Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
529KNew |
$52.9M - $52.9M
|
529K
$53.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
283K+ 256.95% |
$28.3M - $28.3M
|
393K
$39.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$1.59M - $1.59M
|
15.9K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 295.51% |
$1.35M - $1.35M
|
18.1K
$1.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
11.2K+ 189.47% |
$1.12M - $1.12M
|
17.1K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.83K+ 26.43% |
$783K - $783K
|
37.5K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.88KNew |
$688K - $689K
|
6.88K
$692K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.86KNew |
$686K - $687K
|
6.86K
$690K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.88K+ 1.42% |
$488K - $488K
|
348K
$34.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.51KNew |
$451K - $451K
|
4.51K
$453K
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
4.4KNew |
$440K - $440K
|
4.4K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.98KNew |
$398K - $398K
|
3.98K
$400K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25KNew |
$325K - $325K
|
3.25K
$327K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.18KNew |
$318K - $318K
|
3.18K
$319K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89K+ 0.87% |
$289K - $289K
|
336K
$33.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.67KNew |
$267K - $267K
|
2.67K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.5K+ 21.94% |
$250K - $250K
|
13.9K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.42K+ 2.39% |
$242K - $242K
|
104K
$10.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
1.93K+ 4.35% |
$193K - $193K
|
46.4K
$4.66M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830New |
$83K - $83K
|
830
$83.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
527+ 2.82% |
$52.7K - $52.7K
|
19.2K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
472+ 20.27% |
$47.2K - $47.2K
|
2.8K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
192+ 0.38% |
$19.2K - $19.2K
|
50.6K
$5.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
48+ 0.48% |
$4.8K - $4.8K
|
10.1K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32+ 1.64% |
$3.2K - $3.2K
|
1.98K
$199K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
10New |
$1K - $1K
|
10
$1.01K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-252- 10.24% |
$25.2K - $25.2K
|
2.21K
$222K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-519- 17.59% |
$51.9K - $51.9K
|
2.43K
$244K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-550- 7.85% |
$55K - $55K
|
6.46K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-550Closed |
$55K - $55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-11.6KClosed |
$1.16M - $1.16M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-21K- 87.5% |
$2.1M - $2.1M
|
3K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.7K- 21.53% |
$2.47M - $2.47M
|
90K
$9.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.7K- 72.17% |
$2.57M - $2.57M
|
9.92K
$997K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.9KClosed |
$3.09M - $3.09M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-472K- 9.23% |
$47.2M - $47.2M
|
4.64M
$466M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-565KClosed |
$56.5M - $56.5M
|
0
$0
|