Purchases and Sales Made in Q3 2023 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

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 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.89K
New
$590K - $593K
5.89K $590K
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
5.77K
New
$578K - $581K
5.77K $578K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
5.66K
+ 61.29%
$567K - $570K
14.9K $1.49M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
5.64K
+ 67.18%
$565K - $568K
14K $1.41M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.3K
New
$531K - $534K
5.3K $531K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
5.29K
+ 224.84%
$530K - $532K
7.64K $765K
Nov 06, 2023 Q3 2023
Windham Capital Management, LLC

BUY
 -
5.16K
New
$517K - $519K
5.16K $517K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
5.13K
+ 128.31%
$514K - $516K
9.13K $914K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
5.1K
+ 57.11%
$511K - $514K
14K $1.41M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
5.01K
New
$502K - $504K
5.01K $502K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
4.93K
+ 7.75%
$493K - $496K
68.4K $6.86M
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
4.89K
+ 26.94%
$490K - $493K
23.1K $2.31M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.88K
New
$489K - $491K
4.88K $488K
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.86K
+ 47.95%
$487K - $489K
15K $1.5M
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
4.83K
+ 16.32%
$484K - $486K
34.4K $3.45M
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
4.75K
+ 16.15%
$475K - $478K
34.1K $3.42M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
4.73K
New
$474K - $476K
4.73K $473K
Nov 14, 2023 Q3 2023
Clayton Partners LLC

Berkeley, CA
BUY
 -
4.72K
+ 5.07%
$473K - $475K
97.9K $9.81M
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
4.7K
New
$471K - $473K
4.7K $470K
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
4.69K
+ 7.27%
$470K - $472K
69.2K $6.93M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4.62K
New
$463K - $465K
4.62K $462K
Nov 02, 2023 Q3 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
4.6K
+ 10.93%
$461K - $463K
46.7K $4.67M
Oct 10, 2023 Q3 2023
Bts Asset Management, Inc.

BUY
 -
4.47K
New
$448K - $450K
4.47K $448K
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
4.29K
New
$430K - $432K
4.29K $430K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
4.23K
New
$423K - $425K
4.23K $423K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
4.18K
+ 108.91%
$419K - $421K
8.02K $803K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
4.09K
+ 22.75%
$410K - $412K
22.1K $2.21M
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
4.05K
New
$406K - $408K
4.05K $406K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
4.02K
+ 147.54%
$403K - $405K
6.74K $675K
Nov 13, 2023 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
4.01K
+ 16.0%
$402K - $403K
29K $2.91M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.99K
+ 88.62%
$400K - $401K
8.49K $850K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
3.94K
New
$395K - $397K
3.94K $395K
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
3.91K
+ 2.18%
$392K - $394K
183K $18.4M
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
3.88K
+ 67.63%
$389K - $391K
9.62K $964K
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
3.88K
+ 11.31%
$389K - $391K
38.2K $3.83M
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
3.76K
New
$377K - $379K
3.76K $377K
Nov 07, 2023 Q3 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
3.72K
New
$373K - $374K
3.72K $372K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.65K
+ 0.6%
$365K - $367K
616K $61.7M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.62K
New
$363K - $364K
3.62K $362K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.61K
+ 17.73%
$362K - $364K
24K $2.4M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
3.58K
New
$358K - $360K
3.58K $358K
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
3.4K
New
$340K - $342K
3.4K $340K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.35K
+ 88.33%
$335K - $337K
7.13K $715K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.33K
+ 14.98%
$334K - $335K
25.6K $2.56M
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
3.23K
New
$324K - $325K
3.23K $324K
Nov 14, 2023 Q3 2023
Sprott Inc.

Toronto, A6
BUY
 -
3.22K
New
$322K - $324K
3.22K $322K
Nov 13, 2023 Q3 2023
Mckinley Capital Management LLC

BUY
 -
3.1K
+ 57.01%
$311K - $312K
8.55K $856K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
3.04K
New
$304K - $306K
3.04K $304K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
2.86K
+ 21.6%
$286K - $288K
16.1K $1.61M

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