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 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$282K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.8K+ 414.67% |
$280K - $282K
|
3.47K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.79KNew |
$280K - $281K
|
2.79K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.75KNew |
$276K - $277K
|
2.75K
$275K
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.71KNew |
$272K - $273K
|
2.71K
$272K
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
2.66K+ 49.97% |
$267K - $268K
|
8K
$801K
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.66KNew |
$266K - $267K
|
2.66K
$266K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.63KNew |
$263K - $264K
|
2.63K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.62KNew |
$263K - $264K
|
2.62K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.57KNew |
$257K - $259K
|
2.57K
$257K
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.49KNew |
$249K - $250K
|
2.49K
$249K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$245K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.4KNew |
$241K - $242K
|
2.4K
$241K
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.38KNew |
$239K - $240K
|
2.38K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.36K+ 78.6% |
$236K - $237K
|
5.36K
$537K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.34KNew |
$235K - $236K
|
2.34K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.33KNew |
$234K - $235K
|
2.33K
$234K
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.28KNew |
$228K - $229K
|
2.28K
$228K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.25KNew |
$225K - $227K
|
2.25K
$225K
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.22KNew |
$223K - $224K
|
2.22K
$223K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$220K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.15KNew |
$215K - $216K
|
2.15K
$215K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.1K+ 75.11% |
$210K - $211K
|
4.9K
$490K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.08KNew |
$209K - $209K
|
2.08K
$208K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.06KNew |
$206K - $207K
|
2.06K
$206K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.04KNew |
$204K - $205K
|
2.04K
$204K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03KNew |
$203K - $204K
|
2.03K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$200K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$200K - $201K
|
1.99K
$200K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.88K+ 3.2% |
$189K - $190K
|
60.8K
$6.09M
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.82K+ 18.72% |
$183K - $183K
|
11.6K
$1.16M
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.82K+ 69.39% |
$182K - $183K
|
4.44K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.79KNew |
$180K - $181K
|
1.79K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 1.14% |
$170K - $170K
|
150K
$15M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.64K+ 39.42% |
$165K - $166K
|
5.81K
$582K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.54K+ 0.71% |
$154K - $155K
|
219K
$21.9M
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 56.16% |
$151K - $152K
|
4.19K
$419K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.49KNew |
$149K - $150K
|
1.49K
$149K
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.46K+ 50.38% |
$147K - $147K
|
4.37K
$437K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.37K+ 22.84% |
$137K - $138K
|
7.36K
$737K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.34K+ 51.65% |
$135K - $135K
|
3.94K
$395K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.25K+ 21.93% |
$125K - $126K
|
6.95K
$696K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.25K+ 2.81% |
$125K - $125K
|
45.6K
$4.56M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.21K+ 31.07% |
$121K - $121K
|
5.08K
$509K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$117K - $117K
|
1.17K
$117K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.16K+ 31.18% |
$116K - $117K
|
4.88K
$489K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 17.89% |
$113K - $113K
|
7.42K
$743K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.12K+ 40.06% |
$113K - $113K
|
3.93K
$394K
|