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 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22.1K+ 86.3% |
$2.21M - $2.22M
|
47.6K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.1K+ 47.11% |
$2.21M - $2.22M
|
68.9K
$6.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22KNew |
$2.21M - $2.22M
|
22K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.9KNew |
$2.19M - $2.2M
|
21.9K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 12.69% |
$2.18M - $2.19M
|
193K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.7K+ 9.4% |
$2.18M - $2.19M
|
253K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
21.6KNew |
$2.16M - $2.17M
|
21.6K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21.4KNew |
$2.15M - $2.16M
|
21.4K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
21.4K+ 50.92% |
$2.14M - $2.15M
|
63.3K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
21.2KNew |
$2.13M - $2.14M
|
21.2K
$2.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 9.34% |
$2.06M - $2.07M
|
241K
$24.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.4K+ 176.47% |
$2.05M - $2.06M
|
32K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
19.8K+ 14.21% |
$1.98M - $1.99M
|
159K
$15.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
19KNew |
$1.9M - $1.91M
|
19K
$1.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
19K+ 694.62% |
$1.9M - $1.91M
|
21.7K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
18.4K+ 37.48% |
$1.84M - $1.85M
|
67.3K
$6.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 7.0% |
$1.84M - $1.85M
|
281K
$28.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.3K+ 145.52% |
$1.83M - $1.84M
|
30.8K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 111.68% |
$1.77M - $1.78M
|
33.4K
$3.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17.2K+ 10.38% |
$1.73M - $1.74M
|
183K
$18.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.1K+ 115.18% |
$1.72M - $1.73M
|
32K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.9K+ 106.24% |
$1.69M - $1.7M
|
32.7K
$3.28M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.6K+ 9.14% |
$1.66M - $1.67M
|
198K
$19.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.4KNew |
$1.64M - $1.65M
|
16.4K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
16.3K+ 81.75% |
$1.63M - $1.64M
|
36.2K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6K+ 163.53% |
$1.57M - $1.58M
|
25.2K
$2.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15.2KNew |
$1.52M - $1.53M
|
15.2K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 10.2% |
$1.52M - $1.53M
|
164K
$16.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 2.75% |
$1.52M - $1.53M
|
566K
$56.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.8K+ 16.56% |
$1.48M - $1.49M
|
104K
$10.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
14.8KNew |
$1.48M - $1.49M
|
14.8K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.3K+ 10.76% |
$1.44M - $1.44M
|
147K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.1K+ 28.53% |
$1.42M - $1.42M
|
63.7K
$6.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13.7K+ 692.25% |
$1.37M - $1.38M
|
15.6K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
13K+ 14.7% |
$1.31M - $1.31M
|
102K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.3M - $1.3M
|
12.9K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$1.28M - $1.28M
|
12.7K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$1.27M - $1.28M
|
12.7K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
12.6K+ 503.55% |
$1.27M - $1.27M
|
15.1K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
12.3K+ 58.46% |
$1.24M - $1.24M
|
33.4K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 51.32% |
$1.22M - $1.22M
|
35.8K
$3.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 29.04% |
$1.17M - $1.18M
|
52K
$5.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.6K+ 59.59% |
$1.16M - $1.17M
|
31.1K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.5K+ 45.91% |
$1.15M - $1.16M
|
36.6K
$3.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.2K+ 7.27% |
$1.12M - $1.12M
|
165K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
11.1K+ 175.06% |
$1.12M - $1.12M
|
17.5K
$1.75M
|