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
Jul 26, 2023 Q2 2023	Destiny Wealth Partners, LLC	BUY	-	16.3K New	$1.63M - $1.64M	16.3K $1.63M
Jul 31, 2023 Q2 2023	Sage Rhino Capital LLC	BUY	-	15.4K New	$1.54M - $1.55M	15.4K $1.54M
Aug 11, 2023 Q2 2023	Wellspring Financial Advisors, LLC Cleveland, OH	BUY	-	14.4K + 4.98%	$1.45M - $1.45M	305K $30.5M
Aug 14, 2023 Q2 2023	Guidance Capital, Inc Lousville, KY	BUY	-	14.3K New	$1.43M - $1.44M	14.3K $1.43M
Aug 14, 2023 Q2 2023	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	14.2K New	$1.42M - $1.42M	14.2K $1.42M
Jul 18, 2023 Q2 2023	Stratos Wealth Partners, Ltd.	BUY	-	13.8K New	$1.38M - $1.39M	13.8K $1.38M
Aug 07, 2023 Q2 2023	Cypress Capital, LLC	BUY	-	13.8K + 10.83%	$1.38M - $1.39M	141K $14.2M
Aug 14, 2023 Q2 2023	Merriman Wealth Management, LLC	BUY	-	13.4K + 61.74%	$1.34M - $1.35M	35K $3.51M
Jul 14, 2023 Q2 2023	Clear Creek Financial Management, LLC	BUY	-	13K + 4.21%	$1.3M - $1.3M	321K $32.2M
Aug 02, 2023 Q2 2023	Silver Oak Securities, Inc Jackson, TN	BUY	-	12.7K + 579.41%	$1.27M - $1.28M	14.9K $1.49M
Aug 14, 2023 Q2 2023	American Trust Lexington, KY	BUY	-	12.6K + 14.09%	$1.26M - $1.26M	102K $10.2M
Aug 09, 2023 Q2 2023	Nicholas Hoffman & Company, Llc. Atlanta, GA	BUY	-	12.4K New	$1.24M - $1.25M	12.4K $1.24M
Aug 07, 2023 Q2 2023	Tortoise Investment Management, LLC	BUY	-	11.9K + 5.78%	$1.19M - $1.2M	218K $21.8M
Aug 11, 2023 Q2 2023	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	11.8K + 62.1%	$1.18M - $1.19M	30.8K $3.08M
Jul 26, 2023 Q2 2023	Root Financial Partners, LLC Solana Beach, CA	BUY	-	11.7K New	$1.17M - $1.18M	11.7K $1.17M
Aug 10, 2023 Q2 2023	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	10.8K + 8.95%	$1.08M - $1.09M	132K $13.2M
Aug 08, 2023 Q2 2023	Smithfield Trust CO Pittsburgh, PA	BUY	-	10.6K + 16.8%	$1.06M - $1.06M	73.4K $7.35M
Jul 11, 2023 Q2 2023	Worth Asset Management, LLC	BUY	-	9.98K + 2.8%	$1M - $1M	367K $36.8M
Aug 09, 2023 Q2 2023	Private Advisor Group, LLC	BUY	-	9.28K + 48.31%	$929K - $933K	28.5K $2.85M
Jul 13, 2023 Q2 2023	Rda Financial Network	BUY	-	9.21K + 50.83%	$923K - $927K	27.3K $2.74M
Aug 15, 2023 Q2 2023	Integrated Wealth Concepts LLC	BUY	-	9.15K + 59.0%	$916K - $921K	24.7K $2.47M
Jul 20, 2023 Q2 2023	Kathleen S. Wright Associates Inc.	BUY	-	9.07K + 12.23%	$908K - $912K	83.2K $8.33M
Jul 20, 2023 Q2 2023	Pfg Advisors	BUY	-	9.01K New	$903K - $907K	9.01K $903K
Aug 14, 2023 Q2 2023	Pensionmark Financial Group, LLC Santa Barbara, CA	BUY	-	8.93K New	$894K - $898K	8.93K $894K
Aug 28, 2023 Q2 2023	Willow Creek Wealth Management Inc. Sebastopol, CA	BUY	-	8.55K New	$856K - $860K	8.55K $856K
Aug 14, 2023 Q2 2023	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	8.32K + 2.17%	$833K - $837K	391K $39.2M
Aug 02, 2023 Q2 2023	Jackson Creek Investment Advisors LLC	BUY	-	8K + 56.36%	$801K - $805K	22.2K $2.22M
