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
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-189K- 79.04% |
$18.9M - $19M
|
50.2K
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-237K- 55.56% |
$23.7M - $23.8M
|
189K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256K- 35.76% |
$25.7M - $25.8M
|
461K
$46.2M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-281K- 91.77% |
$28.2M - $28.3M
|
25.2K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-294K- 70.85% |
$29.4M - $29.5M
|
121K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-340K- 51.74% |
$34M - $34.2M
|
317K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-349K- 81.52% |
$34.9M - $35.1M
|
79K
$7.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-442K- 97.27% |
$44.2M - $44.4M
|
12.4K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-526K- 10.81% |
$52.7M - $53M
|
4.35M
$435M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-560K- 99.01% |
$56M - $56.3M
|
5.62K
$563K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-566K- 30.66% |
$56.7M - $57M
|
1.28M
$128M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-960K- 69.39% |
$96M - $96.5M
|
423K
$42.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-960K- 69.39% |
$96M - $96.5M
|
423K
$42.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.2M- 14.13% |
$120M - $120M
|
7.27M
$728M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39M- 58.18% |
$140M - $140M
|
1M
$100M
|