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 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17.1KNew |
$1.71M - $1.72M
|
17.1K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
16.9K+ 15.16% |
$1.69M - $1.7M
|
128K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
16.9K+ 20.69% |
$1.69M - $1.7M
|
98.3K
$9.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 44.04% |
$1.68M - $1.69M
|
55K
$5.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.1K+ 65.32% |
$1.61M - $1.62M
|
40.8K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
16KNew |
$1.6M - $1.61M
|
16K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15.7KNew |
$1.57M - $1.58M
|
15.7K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.4K+ 293.19% |
$1.54M - $1.55M
|
20.6K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.1K+ 113.64% |
$1.51M - $1.52M
|
28.4K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Nov 16, 2023
Q3 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
14.6K+ 11.03% |
$1.46M - $1.47M
|
147K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 17.89% |
$1.46M - $1.46M
|
95.9K
$9.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.7KNew |
$1.38M - $1.38M
|
13.7K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.6K+ 49.08% |
$1.37M - $1.37M
|
41.4K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.3K+ 78.5% |
$1.33M - $1.34M
|
30.2K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
12.7K+ 45.47% |
$1.27M - $1.28M
|
40.6K
$4.07M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.7K+ 274.49% |
$1.27M - $1.28M
|
17.3K
$1.73M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.3K+ 144.07% |
$1.23M - $1.24M
|
20.9K
$2.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.4K+ 46.12% |
$1.14M - $1.15M
|
36.2K
$3.62M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 104.64% |
$1.13M - $1.14M
|
22.1K
$2.22M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
11.2K+ 31.39% |
$1.12M - $1.12M
|
46.7K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.1K+ 17.43% |
$1.11M - $1.11M
|
74.6K
$7.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
11.1K+ 197.61% |
$1.11M - $1.11M
|
16.7K
$1.67M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10K+ 52.59% |
$1M - $1.01M
|
29K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.87KNew |
$989K - $994K
|
9.87K
$989K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.39K+ 3.72% |
$941K - $946K
|
262K
$26.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.18K+ 101.67% |
$920K - $924K
|
18.2K
$1.82M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.11K+ 264.52% |
$913K - $917K
|
12.6K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.06KNew |
$908K - $912K
|
9.06K
$908K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9K+ 134.58% |
$902K - $906K
|
15.7K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.43KNew |
$845K - $849K
|
8.43K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.36K+ 34.3% |
$838K - $842K
|
32.7K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
8.35KNew |
$837K - $841K
|
8.35K
$837K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
8.3KNew |
$832K - $836K
|
8.3K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.25K+ 9.43% |
$826K - $830K
|
95.7K
$9.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.14K+ 8.8% |
$816K - $820K
|
101K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.08KNew |
$809K - $813K
|
8.08K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.95K+ 15.4% |
$796K - $800K
|
59.6K
$5.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
7.95K+ 140.23% |
$796K - $800K
|
13.6K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.82K+ 7.11% |
$783K - $787K
|
118K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 227.53% |
$778K - $781K
|
11.2K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.34KNew |
$736K - $739K
|
7.34K
$735K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.29K+ 103.0% |
$730K - $734K
|
14.4K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.27KNew |
$729K - $732K
|
7.27K
$728K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
6.64KNew |
$666K - $669K
|
6.64K
$665K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
6.63KNew |
$664K - $668K
|
6.63K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.61K+ 53.95% |
$663K - $666K
|
18.9K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.31K+ 19.92% |
$632K - $635K
|
38K
$3.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6.18KNew |
$619K - $622K
|
6.18K
$618K
|