Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.5M+ 30.76% |
$250M - $251M
|
10.6M
$1.07B
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.77M+ 6892.15% |
$177M - $178M
|
1.8M
$180M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.41M+ 127.32% |
$141M - $141M
|
2.52M
$253M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
648K+ 2669.39% |
$64.9M - $64.9M
|
673K
$67.4M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
648K+ 2669.39% |
$64.9M - $64.9M
|
673K
$67.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
633K+ 85.7% |
$63.4M - $63.4M
|
1.37M
$137M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
569KNew |
$56.9M - $57M
|
569K
$57M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
455K+ 131.99% |
$45.5M - $45.5M
|
799K
$80M
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
440KNew |
$44M - $44.1M
|
440K
$44.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
364KNew |
$36.4M - $36.4M
|
364K
$36.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
339KNew |
$33.9M - $33.9M
|
339K
$33.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
332K+ 465.47% |
$33.2M - $33.2M
|
403K
$40.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
277KNew |
$27.7M - $27.7M
|
277K
$27.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
244KNew |
$24.4M - $24.4M
|
244K
$24.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 300.91% |
$23.4M - $23.4M
|
311K
$31.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
216KNew |
$21.6M - $21.6M
|
216K
$21.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
215KNew |
$21.5M - $21.5M
|
215K
$21.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
204KNew |
$20.4M - $20.5M
|
204K
$20.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
186K+ 50.96% |
$18.6M - $18.7M
|
552K
$55.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
185KNew |
$18.5M - $18.5M
|
185K
$18.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
173KNew |
$17.3M - $17.3M
|
173K
$17.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
163K+ 113.99% |
$16.3M - $16.3M
|
305K
$30.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
163KNew |
$16.3M - $16.3M
|
163K
$16.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
138KNew |
$13.8M - $13.8M
|
138K
$13.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
137KNew |
$13.7M - $13.7M
|
137K
$13.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134KNew |
$13.4M - $13.4M
|
134K
$13.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Titan Capital Management, LLC
|
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
117KNew |
$11.7M - $11.7M
|
117K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 3493.25% |
$11.5M - $11.5M
|
118K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 2130.07% |
$10.3M - $10.3M
|
107K
$10.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 90.91% |
$10.1M - $10.1M
|
213K
$21.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
94.9KNew |
$9.49M - $9.5M
|
94.9K
$9.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
88.2KNew |
$8.82M - $8.83M
|
88.2K
$8.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
83.4K+ 387.13% |
$8.34M - $8.35M
|
105K
$10.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
62.2K+ 144.93% |
$6.22M - $6.23M
|
105K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.4KNew |
$6.04M - $6.04M
|
60.4K
$6.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.9K+ 291.53% |
$5.79M - $5.8M
|
77.8K
$7.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
56.6KNew |
$5.66M - $5.66M
|
56.6K
$5.67M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
53.4KNew |
$5.34M - $5.34M
|
53.4K
$5.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.3K+ 40.84% |
$5.23M - $5.24M
|
180K
$18.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.8K+ 615.01% |
$4.78M - $4.78M
|
55.5K
$5.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47.3KNew |
$4.73M - $4.74M
|
47.3K
$4.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 36.55% |
$4.5M - $4.51M
|
168K
$16.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
44.4KNew |
$4.44M - $4.44M
|
44.4K
$4.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
43.4KNew |
$4.34M - $4.35M
|
43.4K
$4.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$4.23M - $4.24M
|
42.3K
$4.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
41.5KNew |
$4.15M - $4.15M
|
41.5K
$4.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40KNew |
$4M - $4M
|
40K
$4M
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
36.9KNew |
$3.7M - $3.7M
|
36.9K
$3.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
36.4K+ 102.63% |
$3.64M - $3.64M
|
71.8K
$7.19M
|