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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.52K+ 20.45% |
$153K - $153K
|
8.97K
$898K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.51K+ 8.4% |
$151K - $152K
|
19.4K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.43K+ 37.97% |
$144K - $144K
|
5.21K
$522K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.38K+ 27.63% |
$138K - $139K
|
6.36K
$637K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.36KNew |
$136K - $137K
|
1.36K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.36K+ 8.53% |
$136K - $137K
|
17.3K
$1.73M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.31KNew |
$131K - $131K
|
1.31K
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.3K+ 1.71% |
$130K - $130K
|
77K
$7.72M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.22K+ 1208.91% |
$122K - $123K
|
1.32K
$132K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.17K+ 0.9% |
$117K - $118K
|
132K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.16KNew |
$116K - $117K
|
1.16K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 0.64% |
$107K - $107K
|
168K
$16.8M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
963+ 0.56% |
$96.6K - $97K
|
173K
$17.4M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
944+ 4.52% |
$94.7K - $95.1K
|
21.8K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
909+ 15.53% |
$91.2K - $91.5K
|
6.76K
$677K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
875+ 1.52% |
$87.8K - $88.1K
|
58.4K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
808New |
$81K - $81.4K
|
808
$80.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
793+ 0.77% |
$79.5K - $79.9K
|
104K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
765+ 0.85% |
$76.7K - $77K
|
90.9K
$9.11M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
762+ 36.94% |
$76.4K - $76.7K
|
2.83K
$283K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
733+ 3.82% |
$73.5K - $73.8K
|
19.9K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
725+ 31.18% |
$72.7K - $73K
|
3.05K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
690+ 15.72% |
$69.2K - $69.5K
|
5.08K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
650+ 8.15% |
$65.2K - $65.5K
|
8.63K
$864K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
641+ 8.71% |
$64.3K - $64.6K
|
8K
$801K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
592+ 0.86% |
$59.4K - $59.6K
|
69.4K
$6.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
564+ 4.52% |
$56.6K - $56.8K
|
13K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
557+ 2.71% |
$55.9K - $56.1K
|
21.1K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
553+ 1.01% |
$55.5K - $55.7K
|
55.2K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
545New |
$54.7K - $54.9K
|
545
$54.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
545+ 7.38% |
$54.7K - $54.9K
|
7.93K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
539+ 4.2% |
$54.1K - $54.3K
|
13.4K
$1.34M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
521+ 13.66% |
$52.3K - $52.5K
|
4.34K
$434K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
508+ 5.53% |
$50.9K - $51.2K
|
9.7K
$972K
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
500+ 20.0% |
$50.1K - $50.4K
|
3K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
473+ 11.63% |
$47.4K - $47.6K
|
4.54K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
440+ 9.2% |
$44.1K - $44.3K
|
5.23K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
429+ 24.57% |
$43K - $43.2K
|
2.18K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
415+ 2964.29% |
$41.6K - $41.8K
|
429
$43K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
403+ 3.64% |
$40.4K - $40.6K
|
11.5K
$1.15M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
403+ 3.64% |
$40.4K - $40.6K
|
11.5K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 6.65% |
$36.1K - $36.3K
|
5.77K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
355New |
$35.6K - $35.8K
|
355
$35.6K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
310+ 15.02% |
$31.1K - $31.2K
|
2.37K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
297+ 20.33% |
$29.8K - $29.9K
|
1.76K
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
296New |
$29.7K - $29.8K
|
296
$29.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
292+ 11.36% |
$29.3K - $29.4K
|
2.86K
$287K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
279+ 30.36% |
$28K - $28.1K
|
1.2K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
253+ 13.89% |
$25.4K - $25.5K
|
2.07K
$208K
|