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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
73.5K+ 556.94% |
$7.37M - $7.41M
|
86.7K
$8.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
73.3K+ 30.67% |
$7.35M - $7.39M
|
312K
$31.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
71.5K+ 139.29% |
$7.17M - $7.21M
|
123K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69KNew |
$6.92M - $6.95M
|
69K
$6.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.2K+ 60.63% |
$6.84M - $6.87M
|
181K
$18.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
66.9K+ 62.32% |
$6.71M - $6.74M
|
174K
$17.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
66.3K+ 56.24% |
$6.65M - $6.68M
|
184K
$18.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
62.7K+ 255.41% |
$6.29M - $6.32M
|
87.3K
$8.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
61.6K+ 14.87% |
$6.18M - $6.21M
|
476K
$47.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.1K+ 15.58% |
$5.93M - $5.95M
|
438K
$43.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
59.1K+ 73.41% |
$5.92M - $5.95M
|
140K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58.6K+ 10.81% |
$5.88M - $5.91M
|
601K
$60.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
58K+ 17.88% |
$5.82M - $5.85M
|
383K
$38.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
57.4KNew |
$5.76M - $5.79M
|
57.4K
$5.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
57.4K+ 12.79% |
$5.75M - $5.78M
|
506K
$50.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
56.8K+ 28.93% |
$5.69M - $5.72M
|
253K
$25.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51K+ 4.48% |
$5.12M - $5.14M
|
1.19M
$119M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
49.2K+ 133.63% |
$4.93M - $4.96M
|
86K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 5.29% |
$4.7M - $4.72M
|
933K
$93.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
44.5K+ 272.97% |
$4.47M - $4.49M
|
60.9K
$6.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
44.4K+ 27.61% |
$4.46M - $4.48M
|
205K
$20.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.2K+ 12.86% |
$4.43M - $4.45M
|
388K
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.1K+ 41.31% |
$4.12M - $4.14M
|
141K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.1K+ 33.31% |
$4.02M - $4.04M
|
160K
$16.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39.8K+ 6.22% |
$3.99M - $4.01M
|
679K
$68M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37.6K+ 6.26% |
$3.77M - $3.79M
|
638K
$63.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
37.3K+ 682.45% |
$3.74M - $3.76M
|
42.8K
$4.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
37.3KNew |
$3.74M - $3.76M
|
37.3K
$3.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37.3K+ 117.33% |
$3.74M - $3.76M
|
69.1K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
36.6KNew |
$3.67M - $3.69M
|
36.6K
$3.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
36.2K+ 37.58% |
$3.63M - $3.65M
|
133K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.9K+ 99.79% |
$3.6M - $3.61M
|
71.8K
$7.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
33.6K+ 30.21% |
$3.37M - $3.38M
|
145K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33K+ 67.98% |
$3.31M - $3.33M
|
81.6K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
31.3K+ 1223.76% |
$3.14M - $3.15M
|
33.8K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
31.1K+ 12.34% |
$3.12M - $3.14M
|
284K
$28.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29.8K+ 10.3% |
$2.99M - $3M
|
319K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.2K+ 3.88% |
$2.83M - $2.84M
|
755K
$75.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
26.4K+ 13.47% |
$2.65M - $2.66M
|
223K
$22.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
26.4K+ 16.84% |
$2.65M - $2.66M
|
183K
$18.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
26.4KNew |
$2.64M - $2.66M
|
26.4K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
26.2KNew |
$2.63M - $2.64M
|
26.2K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.1K+ 103.25% |
$2.62M - $2.63M
|
51.4K
$5.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25.9K+ 57.3% |
$2.59M - $2.6M
|
71K
$7.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25.8KNew |
$2.59M - $2.6M
|
25.8K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$2.55M - $2.56M
|
25.4K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
24.5K+ 37.07% |
$2.46M - $2.47M
|
90.6K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.3KNew |
$2.44M - $2.45M
|
24.3K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.5K+ 65.74% |
$2.36M - $2.37M
|
59.2K
$5.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.9KNew |
$2.3M - $2.31M
|
22.9K
$2.3M
|