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 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
184
+ 0.11%
$18.4K - $18.5K
162K $16.2M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
146
+ 96.69%
$14.6K - $14.7K
297 $29.7K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
144
New
$14.4K - $14.5K
144 $14.4K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
128
+ 3.09%
$12.8K - $12.9K
4.26K $427K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
113
New
$11.3K - $11.4K
113 $11.3K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
104
+ 4.97%
$10.4K - $10.5K
2.2K $220K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
101
New
$10.1K - $10.2K
101 $10.1K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
75
New
$7.51K - $7.54K
75 $7.51K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
50
New
$5K - $5.03K
50 $5.01K
Apr 17, 2023 Q1 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
37
+ 1.05%
$3.7K - $3.72K
3.56K $357K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
30
+ 120.0%
$3K - $3.02K
55 $5.51K
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
27
+ 0.53%
$2.7K - $2.72K
5.12K $513K
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
26
+ 0.56%
$2.6K - $2.62K
4.64K $465K
May 05, 2023 Q1 2023
Wealth Management Solutions, LLC

BUY
 -
23
+ 0.48%
$2.3K - $2.31K
4.79K $480K
Apr 27, 2023 Q1 2023
Cypress Capital, LLC

BUY
 -
4
+ 0.0%
$400 - $402
128K $12.8M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3
New
$300 - $302
3 $300
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-2
- 4.35%
$200 - $201
44 $4.41K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-4
- 0.09%
$400 - $402
4.39K $439K
May 11, 2023 Q1 2023
Waycross Investment Management CO

Bellingham, WA
SELL
 -
-12
- 0.09%
$1.2K - $1.21K
13.7K $1.37M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-24
- 24.24%
$2.4K - $2.41K
75 $7.51K
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
SELL
 -
-37
- 0.11%
$3.7K - $3.72K
34.5K $3.45M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-40
- 1.1%
$4K - $4.02K
3.61K $361K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-177
- 1.63%
$17.7K - $17.8K
10.7K $1.07M
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

SELL
 -
-189
- 1.96%
$18.9K - $19K
9.45K $947K
May 17, 2023 Q1 2023
Headinvest, LLC

Portland, ME
SELL
 -
-200
- 5.15%
$20K - $20.1K
3.68K $369K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-205
- 8.16%
$20.5K - $20.6K
2.31K $231K
Apr 17, 2023 Q1 2023
Vishria Bird Financial Group, LLC

SELL
 -
-224
- 1.88%
$22.4K - $22.5K
11.7K $1.17M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-239
- 3.92%
$23.9K - $24K
5.86K $587K
May 08, 2023 Q1 2023
Triumph Capital Management

SELL
 -
-240
- 7.69%
$24K - $24.1K
2.88K $288K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-252
- 0.59%
$25.2K - $25.3K
42.5K $4.26M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-276
- 5.92%
$27.6K - $27.8K
4.39K $440K
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-315
- 2.77%
$31.5K - $31.7K
11K $1.11M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

SELL
 -
-316
- 1.47%
$31.6K - $31.8K
21.1K $2.11M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-398
- 0.24%
$39.8K - $40K
168K $16.8M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-443
- 9.31%
$44.3K - $44.6K
4.32K $432K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-477
- 6.32%
$47.7K - $48K
7.07K $708K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-708
- 32.34%
$70.9K - $71.2K
1.48K $148K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-993
- 13.18%
$99.4K - $99.9K
6.54K $655K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-1.05K
- 8.17%
$105K - $106K
11.8K $1.18M
May 04, 2023 Q1 2023
Glassman Wealth Services

SELL
 -
-1.06K
- 19.83%
$106K - $106K
4.27K $427K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-1.07K
- 1.9%
$107K - $107K
55.2K $5.53M
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1.13K
- 2.57%
$113K - $114K
43K $4.3M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1.56K
- 48.95%
$156K - $157K
1.63K $163K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

SELL
 -
-1.99K
- 49.17%
$199K - $200K
2.06K $206K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-2.14K
- 2.87%
$215K - $216K
72.5K $7.27M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

SELL
 -
-2.25K
- 34.84%
$225K - $226K
4.2K $421K
May 01, 2023 Q1 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-2.3K
- 9.45%
$230K - $231K
22K $2.21M
May 15, 2023 Q1 2023
Clayton Partners LLC

Berkeley, CA
SELL
 -
-2.33K
- 2.09%
$233K - $234K
109K $10.9M
May 11, 2023 Q1 2023
Camden Capital, LLC

SELL
 -
-2.43K
- 15.67%
$243K - $244K
13.1K $1.31M

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