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 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.87K+ 64.88% |
$589K - $591K
|
14.9K
$1.49M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.8KNew |
$581K - $584K
|
5.8K
$581K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.79K+ 247.18% |
$581K - $584K
|
8.14K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.74K+ 8.92% |
$575K - $578K
|
70K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.71KNew |
$573K - $575K
|
5.71K
$572K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
5.63K+ 7.3% |
$564K - $567K
|
82.7K
$8.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56K+ 41.6% |
$558K - $560K
|
18.9K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
5.39K+ 107.4% |
$540K - $543K
|
10.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 182.68% |
$528K - $530K
|
8.14K
$816K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
5.18K+ 10.69% |
$519K - $521K
|
53.6K
$5.37M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.14K+ 8.07% |
$515K - $518K
|
68.8K
$6.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.97KNew |
$498K - $500K
|
4.97K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 171.97% |
$492K - $494K
|
7.75K
$777K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$488K - $490K
|
4.87K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.85KNew |
$486K - $489K
|
4.85K
$486K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.79K+ 82.05% |
$480K - $482K
|
10.6K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
4.6KNew |
$461K - $463K
|
4.6K
$461K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$455K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.48K+ 10.34% |
$449K - $451K
|
47.8K
$4.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.45KNew |
$447K - $449K
|
4.45K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.42K+ 13.89% |
$443K - $445K
|
36.2K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.41K+ 39.65% |
$442K - $444K
|
15.5K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
4.24KNew |
$425K - $427K
|
4.24K
$424K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.21KNew |
$423K - $425K
|
4.21K
$422K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.95K+ 11.76% |
$396K - $398K
|
37.5K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.89KNew |
$390K - $392K
|
3.89K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.82K+ 104.85% |
$383K - $385K
|
7.47K
$748K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.82KNew |
$383K - $385K
|
3.82K
$383K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.73KNew |
$374K - $375K
|
3.73K
$373K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.65KNew |
$366K - $367K
|
3.65K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.63K+ 25.89% |
$364K - $366K
|
17.7K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
3.63KNew |
$364K - $365K
|
3.63K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.61K+ 2.49% |
$362K - $364K
|
148K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.49KNew |
$350K - $352K
|
3.49K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.48K+ 1.76% |
$349K - $350K
|
201K
$20.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
3.47K+ 17.87% |
$348K - $350K
|
22.9K
$2.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$348K - $350K
|
3.47K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.46KNew |
$347K - $348K
|
3.46K
$346K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.45KNew |
$346K - $348K
|
3.45K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.39K+ 42400.0% |
$340K - $342K
|
3.4K
$341K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.37K+ 139.24% |
$338K - $340K
|
5.79K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.26K+ 2.6% |
$327K - $329K
|
129K
$12.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.22K+ 36.64% |
$323K - $324K
|
12K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.17K+ 233.09% |
$318K - $319K
|
4.53K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$315K - $317K
|
3.14K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.07KNew |
$308K - $309K
|
3.07K
$307K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.01K+ 3.49% |
$302K - $303K
|
89.2K
$8.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.93KNew |
$294K - $295K
|
2.93K
$293K
|