Purchases and Sales Made in Q2 2024 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 2024. 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 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.3K- 47.77% |
$3.74M - $3.75M
|
40.7K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-40.2K- 23.87% |
$4.03M - $4.05M
|
128K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41K- 2.29% |
$4.11M - $4.13M
|
1.75M
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-43.4K- 26.94% |
$4.35M - $4.37M
|
118K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-45.5K- 86.4% |
$4.56M - $4.58M
|
7.16K
$717K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-47.3K- 2.88% |
$4.74M - $4.76M
|
1.6M
$160M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48.8K- 21.48% |
$4.9M - $4.92M
|
178K
$17.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-48.9K- 27.54% |
$4.9M - $4.93M
|
129K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-51.2K- 31.08% |
$5.13M - $5.16M
|
113K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-51.9K- 83.68% |
$5.21M - $5.23M
|
10.1K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-56.2K- 89.73% |
$5.63M - $5.66M
|
6.43K
$644K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-63.1K- 85.31% |
$6.33M - $6.36M
|
10.9K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-72.3K- 8.96% |
$7.25M - $7.29M
|
735K
$73.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-78.3K- 84.65% |
$7.85M - $7.89M
|
14.2K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-79.6K- 23.96% |
$7.99M - $8.02M
|
253K
$25.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-81.1K- 27.47% |
$8.13M - $8.17M
|
214K
$21.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-83.2K- 19.99% |
$8.34M - $8.38M
|
333K
$33.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-88K- 29.34% |
$8.83M - $8.87M
|
212K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
325 Capital LLC
New York, NY |
SELL
|
- |
-89.5K- 31.5% |
$8.98M - $9.02M
|
195K
$19.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-92.6K- 26.71% |
$9.29M - $9.33M
|
254K
$25.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-94.8K- 15.1% |
$9.51M - $9.55M
|
533K
$53.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98.6K- 15.9% |
$9.89M - $9.94M
|
522K
$52.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-104K- 7.17% |
$10.4M - $10.5M
|
1.35M
$135M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-108K- 68.77% |
$10.8M - $10.8M
|
48.8K
$4.89M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-109K- 42.36% |
$11M - $11M
|
149K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-118K- 16.53% |
$11.8M - $11.9M
|
594K
$59.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-119K- 12.52% |
$12M - $12M
|
833K
$83.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 3.33% |
$13M - $13M
|
3.76M
$376M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-157K- 40.88% |
$15.7M - $15.8M
|
226K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-166K- 49.62% |
$16.7M - $16.7M
|
169K
$16.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-167K- 96.47% |
$16.8M - $16.8M
|
6.11K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-170K- 58.69% |
$17M - $17.1M
|
119K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181K- 54.54% |
$18.2M - $18.2M
|
151K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-191K- 46.7% |
$19.1M - $19.2M
|
217K
$21.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-194K- 37.64% |
$19.4M - $19.5M
|
321K
$32.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-198K- 36.15% |
$19.9M - $20M
|
350K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-198K- 36.15% |
$19.9M - $20M
|
350K
$35.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-257K- 67.73% |
$25.8M - $25.9M
|
123K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-319K- 94.12% |
$32M - $32.2M
|
19.9K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-332K- 36.43% |
$33.3M - $33.4M
|
579K
$58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-348K- 56.11% |
$34.9M - $35.1M
|
272K
$27.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-405K- 91.76% |
$40.6M - $40.8M
|
36.3K
$3.64M
|