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 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.27K- 12.83% |
$127K - $128K
|
8.63K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.33K- 39.92% |
$134K - $134K
|
2.01K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.35K- 36.53% |
$135K - $136K
|
2.34K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.36K- 4.72% |
$137K - $137K
|
27.5K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 25.35% |
$140K - $140K
|
4.1K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.42K- 6.8% |
$142K - $143K
|
19.5K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.53K- 30.57% |
$153K - $154K
|
3.48K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.56K- 0.99% |
$156K - $157K
|
156K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.56K- 5.94% |
$157K - $157K
|
24.7K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.58K- 8.97% |
$158K - $159K
|
16K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.58K- 37.77% |
$159K - $159K
|
2.61K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 1.48% |
$161K - $162K
|
107K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.66K- 42.48% |
$166K - $167K
|
2.25K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.67K- 12.39% |
$167K - $168K
|
11.8K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.72K- 2.16% |
$173K - $174K
|
78K
$7.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.81K- 4.2% |
$181K - $182K
|
41.2K
$4.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.81K- 4.21% |
$182K - $183K
|
41.2K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.82K- 23.17% |
$182K - $183K
|
6.02K
$603K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-1.94K- 4.16% |
$195K - $195K
|
44.7K
$4.48M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.94K- 17.82% |
$195K - $196K
|
8.97K
$898K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 11.32% |
$200K - $201K
|
15.6K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 2.27% |
$201K - $201K
|
86.2K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 37.34% |
$218K - $219K
|
3.65K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.19K- 37.72% |
$220K - $220K
|
3.62K
$362K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 1.93% |
$222K - $223K
|
112K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.23KClosed |
$223K - $224K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-2.25K- 1.57% |
$225K - $226K
|
141K
$14.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.27K- 30.63% |
$227K - $228K
|
5.13K
$514K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.48K- 21.07% |
$249K - $250K
|
9.28K
$930K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.55K- 10.66% |
$256K - $257K
|
21.4K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 47.48% |
$261K - $262K
|
2.88K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.77K- 12.66% |
$278K - $279K
|
19.1K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.03K- 33.93% |
$304K - $305K
|
5.9K
$591K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.16K- 7.0% |
$317K - $318K
|
42K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.19K- 14.34% |
$320K - $321K
|
19K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.25K- 75.24% |
$326K - $327K
|
1.07K
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.29K- 50.18% |
$330K - $331K
|
3.26K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.39K- 10.0% |
$339K - $341K
|
30.5K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.54K- 9.7% |
$355K - $357K
|
33K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.58K- 13.14% |
$359K - $360K
|
23.7K
$2.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-3.61K- 9.64% |
$362K - $363K
|
33.8K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.77K- 41.22% |
$378K - $379K
|
5.37K
$538K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.03K- 8.51% |
$404K - $406K
|
43.3K
$4.34M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.33K- 8.4% |
$435K - $436K
|
47.3K
$4.73M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.52K- 40.91% |
$453K - $455K
|
6.53K
$654K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.9K- 40.69% |
$491K - $493K
|
7.13K
$715K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.09K- 44.14% |
$510K - $513K
|
6.44K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.14K- 39.67% |
$516K - $518K
|
7.82K
$784K
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-5.42K- 99.91% |
$543K - $545K
|
5
$501
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.78K- 2.48% |
$580K - $583K
|
227K
$22.8M
|