Purchases and Sales Made in Q1 2023 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

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 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
7.04K
New
$704K - $708K
7.04K $705K
Apr 13, 2023 Q1 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
6.45K
+ 14.72%
$646K - $649K
50.3K $5.04M
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
6.26K
New
$627K - $630K
6.26K $627K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.1K
+ 475.08%
$610K - $614K
7.38K $740K
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
6K
New
$600K - $603K
6K $601K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.98K
New
$598K - $601K
5.98K $598K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
5.97K
New
$598K - $601K
5.97K $598K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
5.96K
+ 174.77%
$596K - $599K
9.37K $938K
May 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
5.95K
New
$595K - $598K
5.95K $596K
Jun 25, 2024 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
5.57K
+ 29.23%
$557K - $560K
24.6K $2.46M
May 11, 2023 Q1 2023
Mckinley Capital Management LLC

BUY
 -
5.45K
New
$545K - $548K
5.45K $545K
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
5.33K
New
$534K - $536K
5.33K $534K
May 02, 2023 Q1 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
5.29K
+ 27.2%
$529K - $532K
24.7K $2.48M
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
5K
+ 16.35%
$501K - $503K
35.6K $3.57M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
4.98K
New
$498K - $500K
4.98K $498K
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

BUY
 -
4.9K
New
$490K - $493K
4.9K $491K
Apr 21, 2023 Q1 2023
4 J Wealth Management LLC

BUY
 -
4.79K
New
$479K - $481K
4.79K $479K
May 10, 2023 Q1 2023
Cabana LLC

Fayetteville, AR
BUY
 -
4.73K
+ 3.45%
$473K - $475K
142K $14.2M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.66K
+ 36.9%
$467K - $469K
17.3K $1.73M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.25K
New
$426K - $428K
4.25K $426K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.19K
New
$420K - $422K
4.19K $420K
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
4.16K
New
$416K - $418K
4.16K $417K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
3.95K
New
$395K - $397K
3.95K $395K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
3.95K
New
$395K - $397K
3.95K $395K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
3.66K
+ 47.25%
$366K - $368K
11.4K $1.14M
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
3.64K
New
$364K - $366K
3.64K $365K
Apr 13, 2023 Q1 2023
Capitol Family Office, Inc.

BUY
 -
3.62K
New
$362K - $364K
3.62K $363K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
3.58K
New
$358K - $360K
3.58K $358K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
3.55K
+ 96.83%
$355K - $357K
7.21K $722K
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
3.49K
New
$349K - $351K
3.49K $350K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.48K
New
$348K - $350K
3.48K $348K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
3.41K
+ 1126.4%
$342K - $343K
3.72K $372K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.32K
+ 186.76%
$332K - $333K
5.09K $510K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
3.31K
New
$331K - $333K
3.31K $332K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.22K
+ 59.53%
$323K - $324K
8.64K $865K
Apr 25, 2023 Q1 2023
Upper Left Wealth Management, LLC

BUY
 -
3.05K
New
$306K - $307K
3.05K $306K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
3.01K
New
$301K - $303K
3.01K $302K
May 15, 2023 Q1 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
3K
New
$300K - $302K
3K $300K
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
2.96K
New
$296K - $298K
2.96K $296K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
2.9K
+ 131.27%
$290K - $292K
5.11K $512K
May 02, 2023 Q1 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
2.9K
New
$290K - $292K
2.9K $290K
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.86K
+ 23.21%
$286K - $287K
15.2K $1.52M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.84K
New
$284K - $285K
2.84K $284K
May 15, 2023 Q1 2023
Provident Investment Management, Inc.

Novi, MI
BUY
 -
2.78K
+ 80.09%
$279K - $280K
6.26K $627K
May 15, 2023 Q1 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.74K
+ 95.37%
$274K - $276K
5.62K $563K
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.72K
New
$273K - $274K
2.72K $273K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2.68K
New
$268K - $269K
2.68K $268K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
2.65K
+ 2.19%
$265K - $266K
124K $12.4M
May 09, 2023 Q1 2023
Titan Capital Management, LLC

BUY
 -
2.64K
+ 1.95%
$264K - $265K
138K $13.8M

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