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 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.09K- 57.21% |
$310K - $311K
|
2.31K
$232K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.15K- 95.86% |
$315K - $316K
|
136
$13.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.19KClosed |
$319K - $321K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.5K- 43.75% |
$350K - $352K
|
4.5K
$451K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.52K- 40.2% |
$352K - $354K
|
5.24K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.65K- 36.01% |
$366K - $367K
|
6.49K
$650K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-4K- 53.05% |
$400K - $402K
|
3.54K
$355K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.15K- 23.8% |
$415K - $417K
|
13.3K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.22K- 9.24% |
$422K - $424K
|
41.4K
$4.15M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.53K- 9.18% |
$554K - $556K
|
54.7K
$5.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.67K- 56.19% |
$568K - $570K
|
4.42K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.01K- 42.56% |
$601K - $604K
|
8.11K
$812K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-6.35K- 6.94% |
$635K - $638K
|
85.1K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.61K- 32.81% |
$761K - $765K
|
15.6K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.77K- 63.86% |
$778K - $781K
|
4.4K
$440K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.05K- 64.71% |
$805K - $809K
|
4.39K
$440K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-8.38K- 32.85% |
$839K - $843K
|
17.1K
$1.72M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.02K- 19.66% |
$902K - $907K
|
36.8K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.59K- 57.73% |
$960K - $964K
|
7.02K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.76K- 55.48% |
$976K - $981K
|
7.83K
$784K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-11.5K- 5.88% |
$1.15M - $1.15M
|
184K
$18.4M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13.5K- 99.62% |
$1.35M - $1.36M
|
52
$5.21K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-16.3K- 3.72% |
$1.64M - $1.64M
|
424K
$42.4M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 16.44% |
$1.64M - $1.65M
|
83.4K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18.6K- 28.18% |
$1.86M - $1.87M
|
47.4K
$4.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-21.9K- 34.42% |
$2.19M - $2.2M
|
41.7K
$4.17M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-22.4K- 50.41% |
$2.24M - $2.25M
|
22K
$2.2M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-32.4K- 97.61% |
$3.25M - $3.26M
|
796
$79.7K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.1K- 47.66% |
$3.31M - $3.33M
|
36.3K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-42.3K- 28.79% |
$4.23M - $4.26M
|
105K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44.9K- 52.2% |
$4.49M - $4.52M
|
41.1K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-46.7K- 63.44% |
$4.67M - $4.7M
|
26.9K
$2.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-51.1K- 33.44% |
$5.12M - $5.14M
|
102K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-51.3K- 38.86% |
$5.14M - $5.16M
|
80.7K
$8.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56.3K- 14.84% |
$5.63M - $5.66M
|
323K
$32.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-57.2K- 13.4% |
$5.72M - $5.75M
|
370K
$37M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-59.5K- 32.86% |
$5.95M - $5.98M
|
122K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.9K- 15.62% |
$6.09M - $6.12M
|
329K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.4K- 12.23% |
$6.75M - $6.78M
|
484K
$48.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-76.3K- 45.81% |
$7.64M - $7.67M
|
90.2K
$9.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-88.6K- 93.31% |
$8.87M - $8.91M
|
6.36K
$637K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 20.21% |
$8.87M - $8.92M
|
350K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-94.2K- 9.39% |
$9.43M - $9.48M
|
909K
$91.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-99K- 31.16% |
$9.91M - $9.96M
|
219K
$21.9M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-122K- 84.88% |
$12.2M - $12.2M
|
21.7K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-122K- 85.5% |
$12.2M - $12.2M
|
20.6K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-124K- 83.5% |
$12.5M - $12.5M
|
24.6K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-155K- 90.65% |
$15.5M - $15.6M
|
16K
$1.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-181K- 83.9% |
$18.2M - $18.2M
|
34.8K
$3.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-183K- 86.74% |
$18.3M - $18.4M
|
28K
$2.8M
|