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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34K- 34.81% |
$3.41M - $3.42M
|
63.7K
$6.38M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-36K- 78.96% |
$3.61M - $3.63M
|
9.6K
$961K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-36.4K- 58.71% |
$3.65M - $3.66M
|
25.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.7K- 88.96% |
$3.78M - $3.8M
|
4.68K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-38.6K- 83.92% |
$3.87M - $3.89M
|
7.39K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39.5K- 34.02% |
$3.96M - $3.98M
|
76.6K
$7.67M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-40.6K- 94.17% |
$4.07M - $4.09M
|
2.51K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-41.2K- 3.51% |
$4.13M - $4.15M
|
1.13M
$113M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.3K- 62.55% |
$4.24M - $4.26M
|
25.3K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.8K- 33.32% |
$4.39M - $4.41M
|
87.6K
$8.77M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-46.3K- 24.65% |
$4.65M - $4.67M
|
142K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.6K- 56.02% |
$4.77M - $4.79M
|
37.4K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-48.5K- 22.99% |
$4.86M - $4.88M
|
162K
$16.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-48.5K- 19.7% |
$4.87M - $4.89M
|
198K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49.9K- 28.47% |
$5M - $5.02M
|
125K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-56.7K- 36.18% |
$5.69M - $5.71M
|
100K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-63.3K- 34.94% |
$6.35M - $6.38M
|
118K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67.1K- 27.43% |
$6.73M - $6.76M
|
178K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.1K- 5.71% |
$6.93M - $6.95M
|
1.14M
$114M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-71K- 59.47% |
$7.12M - $7.15M
|
48.4K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71.6K- 6.01% |
$7.18M - $7.21M
|
1.12M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79.8K- 83.11% |
$8M - $8.04M
|
16.2K
$1.62M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-86.4K- 82.74% |
$8.66M - $8.7M
|
18K
$1.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-92.7K- 59.92% |
$9.3M - $9.34M
|
62K
$6.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-99.4K- 28.51% |
$9.97M - $10M
|
249K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-101K- 12.59% |
$10.1M - $10.1M
|
699K
$70M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-101K- 25.45% |
$10.1M - $10.1M
|
295K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 13.98% |
$11.8M - $11.9M
|
726K
$72.8M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-118K- 98.12% |
$11.8M - $11.9M
|
2.27K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119K- 44.28% |
$12M - $12M
|
150K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-123K- 82.81% |
$12.4M - $12.4M
|
25.6K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 4.9% |
$12.5M - $12.5M
|
2.41M
$242M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-127K- 29.25% |
$12.7M - $12.8M
|
307K
$30.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-165K- 72.92% |
$16.6M - $16.7M
|
61.5K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167K- 60.78% |
$16.7M - $16.8M
|
108K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179K- 70.79% |
$18M - $18.1M
|
74K
$7.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-227K- 40.63% |
$22.8M - $22.9M
|
332K
$33.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-235K- 73.93% |
$23.6M - $23.7M
|
83K
$8.32M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-243K- 59.74% |
$24.3M - $24.4M
|
164K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-253K- 99.02% |
$25.4M - $25.5M
|
2.51K
$251K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-270K- 99.71% |
$27.1M - $27.2M
|
795
$79.6K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-342K- 30.85% |
$34.3M - $34.4M
|
766K
$76.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-365K- 39.24% |
$36.6M - $36.7M
|
565K
$56.5M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-391K- 46.97% |
$39.2M - $39.3M
|
441K
$44.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-406K- 9.42% |
$40.7M - $40.9M
|
3.9M
$391M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-406K- 9.42% |
$40.7M - $40.9M
|
3.9M
$391M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-504K- 11.44% |
$50.5M - $50.7M
|
3.9M
$391M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536K- 58.81% |
$53.8M - $54M
|
376K
$37.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-548K- 69.63% |
$54.9M - $55.2M
|
239K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-706K- 89.79% |
$70.8M - $71.1M
|
80.2K
$8.04M
|