Jul 27, 2023 Q2 2023	J.W. Cole Advisors, Inc.	BUY	-	7.24K + 202.49%	$725K - $728K	10.8K $1.08M
Aug 09, 2023 Q2 2023	Edmond De Rothschild Holding S.A. Chambesy, V8	BUY	-	7.23K New	$724K - $727K	7.23K $724K
Aug 11, 2023 Q2 2023	Kestra Advisory Services, LLC	BUY	-	7.08K New	$709K - $712K	7.08K $709K
Jul 18, 2023 Q2 2023	Fortis Group Advisors, LLC Westwood, NJ	BUY	-	6.58K + 4.08%	$659K - $662K	168K $16.8M
Aug 09, 2023 Q2 2023	Us Bancorp \De\	BUY	-	6.44K + 20.11%	$645K - $648K	38.4K $3.85M
Aug 14, 2023 Q2 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	5.95K New	$596K - $599K	5.95K $596K
Jul 31, 2023 Q2 2023	Mutual Advisors, LLC Casper, WY	BUY	-	5.78K New	$579K - $581K	5.78K $579K
Jul 24, 2023 Q2 2023	Allen Capital Group, LLC	BUY	-	5.7K New	$571K - $574K	5.7K $571K
Aug 09, 2023 Q2 2023	Advisory Services Network, LLC	BUY	-	5.62K + 29.94%	$563K - $565K	24.4K $2.44M
Jul 28, 2023 Q2 2023	Sterling Investment Advisors LLC	BUY	-	5.52K + 8.02%	$553K - $556K	74.4K $7.45M
Aug 08, 2023 Q2 2023	Sequoia Financial Advisors, LLC	BUY	-	5.33K + 1.89%	$534K - $536K	287K $28.8M
Aug 01, 2023 Q2 2023	Portside Wealth Group, LLC Provo, UT	BUY	-	5.24K New	$525K - $528K	5.24K $525K
Aug 08, 2023 Q2 2023	Vise Technologies, Inc. New York, NY	BUY	-	5.24K New	$525K - $528K	5.24K $525K
Aug 11, 2023 Q2 2023	Regal Investment Advisors LLC Kentwood, MI	BUY	-	5.12K New	$513K - $515K	5.12K $513K
Jul 26, 2023 Q2 2023	Capital Advisors, Ltd. LLC	BUY	-	5.03K + 167.02%	$504K - $506K	8.04K $805K
Aug 10, 2023 Q2 2023	Yhb Investment Advisors, Inc.	BUY	-	5K New	$501K - $503K	5K $501K
Aug 14, 2023 Q2 2023	Laird Norton Trust Company, LLC	BUY	-	4.94K New	$494K - $497K	4.94K $494K
Aug 14, 2023 Q2 2023	Bleakley Financial Group, LLC Fairfield, NJ	BUY	-	4.69K + 1.08%	$469K - $472K	437K $43.8M
Jul 28, 2023 Q2 2023	Capital Investment Advisory Services, LLC	BUY	-	4.36K + 10.03%	$437K - $439K	47.9K $4.79M
May 20, 2024 Q2 2023	Strategic Wealth Partners, Ltd. Independence, OH	BUY	-	4.24K + 101.92%	$425K - $427K	8.4K $841K
Aug 09, 2023 Q2 2023	Fiera Capital Corp Montreal, A8	BUY	-	4.21K New	$422K - $424K	4.21K $422K
Aug 14, 2023 Q2 2023	Graves Light Lenhart Wealth, Inc. Harrisonburg, VA	BUY	-	4.21K New	$422K - $424K	4.21K $422K
Aug 15, 2023 Q2 2023	Raymond James Trust N.A.	BUY	-	4.09K New	$410K - $412K	4.09K $410K

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Account

Purchases and Sales Made in Q2 2023 in Ishares Trishares 0 3 Mnth Tre (SGOV)

16.3K

15.4K

14.4K

14.3K

14.2K

13.8K

13.8K

13.4K

13K

12.7K

12.6K

12.4K

11.9K

11.8K

11.7K

10.8K

10.6K

9.98K

9.28K

9.21K

9.15K

9.07K

9.01K

8.93K

8.55K

8.32K

8K

7.24K

7.23K

7.08K

6.58K

6.44K

5.95K

5.78K

5.7K

5.62K

5.52K

5.33K

5.24K

5.24K

5.12K

5.03K

5K

4.94K

4.69K

4.36K

4.24K

4.21K

4.21K

4.09K

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