Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.4K- 7.21% |
$1.65M - $1.66M
|
211K
$21.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-16.6K- 13.9% |
$1.66M - $1.67M
|
103K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16.9K- 11.39% |
$1.7M - $1.71M
|
132K
$13.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-17.3K- 16.28% |
$1.73M - $1.74M
|
88.9K
$8.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.5K- 87.96% |
$1.76M - $1.77M
|
2.4K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-17.8K- 28.53% |
$1.79M - $1.79M
|
44.6K
$4.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.3K- 79.8% |
$1.83M - $1.84M
|
4.63K
$466K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18.4K- 13.21% |
$1.85M - $1.86M
|
121K
$12.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19K- 86.37% |
$1.91M - $1.91M
|
3K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 6.11% |
$1.93M - $1.94M
|
296K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19.5K- 11.83% |
$1.95M - $1.96M
|
145K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-19.5K- 8.9% |
$1.96M - $1.96M
|
200K
$20.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 24.63% |
$1.97M - $1.97M
|
60K
$6.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21.4K- 5.55% |
$2.15M - $2.16M
|
365K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.5K- 25.0% |
$2.16M - $2.17M
|
64.5K
$6.49M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22.1K- 97.88% |
$2.21M - $2.22M
|
478
$48.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22.6K- 30.58% |
$2.26M - $2.27M
|
51.3K
$5.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 5.86% |
$2.28M - $2.29M
|
365K
$36.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-23.5K- 14.66% |
$2.35M - $2.36M
|
137K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25.8K- 24.83% |
$2.59M - $2.6M
|
78.2K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 95.28% |
$2.8M - $2.81M
|
1.38K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-28.1K- 79.33% |
$2.82M - $2.83M
|
7.32K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-28.6K- 19.77% |
$2.87M - $2.88M
|
116K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.3K- 17.89% |
$2.94M - $2.95M
|
134K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.5K- 57.42% |
$2.96M - $2.98M
|
21.9K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-29.6K- 30.35% |
$2.97M - $2.98M
|
67.9K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 20.17% |
$3M - $3.01M
|
118K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 22.89% |
$3.04M - $3.06M
|
102K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30.9K- 25.15% |
$3.1M - $3.12M
|
92K
$9.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31.9K- 38.17% |
$3.19M - $3.21M
|
51.6K
$5.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-33.9K- 23.91% |
$3.4M - $3.41M
|
108K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 8.76% |
$3.42M - $3.44M
|
355K
$35.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35.4K- 72.49% |
$3.55M - $3.57M
|
13.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37.4K- 3.07% |
$3.75M - $3.77M
|
1.18M
$119M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-39.3K- 7.39% |
$3.95M - $3.96M
|
493K
$49.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 22.25% |
$4.03M - $4.05M
|
140K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-41.1K- 4.94% |
$4.13M - $4.14M
|
792K
$79.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-43.8K- 74.02% |
$4.39M - $4.41M
|
15.4K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-45.2K- 52.13% |
$4.53M - $4.55M
|
41.5K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 16.67% |
$4.55M - $4.57M
|
227K
$22.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-47.4K- 6.45% |
$4.75M - $4.77M
|
687K
$69.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-47.7K- 23.71% |
$4.79M - $4.81M
|
154K
$15.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-58.4K- 24.25% |
$5.86M - $5.88M
|
182K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.1K- 28.48% |
$6.12M - $6.15M
|
153K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-61.7K- 58.55% |
$6.19M - $6.22M
|
43.7K
$4.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-63.6K- 10.7% |
$6.38M - $6.41M
|
531K
$53.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-65.4K- 72.11% |
$6.56M - $6.58M
|
25.3K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-67.5K- 57.34% |
$6.77M - $6.8M
|
50.2K
$5.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-73.4K- 99.89% |
$7.36M - $7.39M
|
83
$8.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.5K- 46.56% |
$7.88M - $7.91M
|
90.1K
$9.07M
|