Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.51M+ 15181.21% |
$151M - $152M
|
1.52M
$152M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
895K+ 34.91% |
$89.6M - $90.1M
|
3.46M
$347M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
752K+ 126.56% |
$75.2M - $75.6M
|
1.35M
$135M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
531K+ 1555.82% |
$53.2M - $53.4M
|
565K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
484K+ 239.22% |
$48.4M - $48.7M
|
686K
$68.7M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
482K+ 2408.56% |
$48.2M - $48.4M
|
502K
$50.2M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
479K+ 138.56% |
$48M - $48.2M
|
825K
$82.6M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
474KNew |
$47.5M - $47.7M
|
474K
$47.5M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
463K+ 804.66% |
$46.4M - $46.6M
|
521K
$52.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
463K+ 37.74% |
$46.3M - $46.5M
|
1.69M
$169M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
456KNew |
$45.7M - $45.9M
|
456K
$45.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
456K+ 847.1% |
$45.6M - $45.8M
|
510K
$51M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
455K+ 243.06% |
$45.5M - $45.7M
|
642K
$64.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
448KNew |
$44.8M - $45.1M
|
448K
$44.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
418K+ 174.67% |
$41.8M - $42M
|
657K
$65.8M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
408KNew |
$40.9M - $41.1M
|
408K
$40.9M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
373KNew |
$37.3M - $37.5M
|
373K
$37.3M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
364KNew |
$36.4M - $36.6M
|
364K
$36.4M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
350KNew |
$35M - $35.2M
|
350K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
347KNew |
$34.8M - $34.9M
|
347K
$34.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
300K+ 362.64% |
$30M - $30.2M
|
383K
$38.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
294KNew |
$29.4M - $29.5M
|
294K
$29.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
271K+ 71.62% |
$27.1M - $27.2M
|
648K
$64.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
262KNew |
$26.3M - $26.4M
|
262K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
254K+ 43.68% |
$25.4M - $25.5M
|
835K
$83.7M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
241KNew |
$24.1M - $24.2M
|
241K
$24.1M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
234KNew |
$23.4M - $23.5M
|
234K
$23.4M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
226K+ 496.23% |
$22.6M - $22.7M
|
272K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
217K+ 218.59% |
$21.7M - $21.8M
|
317K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215K+ 346.36% |
$21.5M - $21.6M
|
277K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
209K+ 36.73% |
$20.9M - $21M
|
779K
$78M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
200KNew |
$20M - $20.1M
|
200K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
185K+ 176.87% |
$18.6M - $18.7M
|
290K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182K+ 34.23% |
$18.2M - $18.3M
|
712K
$71.3M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
171K+ 4080.05% |
$17.1M - $17.2M
|
175K
$17.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
169K+ 3702.83% |
$16.9M - $17M
|
173K
$17.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
165KNew |
$16.5M - $16.6M
|
165K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
162KNew |
$16.2M - $16.2M
|
162K
$16.2M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
161KNew |
$16.2M - $16.2M
|
161K
$16.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
159KNew |
$15.9M - $16M
|
159K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
148K+ 213.09% |
$14.8M - $14.9M
|
217K
$21.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
143KNew |
$14.3M - $14.4M
|
143K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
134KNew |
$13.4M - $13.5M
|
134K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
132K+ 5.77% |
$13.2M - $13.3M
|
2.42M
$242M
|
|
|
Apr 14, 2023
Q1 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
125KNew |
$12.5M - $12.6M
|
125K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
109K+ 222.22% |
$10.9M - $10.9M
|
157K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
106K+ 32.67% |
$10.7M - $10.7M
|
432K
$43.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
100K+ 10.7% |
$10M - $10.1M
|
1.03M
$104M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
99.5K+ 45.87% |
$9.96M - $10M
|
316K
$31.7M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
98.3K+ 50.86% |
$9.83M - $9.88M
|
291K
$29.2M
|