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 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 11.32% |
$5.49M - $5.51M
|
539K
$54M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
52.9KNew |
$5.3M - $5.33M
|
52.9K
$5.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.8K+ 105.44% |
$5.19M - $5.21M
|
101K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
51.1K+ 647.95% |
$5.12M - $5.14M
|
59K
$5.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
51K+ 20079.92% |
$5.11M - $5.13M
|
51.3K
$5.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 95.16% |
$4.83M - $4.85M
|
98.8K
$9.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.1K+ 17.93% |
$4.42M - $4.44M
|
290K
$29M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
42.1KNew |
$4.21M - $4.23M
|
42.1K
$4.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
40.6K+ 176.66% |
$4.06M - $4.08M
|
63.5K
$6.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
36.7K+ 19.59% |
$3.68M - $3.7M
|
224K
$22.5M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
35.5KNew |
$3.56M - $3.58M
|
35.5K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.5K+ 34.57% |
$3.56M - $3.57M
|
138K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.7K+ 200.73% |
$3.48M - $3.49M
|
52K
$5.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
34.5KNew |
$3.45M - $3.47M
|
34.5K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.8K+ 61.24% |
$3.39M - $3.4M
|
89.1K
$8.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 17.78% |
$3.37M - $3.39M
|
223K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
33.1KNew |
$3.31M - $3.33M
|
33.1K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
32.1K+ 22.38% |
$3.21M - $3.23M
|
175K
$17.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
31.9K+ 7.54% |
$3.2M - $3.21M
|
456K
$45.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
31K+ 35.09% |
$3.11M - $3.12M
|
119K
$12M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.2K+ 36.13% |
$3.02M - $3.03M
|
114K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30.1K+ 371.03% |
$3.01M - $3.03M
|
38.2K
$3.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
29.8KNew |
$2.99M - $3M
|
29.8K
$2.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
26.9KNew |
$2.69M - $2.7M
|
26.9K
$2.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
26.4KNew |
$2.65M - $2.66M
|
26.4K
$2.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26.2KNew |
$2.63M - $2.64M
|
26.2K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.2KNew |
$2.52M - $2.53M
|
25.2K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$2.5M - $2.52M
|
25K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 328.68% |
$2.43M - $2.44M
|
31.7K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24.2K+ 4350.18% |
$2.42M - $2.43M
|
24.7K
$2.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
24K+ 103.44% |
$2.4M - $2.41M
|
47.1K
$4.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
23.7K+ 4.99% |
$2.37M - $2.38M
|
498K
$49.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
23.4K+ 324.95% |
$2.35M - $2.36M
|
30.6K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22.5KNew |
$2.25M - $2.26M
|
22.5K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3K+ 37.87% |
$2.24M - $2.25M
|
81.3K
$8.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
22.3K+ 21.81% |
$2.23M - $2.24M
|
124K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
22.2K+ 14.11% |
$2.22M - $2.23M
|
180K
$18M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
22.1K+ 38.63% |
$2.22M - $2.23M
|
79.4K
$7.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
22.1KNew |
$2.21M - $2.22M
|
22.1K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
21.1KNew |
$2.11M - $2.12M
|
21.1K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.8K+ 75.09% |
$2.08M - $2.09M
|
48.4K
$4.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.6K+ 9.47% |
$2.06M - $2.07M
|
238K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
20.5KNew |
$2.06M - $2.07M
|
20.5K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.4KNew |
$2.04M - $2.05M
|
20.4K
$2.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20.2K+ 58.98% |
$2.03M - $2.04M
|
54.5K
$5.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
19K+ 182.8% |
$1.9M - $1.91M
|
29.4K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.5KNew |
$1.85M - $1.86M
|
18.5K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
18.2K+ 69.63% |
$1.82M - $1.83M
|
44.3K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18KNew |
$1.8M - $1.81M
|
18K
$1.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
17.5K+ 145.3% |
$1.75M - $1.76M
|
29.6K
$2.96M
|