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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46.8K- 62.77% |
$4.69M - $4.71M
|
27.8K
$2.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50.5K- 23.1% |
$5.06M - $5.08M
|
168K
$16.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-53.2K- 26.58% |
$5.33M - $5.36M
|
147K
$14.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-57.2K- 5.93% |
$5.73M - $5.75M
|
907K
$91.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-65.9K- 57.6% |
$6.6M - $6.63M
|
48.5K
$4.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-67.3K- 20.86% |
$6.75M - $6.78M
|
255K
$25.7M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-71.3K- 68.17% |
$7.14M - $7.17M
|
33.3K
$3.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-71.3K- 97.03% |
$7.14M - $7.18M
|
2.18K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-79.2K- 88.03% |
$7.94M - $7.97M
|
10.8K
$1.08M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86.9K- 34.31% |
$8.71M - $8.75M
|
166K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-89.2K- 98.81% |
$8.93M - $8.97M
|
1.07K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.7K- 15.22% |
$9.79M - $9.83M
|
544K
$54.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99.7K- 31.49% |
$9.99M - $10M
|
217K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-124K- 75.06% |
$12.4M - $12.5M
|
41.1K
$4.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-124K- 71.64% |
$12.4M - $12.5M
|
49.1K
$4.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-124K- 93.08% |
$12.5M - $12.5M
|
9.26K
$930K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-134K- 55.43% |
$13.4M - $13.4M
|
107K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138K- 58.98% |
$13.8M - $13.9M
|
96K
$9.65M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-146K- 47.52% |
$14.6M - $14.7M
|
161K
$16.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-152K- 57.85% |
$15.2M - $15.3M
|
111K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-159K- 57.19% |
$15.9M - $16M
|
119K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-166K- 94.9% |
$16.7M - $16.7M
|
8.93K
$898K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-172K- 37.23% |
$17.2M - $17.3M
|
289K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174K- 24.46% |
$17.4M - $17.5M
|
538K
$54.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-180K- 61.21% |
$18M - $18.1M
|
114K
$11.4M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-216K- 51.09% |
$21.7M - $21.8M
|
207K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-216K- 51.09% |
$21.7M - $21.8M
|
207K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-217K- 76.83% |
$21.7M - $21.8M
|
65.5K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-218K- 58.4% |
$21.8M - $21.9M
|
155K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-220K- 60.47% |
$22M - $22.1M
|
144K
$14.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-224K- 70.56% |
$22.4M - $22.5M
|
93.3K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-230K- 84.73% |
$23.1M - $23.2M
|
41.5K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-379K- 55.25% |
$38M - $38.2M
|
307K
$30.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-422K- 98.55% |
$42.3M - $42.5M
|
6.21K
$624K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-466K- 51.28% |
$46.7M - $46.9M
|
443K
$44.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-551K- 32.63% |
$55.2M - $55.4M
|
1.14M
$114M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-552K- 55.13% |
$55.3M - $55.6M
|
450K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-841K- 55.28% |
$84.2M - $84.6M
|
680K
$68.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1M- 78.46% |
$101M - $101M
|
276K
$27.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.27M- 99.96% |
$728M - $731M
|
2.61K
$262K
|