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
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
45.2KNew |
$4.53M - $4.55M
|
45.2K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
45KNew |
$4.51M - $4.53M
|
45K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
43.3KNew |
$4.33M - $4.36M
|
43.3K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.8K+ 26.86% |
$4.18M - $4.2M
|
197K
$19.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$4.18M - $4.2M
|
41.7K
$4.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
41.2KNew |
$4.13M - $4.15M
|
41.2K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
40.6K+ 18.41% |
$4.07M - $4.09M
|
261K
$26.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38.9K+ 3140.03% |
$3.9M - $3.92M
|
40.1K
$4.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.5K+ 271.51% |
$3.76M - $3.78M
|
51.3K
$5.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
36.3K+ 68.58% |
$3.64M - $3.66M
|
89.2K
$8.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.2K+ 27.49% |
$3.62M - $3.64M
|
168K
$16.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36K+ 85.89% |
$3.61M - $3.62M
|
77.9K
$7.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
33KNew |
$3.31M - $3.32M
|
33K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
32.5KNew |
$3.25M - $3.27M
|
32.5K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$3.23M - $3.25M
|
32.2K
$3.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
31.9K+ 9762.08% |
$3.2M - $3.21M
|
32.2K
$3.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
31.4K+ 196.44% |
$3.15M - $3.17M
|
47.4K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31.3K+ 31.67% |
$3.13M - $3.15M
|
130K
$13M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 95.49% |
$2.98M - $2.99M
|
60.9K
$6.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
28KNew |
$2.8M - $2.82M
|
28K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
27.7K+ 18.84% |
$2.78M - $2.79M
|
175K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.7K+ 20.03% |
$2.77M - $2.79M
|
166K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.3K+ 41.82% |
$2.74M - $2.75M
|
92.7K
$9.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.9K+ 997.59% |
$2.69M - $2.71M
|
29.6K
$2.96M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 17.05% |
$2.67M - $2.68M
|
183K
$18.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
26.2K+ 31.46% |
$2.62M - $2.64M
|
109K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26.2KNew |
$2.62M - $2.63M
|
26.2K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
BUY
|
- |
25.1KNew |
$2.52M - $2.53M
|
25.1K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.6K+ 18.31% |
$2.46M - $2.47M
|
159K
$15.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
24.5K+ 32.89% |
$2.45M - $2.46M
|
98.8K
$9.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24.1K+ 554.04% |
$2.41M - $2.42M
|
28.4K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 249.55% |
$2.34M - $2.35M
|
32.7K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23.2K+ 7.22% |
$2.32M - $2.33M
|
344K
$34.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
22.7K+ 59.03% |
$2.27M - $2.28M
|
61.1K
$6.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.1K+ 24.81% |
$2.22M - $2.23M
|
111K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
21.4K+ 139.18% |
$2.15M - $2.16M
|
36.8K
$3.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
21.3K+ 164.81% |
$2.14M - $2.15M
|
34.3K
$3.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
BUY
|
- |
20.7KNew |
$2.07M - $2.08M
|
20.7K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.4K+ 352.86% |
$2.04M - $2.05M
|
26.2K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$1.96M - $1.97M
|
19.6K
$1.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.4K+ 16.0% |
$1.94M - $1.95M
|
141K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.2K+ 55.66% |
$1.92M - $1.93M
|
53.7K
$5.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
19K+ 237.83% |
$1.9M - $1.91M
|
27K
$2.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
18.9KNew |
$1.9M - $1.9M
|
18.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
18.7KNew |
$1.87M - $1.88M
|
18.7K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
18.6KNew |
$1.87M - $1.88M
|
18.6K
$1.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18.1K+ 8.07% |
$1.81M - $1.82M
|
242K
$24.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.9K+ 396.61% |
$1.79M - $1.8M
|
22.4K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.6K+ 2629.25% |
$1.77M - $1.77M
|
18.3K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.3K+ 16.97% |
$1.73M - $1.74M
|
119K
$11.9M
|