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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-21.4K- 24.56% |
$2.14M - $2.15M
|
65.7K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.6K- 3.32% |
$2.26M - $2.27M
|
658K
$65.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23.6K- 27.87% |
$2.36M - $2.38M
|
61.1K
$6.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-25.7K- 18.21% |
$2.58M - $2.59M
|
116K
$11.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-28.1K- 50.35% |
$2.82M - $2.83M
|
27.7K
$2.78M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-29.9K- 81.6% |
$3M - $3.01M
|
6.74K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-31.3K- 2.53% |
$3.13M - $3.15M
|
1.21M
$121M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-36.4K- 49.29% |
$3.64M - $3.66M
|
37.4K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.9K- 76.65% |
$4M - $4.01M
|
12.2K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-44K- 7.74% |
$4.4M - $4.42M
|
524K
$52.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-46.2K- 85.78% |
$4.63M - $4.66M
|
7.67K
$768K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-47.9K- 15.61% |
$4.8M - $4.83M
|
259K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56.9K- 18.66% |
$5.7M - $5.72M
|
248K
$24.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-58.8K- 34.97% |
$5.9M - $5.92M
|
109K
$11M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
SELL
|
- |
-59.7K- 42.01% |
$5.98M - $6.01M
|
82.3K
$8.25M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-61.9K- 62.75% |
$6.2M - $6.23M
|
36.8K
$3.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-77.4K- 14.34% |
$7.75M - $7.79M
|
462K
$46.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-80K- 21.67% |
$8.01M - $8.05M
|
289K
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-83.3K- 96.86% |
$8.34M - $8.38M
|
2.7K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-84.5K- 14.71% |
$8.47M - $8.51M
|
490K
$49.1M
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-84.6K- 17.54% |
$8.48M - $8.52M
|
398K
$39.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-86.9K- 91.05% |
$8.71M - $8.75M
|
8.54K
$855K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-104K- 94.42% |
$10.5M - $10.5M
|
6.18K
$619K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-109K- 24.72% |
$11M - $11M
|
333K
$33.4M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-118K- 98.11% |
$11.8M - $11.9M
|
2.28K
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-195K- 46.59% |
$19.6M - $19.7M
|
224K
$22.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-221K- 92.91% |
$22.1M - $22.2M
|
16.8K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-243K- 66.28% |
$24.4M - $24.5M
|
124K
$12.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-279K- 30.77% |
$28M - $28.1M
|
628K
$62.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-368K- 94.13% |
$36.9M - $37M
|
22.9K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-480K- 96.42% |
$48.1M - $48.3M
|
17.8K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-523K- 89.93% |
$52.4M - $52.7M
|
58.6K
$5.87M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.29M- 99.89% |
$230M - $231M
|
2.56K
$256K
|