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 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 42.02% |
$137K - $138K
|
4.63K
$464K
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.47% |
$137K - $137K
|
56.6K
$5.67M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
1.34K+ 23.44% |
$134K - $135K
|
7.04K
$705K
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.26K+ 0.95% |
$126K - $127K
|
133K
$13.3M
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.24K+ 0.75% |
$124K - $125K
|
167K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 0.67% |
$121K - $121K
|
182K
$18.2M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 47.34% |
$111K - $111K
|
3.44K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.06K+ 2.24% |
$106K - $107K
|
48.3K
$4.84M
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.03K+ 9.04% |
$104K - $104K
|
12.5K
$1.25M
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.01K+ 2.62% |
$101K - $101K
|
39.4K
$3.94M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1K+ 10.53% |
$100K - $101K
|
10.5K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
971+ 3.92% |
$97.4K - $97.8K
|
25.8K
$2.58M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
926+ 45.46% |
$92.9K - $93.3K
|
2.96K
$297K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
909New |
$91.2K - $91.6K
|
909
$91K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
865+ 32.57% |
$86.8K - $87.1K
|
3.52K
$353K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
834+ 12.95% |
$83.6K - $84K
|
7.28K
$729K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
808New |
$81K - $81.4K
|
808
$80.9K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
734+ 12.86% |
$73.6K - $74K
|
6.44K
$645K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
718+ 1.23% |
$72K - $72.3K
|
59.1K
$5.92M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
718+ 12.44% |
$72K - $72.3K
|
6.49K
$650K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
708+ 31.49% |
$71K - $71.3K
|
2.96K
$296K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
704+ 938.67% |
$70.6K - $70.9K
|
779
$78K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
662+ 29.49% |
$66.4K - $66.7K
|
2.91K
$291K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
655+ 2.93% |
$65.7K - $66K
|
23K
$2.3M
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
646New |
$64.8K - $65.1K
|
646
$64.7K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
636+ 8.02% |
$63.8K - $64.1K
|
8.57K
$858K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
633+ 12.16% |
$63.5K - $63.8K
|
5.84K
$585K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
599+ 60.75% |
$60.1K - $60.3K
|
1.59K
$159K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
590+ 10.8% |
$59.2K - $59.4K
|
6.05K
$606K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
576+ 44.14% |
$57.8K - $58K
|
1.88K
$188K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
513+ 4.34% |
$51.4K - $51.7K
|
12.3K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
511+ 1.68% |
$51.2K - $51.5K
|
31K
$3.1M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
475New |
$47.6K - $47.9K
|
475
$47.6K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
472+ 11800.0% |
$47.3K - $47.6K
|
476
$47.7K
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
469+ 4.15% |
$47K - $47.3K
|
11.8K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
457+ 0.78% |
$45.8K - $46K
|
59K
$5.91M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
437+ 3.41% |
$43.8K - $44K
|
13.3K
$1.33M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
414+ 6.54% |
$41.5K - $41.7K
|
6.74K
$675K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
397+ 14.05% |
$39.8K - $40K
|
3.22K
$323K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
364+ 0.42% |
$36.5K - $36.7K
|
87.9K
$8.81M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
350+ 2.36% |
$35.1K - $35.3K
|
15.2K
$1.52M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
315+ 106.42% |
$31.6K - $31.7K
|
611
$61.2K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
315+ 7.34% |
$31.6K - $31.7K
|
4.61K
$461K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305New |
$30.6K - $30.7K
|
305
$30.5K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
298New |
$29.9K - $30K
|
298
$29.8K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
286+ 22.26% |
$28.7K - $28.8K
|
1.57K
$157K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
262+ 0.4% |
$26.3K - $26.4K
|
65K
$6.51M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
255+ 2.6% |
$25.6K - $25.7K
|
10K
$1.01M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
250New |
$25.1K - $25.2K
|
250
$25K
|