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 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
4.71KNew |
$472K - $474K
|
4.71K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.66KNew |
$467K - $469K
|
4.66K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.26K+ 2.41% |
$427K - $429K
|
181K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.19K+ 23.4% |
$420K - $422K
|
22.1K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.98K+ 5.66% |
$399K - $401K
|
74.2K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.95K+ 123.35% |
$396K - $398K
|
7.15K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
3.7K+ 176.38% |
$371K - $373K
|
5.8K
$581K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.69K+ 66.94% |
$370K - $371K
|
9.2K
$921K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.67K+ 8.0% |
$368K - $370K
|
49.5K
$4.96M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.49K+ 123.0% |
$350K - $351K
|
6.32K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.31K+ 1.86% |
$331K - $333K
|
181K
$18.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.26KNew |
$327K - $328K
|
3.26K
$327K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.23KNew |
$324K - $325K
|
3.23K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.23KNew |
$324K - $325K
|
3.23K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.01KNew |
$302K - $303K
|
3.01K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.93K+ 47.11% |
$294K - $295K
|
9.14K
$916K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
2.84K+ 1.75% |
$285K - $286K
|
165K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$282K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.75K+ 21.11% |
$276K - $277K
|
15.8K
$1.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$274K - $275K
|
2.74K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.73KNew |
$274K - $275K
|
2.73K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.73K+ 2.99% |
$273K - $275K
|
93.9K
$9.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.71K+ 22.58% |
$272K - $273K
|
14.7K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.64K+ 30.07% |
$265K - $266K
|
11.4K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.63K+ 109.96% |
$263K - $265K
|
5.02K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
2.62KNew |
$263K - $264K
|
2.62K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$258K - $259K
|
2.58K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.56KNew |
$256K - $257K
|
2.56K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 39.05% |
$246K - $247K
|
8.74K
$875K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.35KNew |
$236K - $237K
|
2.35K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.32K+ 14.52% |
$232K - $233K
|
18.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.21KNew |
$222K - $223K
|
2.21K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 3.19% |
$221K - $222K
|
71.3K
$7.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.2KNew |
$221K - $222K
|
2.2K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.19K+ 64.75% |
$220K - $221K
|
5.58K
$559K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.19K+ 3.91% |
$219K - $220K
|
58.2K
$5.83M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.15KNew |
$215K - $216K
|
2.15K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.15K+ 6.81% |
$215K - $216K
|
33.6K
$3.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$214K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05K+ 4.97% |
$206K - $207K
|
43.3K
$4.34M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.05K+ 55.84% |
$205K - $206K
|
5.71K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.02K+ 96.15% |
$203K - $204K
|
4.13K
$413K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
2K+ 5.15% |
$200K - $201K
|
40.8K
$4.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.88K+ 163.65% |
$189K - $190K
|
3.03K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.86K+ 3.17% |
$186K - $187K
|
60.4K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.63K+ 13.78% |
$164K - $165K
|
13.5K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.58K+ 19.19% |
$158K - $159K
|
9.79K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
1.57K+ 87.14% |
$157K - $158K
|
3.36K
$337K
|