Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.81K- 60.36% |
$583K - $585K
|
3.82K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.09K- 3.57% |
$611K - $613K
|
165K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.42K- 52.4% |
$644K - $647K
|
5.83K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.51K- 36.99% |
$653K - $655K
|
11.1K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.81K- 71.94% |
$683K - $686K
|
2.66K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.29K- 0.66% |
$731K - $734K
|
1.09M
$110M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.67K- 4.46% |
$769K - $772K
|
164K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.12K- 44.1% |
$814K - $818K
|
10.3K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.17K- 6.77% |
$819K - $822K
|
112K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-8.19K- 73.17% |
$821K - $825K
|
3K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.36K- 12.15% |
$838K - $842K
|
60.4K
$6.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.65K- 41.11% |
$867K - $871K
|
12.4K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.88K- 2.24% |
$891K - $894K
|
388K
$38.9M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.27K- 1.04% |
$930K - $934K
|
886K
$88.7M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-9.56K- 4.9% |
$959K - $963K
|
186K
$18.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.87K- 7.59% |
$990K - $994K
|
120K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.98K- 21.1% |
$1M - $1M
|
37.3K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10K- 2.55% |
$1M - $1.01M
|
383K
$38.3M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.2K- 50.06% |
$1.02M - $1.02M
|
10.1K
$1.01M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.5K- 9.06% |
$1.06M - $1.06M
|
106K
$10.6M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.7K- 99.44% |
$1.07M - $1.08M
|
60
$6.01K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.7K- 6.9% |
$1.08M - $1.08M
|
145K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-11.5K- 67.57% |
$1.15M - $1.16M
|
5.51K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.6K- 77.4% |
$1.16M - $1.16M
|
3.37K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-11.7K- 23.3% |
$1.17M - $1.17M
|
38.4K
$3.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-11.7K- 67.18% |
$1.17M - $1.18M
|
5.7K
$571K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11.8K- 1.44% |
$1.18M - $1.19M
|
807K
$80.8M
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-11.9K- 3.81% |
$1.2M - $1.2M
|
302K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.1K- 55.93% |
$1.21M - $1.21M
|
9.5K
$952K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.3K- 4.23% |
$1.33M - $1.34M
|
300K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13.7K- 68.93% |
$1.38M - $1.38M
|
6.2K
$621K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-14K- 72.86% |
$1.4M - $1.41M
|
5.22K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-14.4K- 30.05% |
$1.44M - $1.45M
|
33.5K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.5K- 27.74% |
$1.55M - $1.56M
|
40.3K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.1K- 18.6% |
$1.61M - $1.62M
|
70.3K
$7.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-16.3K- 44.98% |
$1.63M - $1.64M
|
19.9K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-16.6K- 85.34% |
$1.66M - $1.67M
|
2.85K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16.6K- 52.59% |
$1.67M - $1.68M
|
15K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.8K- 7.64% |
$1.68M - $1.69M
|
203K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 46.95% |
$1.77M - $1.77M
|
19.9K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-18.4K- 11.41% |
$1.85M - $1.86M
|
143K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-19.3K- 28.45% |
$1.94M - $1.95M
|
48.6K
$4.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 8.78% |
$2.13M - $2.14M
|
220K
$22.1M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.3K- 62.87% |
$2.13M - $2.14M
|
12.6K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.4K- 25.82% |
$2.24M - $2.25M
|
64.3K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-23K- 38.43% |
$2.3M - $2.31M
|
36.8K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-24.7K- 76.71% |
$2.47M - $2.48M
|
7.49K
$750K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26.5K- 65.41% |
$2.66M - $2.67M
|
14K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29.5K- 94.98% |
$2.96M - $2.97M
|
1.56K
$156K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31K- 72.87% |
$3.11M - $3.12M
|
11.5K
$1.16M
|