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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.9K+ 214.43% |
$9.59M - $9.64M
|
141K
$14.1M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
94.6K+ 44.3% |
$9.47M - $9.52M
|
308K
$30.9M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
90.9KNew |
$9.09M - $9.14M
|
90.9K
$9.1M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
89.1KNew |
$8.92M - $8.96M
|
89.1K
$8.93M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88.6K+ 25.34% |
$8.87M - $8.92M
|
438K
$43.9M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
86.1K+ 1483.97% |
$8.61M - $8.66M
|
91.9K
$9.2M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.3K+ 403.07% |
$8.24M - $8.28M
|
103K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
77.7K+ 18.74% |
$7.77M - $7.81M
|
492K
$49.3M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74.6KNew |
$7.46M - $7.5M
|
74.6K
$7.47M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73.1KNew |
$7.32M - $7.36M
|
73.1K
$7.33M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
67K+ 48.35% |
$6.71M - $6.74M
|
206K
$20.6M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
66.5K+ 74.41% |
$6.66M - $6.69M
|
156K
$15.6M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
66K+ 7.35% |
$6.61M - $6.64M
|
965K
$96.6M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
63.6KNew |
$6.37M - $6.4M
|
63.6K
$6.37M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
62.5K+ 77.21% |
$6.25M - $6.28M
|
143K
$14.4M
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
61.5K+ 488.84% |
$6.16M - $6.19M
|
74.1K
$7.42M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60.3K+ 47.42% |
$6.04M - $6.07M
|
187K
$18.8M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 26.42% |
$5.89M - $5.92M
|
282K
$28.2M
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
57.3KNew |
$5.73M - $5.76M
|
57.3K
$5.74M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
55.7K+ 56.53% |
$5.58M - $5.61M
|
154K
$15.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.9K+ 627.99% |
$5.09M - $5.12M
|
59K
$5.91M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
50.9KNew |
$5.09M - $5.12M
|
50.9K
$5.09M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.8KNew |
$5.09M - $5.11M
|
50.8K
$5.09M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.6KNew |
$5.07M - $5.09M
|
50.6K
$5.07M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.1KNew |
$4.91M - $4.94M
|
49.1K
$4.92M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
46.4K+ 12.15% |
$4.64M - $4.67M
|
428K
$42.9M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43.5KNew |
$4.35M - $4.37M
|
43.5K
$4.36M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
40.6KNew |
$4.06M - $4.08M
|
40.6K
$4.06M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
39.3K+ 79.98% |
$3.93M - $3.95M
|
88.4K
$8.85M
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
39K+ 28.42% |
$3.9M - $3.92M
|
176K
$17.6M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$3.85M - $3.87M
|
38.5K
$3.85M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37.6KNew |
$3.76M - $3.78M
|
37.6K
$3.77M
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
37.3KNew |
$3.73M - $3.75M
|
37.3K
$3.74M
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
37.3KNew |
$3.73M - $3.75M
|
37.3K
$3.74M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
34.7KNew |
$3.48M - $3.49M
|
34.7K
$3.48M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34.2KNew |
$3.42M - $3.43M
|
34.2K
$3.42M
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.7K+ 849.51% |
$3.28M - $3.29M
|
36.6K
$3.67M
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
32.4K+ 56.28% |
$3.24M - $3.26M
|
90K
$9.02M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.6K+ 150.2% |
$3.06M - $3.08M
|
51K
$5.1M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.7KNew |
$2.77M - $2.78M
|
27.7K
$2.77M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 881.51% |
$2.74M - $2.76M
|
30.5K
$3.06M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.9K+ 75.22% |
$2.69M - $2.7M
|
62.6K
$6.27M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
26.4K+ 7.98% |
$2.64M - $2.65M
|
357K
$35.8M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
26.1KNew |
$2.61M - $2.63M
|
26.1K
$2.62M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
25.4K+ 33.05% |
$2.54M - $2.55M
|
102K
$10.2M
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
24.5KNew |
$2.45M - $2.46M
|
24.5K
$2.45M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
24.2K+ 26.78% |
$2.42M - $2.43M
|
114K
$11.5M
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23KNew |
$2.3M - $2.31M
|
23K
$2.3M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22.9K+ 37.01% |
$2.29M - $2.31M
|
84.9K
$8.5M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
22.6KNew |
$2.26M - $2.27M
|
22.6K
$2.26M
|