Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.55K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 2.63% |
$100 - $101
|
37
$3.72K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-30- 1.36% |
$3.01K - $3.02K
|
2.17K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 8.68% |
$4.01K - $4.03K
|
421
$42.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-50- 2.33% |
$5.01K - $5.04K
|
2.1K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-55- 91.67% |
$5.52K - $5.54K
|
5
$503
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-60- 2.52% |
$6.02K - $6.05K
|
2.33K
$234K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-69- 1.65% |
$6.92K - $6.95K
|
4.11K
$413K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 17.3% |
$8.22K - $8.26K
|
392
$39.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-85- 0.84% |
$8.52K - $8.56K
|
10K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-90- 90.0% |
$9.03K - $9.07K
|
10
$1.01K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-106- 38.27% |
$10.6K - $10.7K
|
171
$17.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124- 14.19% |
$12.4K - $12.5K
|
750
$75.5K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-128- 3.63% |
$12.8K - $12.9K
|
3.4K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-128- 1.68% |
$12.8K - $12.9K
|
7.49K
$754K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-170- 2.15% |
$17K - $17.1K
|
7.72K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-171- 8.24% |
$17.1K - $17.2K
|
1.9K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-179- 1.91% |
$18K - $18K
|
9.18K
$924K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-231- 3.24% |
$23.2K - $23.3K
|
6.9K
$695K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-252- 4.37% |
$25.3K - $25.4K
|
5.51K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-273- 3.44% |
$27.4K - $27.5K
|
7.66K
$771K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-275- 0.06% |
$27.6K - $27.7K
|
479K
$48.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-275- 0.29% |
$27.6K - $27.7K
|
96.1K
$9.67M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-285- 3.07% |
$28.6K - $28.7K
|
9K
$906K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-307- 10.22% |
$30.8K - $30.9K
|
2.7K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-330- 5.4% |
$33.1K - $33.2K
|
5.78K
$582K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-335- 14.35% |
$33.6K - $33.8K
|
2K
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-360- 2.24% |
$36.1K - $36.3K
|
15.7K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-366- 0.16% |
$36.7K - $36.9K
|
226K
$22.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-383- 4.47% |
$38.4K - $38.6K
|
8.19K
$825K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-398- 7.7% |
$39.9K - $40.1K
|
4.77K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-431- 12.7% |
$43.2K - $43.4K
|
2.96K
$298K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-433- 6.83% |
$43.4K - $43.6K
|
5.91K
$595K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-448- 25.41% |
$44.9K - $45.1K
|
1.32K
$132K
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-450- 12.61% |
$45.1K - $45.3K
|
3.12K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-474- 1.79% |
$47.5K - $47.8K
|
26K
$2.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-513- 4.01% |
$51.4K - $51.7K
|
12.3K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-537- 10.57% |
$53.9K - $54.1K
|
4.54K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-561- 3.81% |
$56.3K - $56.5K
|
14.2K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-563- 2.55% |
$56.5K - $56.7K
|
21.5K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-572- 9.5% |
$57.4K - $57.6K
|
5.45K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-600- 13.64% |
$60.2K - $60.5K
|
3.8K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-657- 6.85% |
$65.9K - $66.2K
|
8.94K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-695- 22.79% |
$69.7K - $70K
|
2.36K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-759- 23.51% |
$76.1K - $76.5K
|
2.47K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-775- 17.07% |
$77.7K - $78.1K
|
3.77K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-810- 61.27% |
$81.2K - $81.6K
|
512
$51.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-846- 19.92% |
$84.8K - $85.2K
|
3.4K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-855- 11.95% |
$85.7K - $86.1K
|
6.3K
$634K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 74.13% |
$87.7K - $88.1K
|
305
$30.7K
|