Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.72K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.23% |
$701 - $704
|
3.05K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-18- 0.05% |
$1.8K - $1.81K
|
36.9K
$3.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-75- 1.49% |
$7.51K - $7.55K
|
4.96K
$499K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-91- 3.51% |
$9.12K - $9.16K
|
2.5K
$251K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-105- 1.49% |
$10.5K - $10.6K
|
6.93K
$697K
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-117- 1.0% |
$11.7K - $11.8K
|
11.6K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-176- 4.86% |
$17.6K - $17.7K
|
3.44K
$346K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-182- 35.76% |
$18.2K - $18.3K
|
327
$32.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-204- 9.26% |
$20.4K - $20.5K
|
2K
$201K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-274- 85.36% |
$27.4K - $27.6K
|
47
$4.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-296- 11.5% |
$29.7K - $29.8K
|
2.28K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-307- 6.01% |
$30.8K - $30.9K
|
4.8K
$483K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-400- 2.31% |
$40.1K - $40.3K
|
16.9K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-419- 17.12% |
$42K - $42.2K
|
2.03K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-425- 10.11% |
$42.6K - $42.8K
|
3.78K
$380K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-502- 7.73% |
$50.3K - $50.5K
|
5.99K
$602K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-507- 1.46% |
$50.8K - $51K
|
34.3K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-582- 73.12% |
$58.3K - $58.6K
|
214
$21.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-641- 18.74% |
$64.2K - $64.5K
|
2.78K
$279K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-662- 1.92% |
$66.3K - $66.6K
|
33.8K
$3.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-686- 11.7% |
$68.7K - $69K
|
5.18K
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-800- 1.94% |
$80.1K - $80.5K
|
40.4K
$4.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-818- 6.26% |
$81.9K - $82.3K
|
12.3K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-950- 58.46% |
$95.2K - $95.6K
|
675
$67.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-978- 14.72% |
$98K - $98.4K
|
5.67K
$570K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 19.09% |
$107K - $107K
|
4.51K
$453K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.18K- 2.74% |
$118K - $118K
|
41.8K
$4.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.25K- 15.96% |
$125K - $126K
|
6.58K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.33K- 18.75% |
$133K - $133K
|
5.74K
$577K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.43K- 4.74% |
$144K - $144K
|
28.8K
$2.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.49K- 0.28% |
$150K - $150K
|
536K
$53.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 26.7% |
$150K - $151K
|
4.12K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.52K- 0.91% |
$152K - $153K
|
166K
$16.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.62K- 17.14% |
$162K - $163K
|
7.83K
$787K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.99K- 46.68% |
$199K - $200K
|
2.27K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.02K- 4.87% |
$202K - $203K
|
39.4K
$3.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.12K- 10.51% |
$213K - $214K
|
18.1K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.16K- 19.56% |
$216K - $217K
|
8.88K
$893K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 1.85% |
$229K - $230K
|
121K
$12.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2.35K- 53.21% |
$236K - $237K
|
2.07K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.39K- 15.74% |
$239K - $240K
|
12.8K
$1.28M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.41K- 15.4% |
$241K - $242K
|
13.2K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.43K- 18.56% |
$243K - $244K
|
10.7K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.54K- 25.77% |
$254K - $255K
|
7.31K
$734K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.79K- 0.62% |
$279K - $281K
|
445K
$44.8M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 17.55% |
$282K - $283K
|
13.2K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.96K- 59.41% |
$296K - $297K
|
2.02K
$203K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.26K- 20.38% |
$326K - $328K
|
12.7K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.41K- 15.08% |
$341K - $343K
|
19.2K
$1.93M
|