Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.63M+ 139199.31% |
$364M - $365M
|
3.63M
$364M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.29M+ 86314.15% |
$230M - $231M
|
2.3M
$230M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38M+ 282.1% |
$139M - $139M
|
1.87M
$188M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
987K+ 274.9% |
$98.9M - $99.4M
|
1.35M
$135M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
921K+ 24.53% |
$92.3M - $92.7M
|
4.67M
$468M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
916K+ 168.28% |
$91.7M - $92.2M
|
1.46M
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
746KNew |
$74.7M - $75.1M
|
746K
$74.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
741K+ 3293.33% |
$74.2M - $74.6M
|
764K
$76.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
690K+ 238.04% |
$69.2M - $69.5M
|
980K
$98.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
630K+ 527.55% |
$63.1M - $63.4M
|
749K
$75M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
603KNew |
$60.5M - $60.7M
|
603K
$60.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
533K+ 184.33% |
$53.4M - $53.7M
|
823K
$82.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
532K+ 495.09% |
$53.3M - $53.5M
|
639K
$64M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
488K+ 28.2% |
$48.9M - $49.2M
|
2.22M
$222M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
482K+ 17361.68% |
$48.3M - $48.6M
|
485K
$48.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
480K+ 514.69% |
$48.1M - $48.3M
|
574K
$57.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
468K+ 169.71% |
$46.9M - $47.1M
|
744K
$74.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432K+ 80.6% |
$43.3M - $43.5M
|
969K
$97M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411K+ 265.2% |
$41.2M - $41.4M
|
566K
$56.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
407KNew |
$40.8M - $41M
|
407K
$40.8M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
394KNew |
$39.5M - $39.7M
|
394K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
331K+ 29.13% |
$33.2M - $33.4M
|
1.47M
$147M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
327K+ 227.86% |
$32.8M - $33M
|
471K
$47.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
307K+ 875.87% |
$30.7M - $30.9M
|
342K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
296K+ 30.21% |
$29.7M - $29.8M
|
1.28M
$128M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
296K+ 628.11% |
$29.7M - $29.8M
|
343K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
288K+ 869.8% |
$28.8M - $29M
|
321K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
285K+ 23.18% |
$28.5M - $28.7M
|
1.51M
$152M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
268K+ 428.54% |
$26.8M - $27M
|
330K
$33.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
262KNew |
$26.3M - $26.4M
|
262K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
258K+ 32.67% |
$25.9M - $26M
|
1.05M
$105M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
251K+ 295.19% |
$25.1M - $25.2M
|
336K
$33.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
BUY
|
- |
241KNew |
$24.1M - $24.2M
|
241K
$24.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
233K+ 242.25% |
$23.3M - $23.4M
|
329K
$32.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
228KNew |
$22.8M - $22.9M
|
228K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
228KNew |
$22.8M - $22.9M
|
228K
$22.8M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
223K+ 68.72% |
$22.3M - $22.4M
|
547K
$54.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
221KNew |
$22.2M - $22.3M
|
221K
$22.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
220KNew |
$22M - $22.1M
|
220K
$22M
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
219K+ 828.16% |
$21.9M - $22M
|
245K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 39.73% |
$21.4M - $21.6M
|
753K
$75.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
208K+ 46.21% |
$20.8M - $20.9M
|
657K
$65.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
206KNew |
$20.7M - $20.7M
|
206K
$20.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
203KNew |
$20.4M - $20.5M
|
203K
$20.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
193K+ 155.23% |
$19.3M - $19.4M
|
317K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
187K+ 454.01% |
$18.7M - $18.8M
|
228K
$22.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
179K+ 243.82% |
$17.9M - $18M
|
252K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
174KNew |
$17.5M - $17.5M
|
174K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167K+ 840.57% |
$16.7M - $16.8M
|
186K
$18.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
166KNew |
$16.6M - $16.7M
|
166K
$16.6M
|