Purchases and Sales Made in Q2 2023 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 2023. 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 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.31MNew |
$131M - $132M
|
1.31M
$131M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.24MNew |
$124M - $125M
|
1.24M
$124M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21M+ 238.08% |
$122M - $122M
|
1.72M
$173M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.03M+ 312.34% |
$103M - $103M
|
1.36M
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
728K+ 16.76% |
$73M - $73.3M
|
5.07M
$508M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
572K+ 87.05% |
$57.3M - $57.5M
|
1.23M
$123M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
568KNew |
$56.9M - $57.1M
|
568K
$56.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
539KNew |
$54M - $54.3M
|
539K
$54M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
534KNew |
$53.5M - $53.8M
|
534K
$53.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
386K+ 28.72% |
$38.7M - $38.9M
|
1.73M
$173M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
359KNew |
$36M - $36.1M
|
359K
$36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
327K+ 114.54% |
$32.7M - $32.9M
|
612K
$61.3M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
324KNew |
$32.5M - $32.6M
|
324K
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
307KNew |
$30.8M - $30.9M
|
307K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
293K+ 8.46% |
$29.3M - $29.5M
|
3.75M
$376M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
290K+ 28.01% |
$29M - $29.1M
|
1.32M
$133M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
263K+ 5129.74% |
$26.3M - $26.4M
|
268K
$26.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
263K+ 33.73% |
$26.3M - $26.4M
|
1.04M
$104M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
224K+ 140.64% |
$22.4M - $22.5M
|
383K
$38.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
193K+ 109.62% |
$19.3M - $19.4M
|
369K
$37M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
180K+ 212.04% |
$18M - $18.1M
|
265K
$26.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
170K+ 45.9% |
$17M - $17.1M
|
539K
$54M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
167K+ 230.23% |
$16.7M - $16.8M
|
240K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148K+ 1709.92% |
$14.8M - $14.9M
|
156K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
145K+ 17.41% |
$14.6M - $14.6M
|
981K
$98.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
142KNew |
$14.2M - $14.3M
|
142K
$14.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
138K+ 21.35% |
$13.9M - $13.9M
|
787K
$78.8M
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
132K+ 37.76% |
$13.2M - $13.3M
|
482K
$48.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
129K+ 2354.0% |
$12.9M - $12.9M
|
134K
$13.4M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
125K+ 42.81% |
$12.5M - $12.6M
|
416K
$41.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
120KNew |
$12M - $12M
|
120K
$12M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
111KNew |
$11.2M - $11.2M
|
111K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
95.5KNew |
$9.56M - $9.61M
|
95.5K
$9.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.3K+ 53.88% |
$8.85M - $8.89M
|
252K
$25.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
87.1KNew |
$8.72M - $8.76M
|
87.1K
$8.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
84.8KNew |
$8.5M - $8.53M
|
84.8K
$8.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.2K+ 20.14% |
$8.24M - $8.27M
|
490K
$49.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
82.1K+ 57.54% |
$8.23M - $8.26M
|
225K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
82K+ 16.67% |
$8.22M - $8.25M
|
574K
$57.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
78.4KNew |
$7.86M - $7.89M
|
78.4K
$7.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75.3K+ 703.15% |
$7.54M - $7.57M
|
86K
$8.61M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
73.8KNew |
$7.39M - $7.42M
|
73.8K
$7.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
73.3K+ 382.45% |
$7.35M - $7.38M
|
92.5K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
72.2KNew |
$7.23M - $7.26M
|
72.2K
$7.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69.3K+ 19.82% |
$6.95M - $6.98M
|
419K
$42M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
64.8K+ 41.55% |
$6.49M - $6.52M
|
221K
$22.1M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
60.8K+ 11.66% |
$6.09M - $6.11M
|
582K
$58.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57K+ 677.47% |
$5.71M - $5.73M
|
65.4K
$6.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
55K+ 44.0% |
$5.51M - $5.53M
|
180K
$18M
|