Purchases and Sales Made in Q3 2022 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

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 11, 2022 Q3 2022
Wiley Bros. Aintree Capital, LLC

BUY
 -
30K
New
$3M - $3.01M
30K $3M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.6K
+ 51.46%
$2.86M - $2.87M
84.1K $8.42M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
26.9K
+ 134.58%
$2.69M - $2.7M
47K $4.7M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
26.1K
New
$2.61M - $2.62M
26.1K $2.62M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
25K
New
$2.51M - $2.51M
25K $2.51M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
23.6K
+ 9.24%
$2.36M - $2.37M
279K $27.9M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
22.3K
New
$2.23M - $2.23M
22.3K $2.23M
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
21.6K
New
$2.16M - $2.17M
21.6K $2.17M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
21K
+ 231.58%
$2.1M - $2.11M
30.1K $3.01M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
19.8K
+ 369.35%
$1.98M - $1.98M
25.1K $2.52M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
18.7K
+ 33.0%
$1.87M - $1.87M
75.2K $7.53M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18.1K
+ 17.27%
$1.81M - $1.82M
123K $12.3M
Oct 21, 2022 Q3 2022
Titan Capital Management, LLC

BUY
 -
16.5K
+ 13.19%
$1.65M - $1.66M
142K $14.2M
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
16.4K
+ 21.21%
$1.64M - $1.65M
94K $9.41M
Oct 24, 2022 Q3 2022
Clear Harbor Asset Management, LLC

BUY
 -
16.1K
+ 108.89%
$1.61M - $1.62M
30.9K $3.1M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
14.9K
+ 53.56%
$1.49M - $1.49M
42.7K $4.27M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
14.9K
+ 25.3%
$1.49M - $1.49M
73.7K $7.38M
Nov 09, 2022 Q3 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
13.9K
+ 5.02%
$1.39M - $1.39M
290K $29.1M
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
13.1K
New
$1.31M - $1.31M
13.1K $1.31M
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
13K
New
$1.3M - $1.31M
13K $1.31M
Oct 27, 2022 Q3 2022
Vishria Bird Financial Group, LLC

BUY
 -
12.4K
New
$1.24M - $1.25M
12.4K $1.24M
Oct 25, 2022 Q3 2022
Sterling Investment Advisors LLC

BUY
 -
12.3K
+ 63.35%
$1.23M - $1.23M
31.7K $3.17M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
11.9K
New
$1.2M - $1.2M
11.9K $1.2M
Oct 25, 2022 Q3 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
10.7K
New
$1.07M - $1.08M
10.7K $1.07M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
10.7K
+ 14.71%
$1.07M - $1.07M
83.1K $8.32M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
10.1K
New
$1.01M - $1.02M
10.1K $1.02M
Nov 09, 2022 Q3 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
9.75K
+ 78.03%
$975K - $978K
22.2K $2.23M
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
9.61K
+ 9.14%
$961K - $963K
115K $11.5M
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
9.56K
+ 320.46%
$956K - $958K
12.5K $1.26M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
9.22K
New
$922K - $924K
9.22K $923K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
9.05K
+ 9.54%
$905K - $907K
104K $10.4M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
8.85K
New
$885K - $888K
8.85K $887K
Oct 12, 2022 Q3 2022
Wall Capital Group, Inc.

BUY
 -
8.35K
New
$835K - $837K
8.35K $836K
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
7.87K
New
$787K - $789K
7.87K $788K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
7.32K
New
$732K - $734K
7.32K $733K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
7.14K
+ 16.03%
$714K - $716K
51.7K $5.18M
Oct 04, 2022 Q3 2022
Weaver Consulting Group

BUY
 -
6.88K
New
$688K - $690K
6.88K $689K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
6.75K
New
$675K - $677K
6.75K $676K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
6.74K
+ 69.91%
$674K - $676K
16.4K $1.64M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
6.25K
+ 55.8%
$625K - $627K
17.5K $1.75M
Nov 04, 2022 Q3 2022
Transatlantique Private Wealth LLC

BUY
 -
5.92K
+ 34.36%
$593K - $594K
23.2K $2.32M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.73K
New
$573K - $575K
5.73K $574K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
5.63K
New
$563K - $565K
5.63K $564K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
5.51K
+ 47.36%
$551K - $553K
17.1K $1.72M
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5.09K
+ 14127.78%
$509K - $510K
5.12K $513K
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
4.34K
New
$434K - $435K
4.34K $435K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
4.26K
+ 7468.42%
$426K - $427K
4.31K $432K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
4.19K
+ 9.51%
$419K - $420K
48.3K $4.83M
Nov 17, 2022 Q3 2022
Provident Investment Management, Inc.

Novi, MI
BUY
 -
4.1K
New
$410K - $411K
4.1K $411K

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