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 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-1.4K- 2.62% |
$140K - $140K
|
52K
$5.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 10.71% |
$156K - $156K
|
13K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.66K- 9.72% |
$166K - $166K
|
15.4K
$1.54M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.72K- 0.62% |
$172K - $173K
|
277K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.25K- 2.55% |
$225K - $226K
|
85.9K
$8.61M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.44K- 43.19% |
$244K - $245K
|
3.21K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.71K- 16.78% |
$271K - $272K
|
13.5K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.77KClosed |
$277K - $277K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.85K- 6.56% |
$285K - $285K
|
40.6K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3.4K- 31.71% |
$340K - $341K
|
7.32K
$733K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4K- 39.97% |
$400K - $401K
|
6K
$601K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.1K- 12.9% |
$610K - $612K
|
41.2K
$4.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.72K- 1.85% |
$672K - $674K
|
357K
$35.7M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.51K- 50.35% |
$751K - $753K
|
7.4K
$742K
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-8.58K- 25.73% |
$858K - $860K
|
24.8K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.02K- 66.65% |
$903K - $905K
|
4.52K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.64K- 2.39% |
$964K - $967K
|
394K
$39.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-13.8K- 8.51% |
$1.38M - $1.39M
|
149K
$14.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14.8K- 65.56% |
$1.48M - $1.48M
|
7.75K
$776K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.8K- 8.6% |
$2.68M - $2.69M
|
285K
$28.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 31.25% |
$3.01M - $3.01M
|
66.1K
$6.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-34.4K- 93.22% |
$3.45M - $3.45M
|
2.5K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-47.1K- 43.78% |
$4.71M - $4.72M
|
60.4K
$6.05M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-57.6K- 95.43% |
$5.76M - $5.78M
|
2.76K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-58.9K- 3.27% |
$5.89M - $5.9M
|
1.74M
$174M
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-63.2K- 54.23% |
$6.33M - $6.34M
|
53.4K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.7K- 30.42% |
$6.47M - $6.49M
|
148K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.7K- 30.42% |
$6.47M - $6.49M
|
148K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-75K- 34.72% |
$7.5M - $7.52M
|
141K
$14.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88.9K- 75.2% |
$8.89M - $8.91M
|
29.3K
$2.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-118K- 86.86% |
$11.8M - $11.8M
|
17.9K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-192K- 89.67% |
$19.2M - $19.3M
|
22.2K
$2.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-205K- 60.59% |
$20.5M - $20.6M
|
133K
$13.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-434K- 98.69% |
$43.4M - $43.5M
|
5.75K
$576K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-711K- 88.96% |
$71.1M - $71.3M
|
88.2K
$8.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.16M- 20.34% |
$216M - $217M
|
8.47M
$849M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.46M- 57.09% |
$246M - $247M
|
1.85M
$185M
|