Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.89MNew |
$189M - $189M
|
1.89M
$189M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.47MNew |
$147M - $147M
|
1.47M
$147M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
875K+ 130.14% |
$87.6M - $87.8M
|
1.55M
$155M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
783K+ 729.21% |
$78.3M - $78.5M
|
891K
$89.2M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
783K+ 729.21% |
$78.3M - $78.5M
|
891K
$89.2M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
503KNew |
$50.3M - $50.4M
|
503K
$50.4M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
487K+ 35.45% |
$48.7M - $48.8M
|
1.86M
$186M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
442K+ 80.13% |
$44.2M - $44.3M
|
994K
$99.6M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
431KNew |
$43.2M - $43.3M
|
431K
$43.2M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
400KNew |
$40.1M - $40.2M
|
400K
$40.1M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
347K+ 14885.17% |
$34.7M - $34.8M
|
350K
$35M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
313KNew |
$31.3M - $31.4M
|
313K
$31.3M
|
|
Oct 24, 2022
Q3 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
305KNew |
$30.5M - $30.5M
|
305K
$30.5M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
273K+ 197.86% |
$27.3M - $27.3M
|
410K
$41.1M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
269K+ 110.23% |
$26.9M - $27M
|
513K
$51.4M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
265KNew |
$26.5M - $26.6M
|
265K
$26.5M
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
251K+ 9.95% |
$25.1M - $25.2M
|
2.77M
$278M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
229K+ 382.27% |
$22.9M - $23M
|
289K
$29M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
220K+ 306.82% |
$22M - $22.1M
|
292K
$29.3M
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
187K+ 91.47% |
$18.7M - $18.7M
|
391K
$39.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 227.15% |
$17.7M - $17.7M
|
254K
$25.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155K+ 86.11% |
$15.5M - $15.6M
|
336K
$33.6M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
141KNew |
$14.1M - $14.1M
|
141K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
118K+ 132.8% |
$11.8M - $11.8M
|
207K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115K+ 37.83% |
$11.5M - $11.6M
|
421K
$42.1M
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
112KNew |
$11.2M - $11.2M
|
112K
$11.2M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
109KNew |
$10.9M - $11M
|
109K
$10.9M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
108KNew |
$10.8M - $10.9M
|
108K
$10.9M
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
76.3KNew |
$7.63M - $7.65M
|
76.3K
$7.64M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.4K+ 44.28% |
$7.45M - $7.47M
|
243K
$24.3M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
71.6KNew |
$7.16M - $7.18M
|
71.6K
$7.17M
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
71.5KNew |
$7.15M - $7.17M
|
71.5K
$7.16M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.5K+ 2037.7% |
$7.05M - $7.07M
|
73.9K
$7.41M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
63.3KNew |
$6.33M - $6.35M
|
63.3K
$6.34M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.1K+ 1235.42% |
$6.12M - $6.13M
|
66.1K
$6.62M
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
57.6KNew |
$5.76M - $5.77M
|
57.6K
$5.77M
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
52.2K+ 376.48% |
$5.22M - $5.23M
|
66K
$6.61M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.3KNew |
$4.94M - $4.95M
|
49.3K
$4.94M
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48.7KNew |
$4.87M - $4.88M
|
48.7K
$4.87M
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
45.8K+ 26.5% |
$4.58M - $4.59M
|
219K
$21.9M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.8KNew |
$4.18M - $4.19M
|
41.8K
$4.19M
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
39.8KNew |
$3.98M - $3.99M
|
39.8K
$3.99M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
39.2KNew |
$3.92M - $3.93M
|
39.2K
$3.93M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
38.3KNew |
$3.83M - $3.84M
|
38.3K
$3.84M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37.4K+ 50.61% |
$3.74M - $3.75M
|
111K
$11.2M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
34.4K+ 1579.64% |
$3.44M - $3.45M
|
36.5K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33.2KNew |
$3.32M - $3.33M
|
33.2K
$3.32M
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
33.1K+ 111.86% |
$3.31M - $3.32M
|
62.7K
$6.28M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30.1K+ 429.51% |
$3.01M - $3.02M
|
37.1K
$3.72M
|