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

SGOV Quotes by TradingView

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 08, 2023 Q2 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
4.02K
New
$403K - $405K
4.02K $403K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
3.94K
+ 42.01%
$394K - $396K
13.3K $1.33M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
3.79K
+ 36.54%
$380K - $382K
14.2K $1.42M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
3.72K
New
$373K - $375K
3.72K $373K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
3.7K
+ 4.76%
$371K - $373K
81.5K $8.16M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
3.69K
+ 7384.0%
$370K - $372K
3.74K $375K
Aug 09, 2023 Q2 2023
Wisconsin Capital Management LLC

BUY
 -
3.45K
+ 14.1%
$346K - $347K
27.9K $2.8M
Aug 09, 2023 Q2 2023
Provident Investment Management, Inc.

Novi, MI
BUY
 -
3.33K
+ 53.26%
$334K - $336K
9.59K $961K
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
3.24K
New
$325K - $326K
3.24K $325K
Jul 25, 2023 Q2 2023
Cowa, LLC

Tulsa, OK
BUY
 -
3.2K
+ 8.75%
$321K - $322K
39.8K $3.99M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.1K
+ 2.14%
$311K - $312K
148K $14.9M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
3.05K
+ 6.0%
$306K - $307K
53.9K $5.4M
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
3K
New
$301K - $302K
3K $300K
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
2.9K
New
$291K - $292K
2.9K $291K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.79K
New
$280K - $281K
2.79K $280K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.74K
New
$275K - $276K
2.74K $275K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.72K
+ 16.45%
$273K - $274K
19.3K $1.93M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
2.68K
New
$268K - $270K
2.68K $268K
Jul 27, 2023 Q2 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
2.68K
+ 35.85%
$268K - $269K
10.1K $1.02M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
2.66K
New
$266K - $267K
2.66K $266K
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
2.65K
+ 2.64%
$265K - $266K
103K $10.3M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
2.6K
New
$260K - $262K
2.6K $260K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.51K
New
$251K - $252K
2.51K $251K
Aug 11, 2023 Q2 2023
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
2.5K
New
$250K - $252K
2.5K $250K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
2.37K
+ 2.78%
$237K - $238K
87.5K $8.76M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
2.35K
New
$236K - $237K
2.35K $235K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
2.3K
+ 4.85%
$230K - $231K
49.7K $4.98M
Aug 03, 2023 Q2 2023
Forbes J M & CO LLP

BUY
 -
2.27K
New
$227K - $228K
2.27K $227K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
2.22K
+ 6.02%
$222K - $223K
39.1K $3.91M
Aug 15, 2023 Q2 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
2.2K
New
$220K - $221K
2.2K $220K
Aug 04, 2023 Q2 2023
B&D White Capital Company, LLC

BUY
 -
2.13K
New
$214K - $215K
2.13K $214K
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
2.06K
New
$206K - $207K
2.06K $206K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.96K
+ 102.08%
$196K - $197K
3.88K $388K
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.88K
+ 23.94%
$188K - $189K
9.73K $975K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.86K
+ 2.97%
$186K - $187K
64.5K $6.46M
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.85K
+ 3.38%
$185K - $186K
56.6K $5.66M
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
1.77K
+ 3.52%
$177K - $178K
52.1K $5.21M
Jul 14, 2023 Q2 2023
Five Oceans Advisors

BUY
 -
1.56K
+ 13.68%
$156K - $157K
12.9K $1.3M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.53K
+ 34.96%
$154K - $154K
5.92K $593K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.53K
+ 11.83%
$154K - $154K
14.5K $1.45M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.53K
New
$153K - $154K
1.53K $153K
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
1.51K
+ 101.69%
$151K - $152K
2.99K $299K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.5K
+ 41.56%
$150K - $151K
5.11K $511K
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
1.44K
+ 26.91%
$144K - $144K
6.77K $678K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
1.41K
+ 47.79%
$142K - $142K
4.37K $438K
Jul 12, 2023 Q2 2023
First National Bank Of South Miami

BUY
 -
1.33K
New
$134K - $134K
1.33K $134K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.29K
New
$129K - $130K
1.29K $129K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.28K
+ 8.33%
$128K - $129K
16.6K $1.66M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.24K
New
$124K - $125K
1.24K $124K

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