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 10, 2023 Q1 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
2.59K
New
$259K - $261K
2.59K $260K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.57K
New
$258K - $259K
2.57K $258K
Apr 24, 2023 Q1 2023
Financial Sense Advisors, Inc.

BUY
 -
2.5K
New
$250K - $251K
2.5K $250K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
2.45K
+ 41.11%
$245K - $246K
8.41K $842K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.45K
New
$245K - $246K
2.45K $245K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.39K
+ 8.3%
$239K - $241K
31.2K $3.13M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
2.31K
New
$231K - $233K
2.31K $232K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.28K
+ 200.79%
$228K - $230K
3.42K $343K
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.26K
New
$226K - $227K
2.26K $226K
Apr 04, 2023 Q1 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
2.22K
+ 4.22%
$222K - $223K
54.8K $5.49M
May 02, 2023 Q1 2023
Libra Wealth LLC

BUY
 -
2.01K
New
$201K - $202K
2.01K $202K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.95K
+ 0.69%
$195K - $196K
285K $28.6M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.94K
+ 14.51%
$194K - $195K
15.3K $1.54M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
1.89K
+ 23.62%
$189K - $190K
9.9K $991K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.86K
+ 6.6%
$186K - $187K
30K $3M
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.81K
+ 30.03%
$182K - $182K
7.85K $787K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.67K
+ 667.6%
$167K - $168K
1.92K $192K
Apr 12, 2023 Q1 2023
Matrix Trust CO

BUY
 -
1.59K
New
$159K - $160K
1.59K $159K
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
1.43K
+ 3.01%
$143K - $144K
49K $4.91M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.37K
+ 153.54%
$137K - $137K
2.25K $226K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.3K
+ 0.9%
$130K - $130K
145K $14.5M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
1.3K
+ 4.25%
$130K - $130K
31.8K $3.18M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
1.25K
New
$125K - $126K
1.25K $125K
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
1.2K
New
$120K - $121K
1.2K $120K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.17K
+ 3.81%
$117K - $118K
32K $3.21M
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
1.15K
+ 2.47%
$115K - $116K
47.8K $4.79M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.12K
+ 25.24%
$112K - $113K
5.57K $558K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.06K
+ 52.67%
$106K - $107K
3.08K $309K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.03K
+ 1.34%
$103K - $103K
77.8K $7.79M
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
1.02K
+ 18.22%
$102K - $103K
6.65K $666K
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
965
+ 83.19%
$96.6K - $97.1K
2.13K $213K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
895
New
$89.6K - $90K
895 $89.6K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
890
New
$89.1K - $89.5K
890 $89.1K
May 11, 2023 Q1 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
823
+ 8.88%
$82.4K - $82.8K
10.1K $1.01M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
737
New
$73.8K - $74.1K
737 $73.8K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
663
+ 3.66%
$66.4K - $66.7K
18.8K $1.88M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
584
New
$58.4K - $58.7K
584 $58.5K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
556
New
$55.6K - $55.9K
556 $55.7K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
529
New
$52.9K - $53.2K
529 $53K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
509
New
$50.9K - $51.2K
509 $51K
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
474
+ 10.39%
$47.4K - $47.7K
5.04K $505K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
364
+ 0.27%
$36.4K - $36.6K
134K $13.4M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
321
New
$32.1K - $32.3K
321 $32.2K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
303
+ 0.83%
$30.3K - $30.5K
36.9K $3.7M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
300
New
$30K - $30.2K
300 $30K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
265
New
$26.5K - $26.7K
265 $26.5K
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
254
New
$25.4K - $25.5K
254 $25.4K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
218
+ 1.35%
$21.8K - $21.9K
16.3K $1.64M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
203
+ 3.96%
$20.3K - $20.4K
5.33K $534K

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