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 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
166KNew |
$16.6M - $16.7M
|
166K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
156K+ 11.52% |
$15.7M - $15.7M
|
1.51M
$152M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
155K+ 40.55% |
$15.6M - $15.6M
|
538K
$53.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
154K+ 44.3% |
$15.4M - $15.5M
|
501K
$50.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
148KNew |
$14.8M - $14.9M
|
148K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
146KNew |
$14.6M - $14.7M
|
146K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
145K+ 8.44% |
$14.6M - $14.6M
|
1.87M
$187M
|
|
|
Oct 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
133KNew |
$13.3M - $13.4M
|
133K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
132K+ 55.22% |
$13.3M - $13.3M
|
372K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132K+ 11401.99% |
$13.2M - $13.3M
|
133K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129K+ 62.1% |
$12.9M - $12.9M
|
336K
$33.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
127K+ 12.25% |
$12.8M - $12.8M
|
1.17M
$117M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
103K+ 45.85% |
$10.3M - $10.4M
|
328K
$32.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
96.4K+ 232.28% |
$9.65M - $9.7M
|
138K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
95.3K+ 22.89% |
$9.55M - $9.59M
|
512K
$51.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
93K+ 242.59% |
$9.32M - $9.37M
|
131K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
91.6K+ 116.83% |
$9.18M - $9.22M
|
170K
$17M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
90.3KNew |
$9.04M - $9.09M
|
90.3K
$9.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
90K+ 50.0% |
$9.02M - $9.06M
|
270K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
89.2KNew |
$8.93M - $8.98M
|
89.2K
$8.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
86.9K+ 52.23% |
$8.71M - $8.75M
|
253K
$25.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.2KNew |
$8.64M - $8.68M
|
86.2K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82.4K+ 31.12% |
$8.26M - $8.3M
|
347K
$34.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82.1K+ 260.38% |
$8.23M - $8.27M
|
114K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.4KNew |
$8.05M - $8.09M
|
80.4K
$8.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.7K+ 164.48% |
$7.98M - $8.02M
|
128K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
79.5K+ 69.84% |
$7.97M - $8.01M
|
193K
$19.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
79.5K+ 7226.73% |
$7.97M - $8M
|
80.6K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.3K+ 35.1% |
$7.84M - $7.88M
|
301K
$30.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
76.4K+ 5918.84% |
$7.65M - $7.69M
|
77.6K
$7.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
72.2K+ 800.72% |
$7.23M - $7.26M
|
81.2K
$8.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.2K+ 27.88% |
$7.14M - $7.17M
|
327K
$32.7M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
69K+ 11132.9% |
$6.92M - $6.95M
|
69.6K
$6.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
68.3KNew |
$6.84M - $6.87M
|
68.3K
$6.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
68.3KNew |
$6.84M - $6.87M
|
68.3K
$6.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
67.3KNew |
$6.74M - $6.77M
|
67.3K
$6.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66.9K+ 722.94% |
$6.71M - $6.74M
|
76.2K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65KNew |
$6.51M - $6.54M
|
65K
$6.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
63.6K+ 220.55% |
$6.37M - $6.4M
|
92.4K
$9.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
59.4K+ 13.34% |
$5.95M - $5.98M
|
505K
$50.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.3KNew |
$5.94M - $5.97M
|
59.3K
$5.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
58.7KNew |
$5.89M - $5.91M
|
58.7K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
57.5K+ 10.77% |
$5.77M - $5.79M
|
592K
$59.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57.3KNew |
$5.75M - $5.77M
|
57.3K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
56K+ 61.15% |
$5.61M - $5.64M
|
148K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
56K+ 102.68% |
$5.61M - $5.64M
|
111K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.1K+ 46.39% |
$5.52M - $5.55M
|
174K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54.6K+ 12.49% |
$5.47M - $5.49M
|
492K
$49.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50.8K+ 17.68% |
$5.09M - $5.11M
|
338K
$33.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50.5K+ 177.33% |
$5.06M - $5.08M
|
79K
$7.91M
|