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 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
2.92K+ 33.85% |
$293K - $294K
|
11.5K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.85K+ 34.0% |
$286K - $287K
|
11.2K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
2.85K+ 32.77% |
$286K - $287K
|
11.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$281K - $282K
|
2.8K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$275K - $276K
|
2.74K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.74KNew |
$274K - $276K
|
2.74K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.7KNew |
$270K - $272K
|
2.7K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 26.15% |
$270K - $271K
|
13K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.66K+ 10.36% |
$267K - $268K
|
28.3K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.62K+ 68.65% |
$263K - $264K
|
6.43K
$644K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.59K+ 43.89% |
$260K - $261K
|
8.49K
$850K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.58K+ 3.62% |
$259K - $260K
|
73.8K
$7.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.53K+ 211.27% |
$254K - $255K
|
3.73K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.41K+ 85.81% |
$241K - $243K
|
5.21K
$522K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.41K+ 3.39% |
$241K - $242K
|
73.5K
$7.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 4.8% |
$239K - $240K
|
52K
$5.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.31KNew |
$232K - $233K
|
2.31K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.27K+ 38.56% |
$228K - $229K
|
8.17K
$819K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.27K+ 84.75% |
$228K - $229K
|
4.96K
$496K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.25KNew |
$225K - $226K
|
2.25K
$225K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24K+ 116.85% |
$225K - $226K
|
4.16K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.22KNew |
$222K - $223K
|
2.22K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.22KNew |
$222K - $223K
|
2.22K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.13KNew |
$214K - $214K
|
2.13K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.1KNew |
$211K - $211K
|
2.1K
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.03KNew |
$204K - $205K
|
2.03K
$203K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$200K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.94K+ 21.68% |
$195K - $196K
|
10.9K
$1.09M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.94K+ 21.68% |
$195K - $196K
|
10.9K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.92K+ 79.54% |
$193K - $194K
|
4.34K
$435K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.86K+ 33.39% |
$187K - $188K
|
7.44K
$745K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.79K+ 38.34% |
$179K - $180K
|
6.44K
$645K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.75K+ 39.9% |
$176K - $177K
|
6.15K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.67K+ 17.56% |
$168K - $168K
|
11.2K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 34.87% |
$164K - $165K
|
6.34K
$635K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.58KNew |
$158K - $159K
|
1.58K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.55K+ 51.36% |
$155K - $156K
|
4.56K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 2.87% |
$154K - $154K
|
54.9K
$5.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.53K+ 7.16% |
$153K - $154K
|
22.9K
$2.29M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.45K+ 12.58% |
$145K - $146K
|
12.9K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.45K+ 12.58% |
$145K - $146K
|
12.9K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 0.37% |
$141K - $141K
|
377K
$37.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39K+ 6.71% |
$139K - $140K
|
22.1K
$2.21M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39K+ 10.16% |
$139K - $140K
|
15.1K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.39KNew |
$139K - $140K
|
1.39K
$139K
|