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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.5K+ 15.94% |
$2.56M - $2.57M
|
186K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
25.2K+ 23.4% |
$2.53M - $2.54M
|
133K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.8K+ 283.89% |
$2.49M - $2.5M
|
33.6K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24.8KNew |
$2.48M - $2.49M
|
24.8K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.8K+ 2421.87% |
$2.39M - $2.4M
|
24.8K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.2K+ 85.24% |
$2.32M - $2.33M
|
50.3K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23K+ 4.43% |
$2.31M - $2.32M
|
542K
$54.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.1K+ 169.55% |
$2.21M - $2.22M
|
35.1K
$3.52M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
21.6K+ 864.6% |
$2.17M - $2.18M
|
24.1K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.6K+ 43.55% |
$2.17M - $2.18M
|
71.2K
$7.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
20.6K+ 352.35% |
$2.06M - $2.07M
|
26.4K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20K+ 399.84% |
$2M - $2.01M
|
25K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$2M - $2.01M
|
19.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19.8K+ 126.94% |
$1.99M - $1.99M
|
35.4K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.9K+ 24.44% |
$1.9M - $1.91M
|
96.4K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.9K+ 67.7% |
$1.9M - $1.9M
|
46.8K
$4.69M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.7K+ 12.43% |
$1.87M - $1.88M
|
169K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 188.14% |
$1.86M - $1.87M
|
28.4K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
17.2KNew |
$1.72M - $1.73M
|
17.2K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
17.1KNew |
$1.72M - $1.72M
|
17.1K
$1.71M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
17.1KNew |
$1.72M - $1.72M
|
17.1K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16.7K+ 48.03% |
$1.67M - $1.68M
|
51.4K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
16.5K+ 38.42% |
$1.66M - $1.66M
|
59.5K
$5.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.4K+ 159.36% |
$1.65M - $1.66M
|
26.8K
$2.68M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
16.3KNew |
$1.64M - $1.64M
|
16.3K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.3K+ 105.35% |
$1.63M - $1.64M
|
31.8K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16K+ 31.78% |
$1.6M - $1.61M
|
66.2K
$6.63M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.5K+ 4.49% |
$1.56M - $1.56M
|
361K
$36.2M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
15.3K+ 5.27% |
$1.54M - $1.54M
|
306K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.2K+ 124.85% |
$1.52M - $1.53M
|
27.3K
$2.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
14.5KNew |
$1.45M - $1.46M
|
14.5K
$1.45M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14.1K+ 122.49% |
$1.42M - $1.42M
|
25.7K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 71.51% |
$1.4M - $1.4M
|
33.4K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.32M - $1.33M
|
13.2K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.8KNew |
$1.28M - $1.29M
|
12.8K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 21.44% |
$1.27M - $1.28M
|
71.7K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.5K+ 99.9% |
$1.26M - $1.26M
|
25.1K
$2.51M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12.3K+ 162.18% |
$1.23M - $1.24M
|
19.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 4.91% |
$1.23M - $1.23M
|
262K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12K+ 44.42% |
$1.21M - $1.21M
|
39.2K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12K+ 26.25% |
$1.2M - $1.2M
|
57.5K
$5.76M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
11.8KNew |
$1.19M - $1.19M
|
11.8K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.6K+ 47.77% |
$1.17M - $1.17M
|
36K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 3.84% |
$1.08M - $1.08M
|
291K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.7K+ 28.11% |
$1.08M - $1.08M
|
49K
$4.91M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6K+ 6.9% |
$1.06M - $1.06M
|
164K
$16.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
10.4K+ 2.25% |
$1.04M - $1.04M
|
470K
$47.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10.3K+ 8.07% |
$1.03M - $1.03M
|
138K
$13.8M
|