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
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11KNew |
$1.1M - $1.11M
|
11K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11KNew |
$1.1M - $1.11M
|
11K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.5K+ 15.89% |
$1.05M - $1.06M
|
76.7K
$7.68M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.5KNew |
$1.05M - $1.06M
|
10.5K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5K+ 29.91% |
$1.05M - $1.06M
|
45.5K
$4.56M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.3K+ 137.81% |
$1.04M - $1.04M
|
17.8K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 68.78% |
$1.03M - $1.04M
|
25.3K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
10.2K+ 42.33% |
$1.02M - $1.03M
|
34.3K
$3.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10K+ 5.94% |
$1.01M - $1.01M
|
179K
$17.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
10K+ 42.24% |
$1.01M - $1.01M
|
33.8K
$3.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.01M
|
10K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.78K+ 13.19% |
$981K - $986K
|
83.9K
$8.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.78KNew |
$980K - $985K
|
9.78K
$979K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9.73K+ 35.31% |
$976K - $980K
|
37.3K
$3.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
9.65K+ 23.63% |
$967K - $972K
|
50.5K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.58K+ 25.65% |
$961K - $965K
|
46.9K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.36KNew |
$938K - $943K
|
9.36K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.99K+ 31.71% |
$901K - $906K
|
37.3K
$3.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.88K+ 97.15% |
$891K - $895K
|
18K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.82KNew |
$885K - $889K
|
8.82K
$884K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
8.8KNew |
$883K - $887K
|
8.8K
$881K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
8.76KNew |
$879K - $883K
|
8.76K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.24K+ 8.77% |
$826K - $830K
|
102K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.19K+ 5.01% |
$821K - $825K
|
172K
$17.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.16K+ 44.64% |
$818K - $822K
|
26.4K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.07K+ 23.98% |
$809K - $813K
|
41.7K
$4.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.03K+ 5.34% |
$805K - $809K
|
158K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.96K+ 45.13% |
$798K - $802K
|
25.6K
$2.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.9K+ 157940.0% |
$792K - $796K
|
7.9K
$791K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.88K+ 103.83% |
$790K - $794K
|
15.5K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.82K+ 3912.0% |
$785K - $788K
|
8.02K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.68K+ 90.02% |
$770K - $773K
|
16.2K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.55K+ 65.71% |
$757K - $760K
|
19K
$1.91M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.47K+ 81.21% |
$749K - $752K
|
16.7K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.42K+ 2.41% |
$744K - $748K
|
315K
$31.5M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
7.31KNew |
$733K - $736K
|
7.31K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.27K+ 154.32% |
$729K - $732K
|
12K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.23K+ 135.32% |
$725K - $728K
|
12.6K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.04K+ 5.74% |
$706K - $709K
|
130K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94KNew |
$696K - $699K
|
6.94K
$695K
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
6.86K+ 197.38% |
$688K - $691K
|
10.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
6.74K+ 23.78% |
$676K - $679K
|
35.1K
$3.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.73K+ 25.46% |
$674K - $678K
|
33.1K
$3.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.72K+ 9.06% |
$674K - $677K
|
80.9K
$8.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.7K+ 69.07% |
$672K - $675K
|
16.4K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.65KNew |
$667K - $670K
|
6.65K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.33KNew |
$634K - $637K
|
6.33K
$634K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.15KNew |
$616K - $619K
|
6.15K
$615K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.06KNew |
$608K - $611K
|
6.06K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.02K+ 2.97% |
$604K - $607K
|
209K
$20.9M
|