.4K - $58.6K
|
32.3K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-585- 4.29% |
$58.7K - $58.9K
|
13K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-617- 6.09% |
$61.9K - $62.1K
|
9.51K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-626- 8.95% |
$62.8K - $63K
|
6.37K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-768- 24.08% |
$77K - $77.3K
|
2.42K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-820- 10.81% |
$82.2K - $82.6K
|
6.77K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-861- 15.46% |
$86.3K - $86.7K
|
4.71K
$474K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-880- 20.58% |
$88.3K - $88.6K
|
3.4K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-881- 0.68% |
$88.4K - $88.7K
|
128K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-891- 24.94% |
$89.4K - $89.7K
|
2.68K
$270K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-997- 16.17% |
$100K - $100K
|
5.17K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 2.03% |
$101K - $101K
|
48.6K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.02K- 17.44% |
$103K - $103K
|
4.84K
$487K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 31.82% |
$111K - $112K
|
2.38K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.11K- 80.04% |
$111K - $112K
|
277
$27.9K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 21.24% |
$116K - $117K
|
4.29K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 3.26% |
$117K - $117K
|
34.6K
$3.48M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 2.07% |
$122K - $123K
|
57.7K
$5.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.25K- 50.57% |
$125K - $126K
|
1.22K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.26K- 4.91% |
$126K - $126K
|
24.3K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.27K- 2.01% |
$127K - $128K
|
61.9K
$6.22M
|