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 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.05KNew |
$405K - $406K
|
4.05K
$405K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.92KNew |
$393K - $393K
|
3.92K
$393K
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 4.75% |
$372K - $373K
|
82K
$8.21M
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.61KNew |
$361K - $362K
|
3.61K
$361K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.02KNew |
$302K - $303K
|
3.02K
$302K
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.96K+ 98.44% |
$296K - $297K
|
5.98K
$598K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.82KNew |
$282K - $282K
|
2.82K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.69KNew |
$269K - $270K
|
2.69K
$269K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.67KNew |
$267K - $268K
|
2.67K
$267K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.6KNew |
$260K - $261K
|
2.6K
$260K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.47K+ 72.48% |
$247K - $247K
|
5.87K
$588K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.31KNew |
$231K - $232K
|
2.31K
$231K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$218K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.09KNew |
$209K - $210K
|
2.09K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.04K+ 60.16% |
$204K - $205K
|
5.44K
$544K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2K+ 11.7% |
$200K - $201K
|
19.1K
$1.91M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.77K+ 44.8% |
$177K - $178K
|
5.73K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.66K+ 0.29% |
$166K - $167K
|
571K
$57.2M
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.43% |
$145K - $145K
|
43.8K
$4.38M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 414.6% |
$134K - $134K
|
1.66K
$166K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
738+ 8200.0% |
$73.8K - $74K
|
747
$74.8K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
330+ 0.35% |
$33K - $33.1K
|
95.6K
$9.58M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
323New |
$32.3K - $32.4K
|
323
$32.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
241+ 2.22% |
$24.1K - $24.2K
|
11.1K
$1.11M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
240+ 5.77% |
$24K - $24.1K
|
4.4K
$441K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
185New |
$18.5K - $18.5K
|
185
$18.5K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
164+ 3.81% |
$16.4K - $16.4K
|
4.47K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
156New |
$15.6K - $15.6K
|
156
$15.6K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67+ 1.18% |
$6.7K - $6.72K
|
5.77K
$578K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
61New |
$6.1K - $6.12K
|
61
$6.11K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58New |
$5.8K - $5.82K
|
58
$5.81K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
46New |
$4.6K - $4.61K
|
46
$4.61K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40+ 1.77% |
$4K - $4.01K
|
2.3K
$230K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30New |
$3K - $3.01K
|
30
$3K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 0.78% |
$2.4K - $2.41K
|
3.1K
$310K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20New |
$2K - $2.01K
|
20
$2K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.11% |
$1.6K - $1.6K
|
13.9K
$1.4M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$1.2K - $1.2K
|
3.84K
$384K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 40.0% |
$200 - $201
|
3
$300
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20- 0.53% |
$2K - $2.01K
|
3.73K
$374K
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-53- 1.36% |
$5.3K - $5.31K
|
3.83K
$384K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101- 27.67% |
$10.1K - $10.1K
|
264
$26.4K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-196- 41.18% |
$19.6K - $19.7K
|
280
$28K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-298- 4.03% |
$29.8K - $29.9K
|
7.1K
$711K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 4.64% |
$35.4K - $35.5K
|
7.27K
$728K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-595- 1.43% |
$59.5K - $59.7K
|
40.9K
$4.1M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-645- 3.88% |
$64.5K - $64.7K
|
16K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-927- 18.43% |
$92.7K - $93K
|
4.1K
$411K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.29K- 22.62% |
$129K - $130K
|
4.43K
$443K
|