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
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.11K
+ 16.05%
$112K - $112K
8.05K $806K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.08K
New
$108K - $109K
1.08K $108K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.06K
+ 1410.67%
$106K - $107K
1.13K $113K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.06K
+ 1410.67%
$106K - $107K
1.13K $113K
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
1.06K
+ 2.21%
$106K - $106K
48.9K $4.9M
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
1.01K
+ 7761.54%
$101K - $102K
1.02K $102K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
1K
New
$100K - $101K
1K $100K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
885
New
$88.7K - $89.1K
885 $88.6K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
852
+ 14.32%
$85.4K - $85.8K
6.8K $681K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
800
New
$80.2K - $80.5K
800 $80.1K
Oct 10, 2023 Q3 2023
Capitol Family Office, Inc.

BUY
 -
750
+ 21.78%
$75.2K - $75.5K
4.19K $420K
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
709
+ 1.36%
$71K - $71.4K
52.8K $5.29M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
697
+ 4.87%
$69.8K - $70.2K
15K $1.5M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
665
+ 1.14%
$66.6K - $66.9K
58.8K $5.89M
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
590
+ 275.7%
$59.1K - $59.4K
804 $80.5K
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
554
New
$55.5K - $55.8K
554 $55.5K
Nov 07, 2023 Q3 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
457
+ 1.35%
$45.8K - $46K
34.3K $3.43M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
414
+ 8.36%
$41.5K - $41.7K
5.36K $537K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
375
New
$37.6K - $37.8K
375 $37.6K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
352
+ 4.03%
$35.3K - $35.4K
9.08K $910K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
317
New
$31.8K - $31.9K
317 $31.8K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
297
+ 112.08%
$29.8K - $29.9K
562 $56.3K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
229
+ 0.91%
$22.9K - $23.1K
25.4K $2.55M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
223
+ 474.47%
$22.3K - $22.4K
270 $27K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
214
+ 0.78%
$21.4K - $21.5K
27.5K $2.76M
Oct 20, 2023 Q3 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
196
+ 7.84%
$19.6K - $19.7K
2.7K $270K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
173
+ 3.39%
$17.3K - $17.4K
5.28K $529K
Oct 23, 2023 Q3 2023
Boyd Watterson Asset Management LLC

BUY
 -
171
+ 8.26%
$17.1K - $17.2K
2.24K $224K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
168
+ 3.46%
$16.8K - $16.9K
5.03K $504K
Oct 16, 2023 Q3 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
144
+ 6.6%
$14.4K - $14.5K
2.33K $233K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
110
+ 11.0%
$11K - $11.1K
1.11K $111K
Oct 27, 2023 Q3 2023
Astoria Portfolio Advisors Llc.

BUY
 -
107
+ 5.2%
$10.7K - $10.8K
2.16K $217K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
100
+ 1.96%
$10K - $10.1K
5.2K $521K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
99
+ 3.31%
$9.92K - $9.97K
3.09K $309K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
80
New
$8.02K - $8.05K
80 $8.01K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
74
+ 3.66%
$7.41K - $7.45K
2.09K $210K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
72
+ 163.64%
$7.21K - $7.25K
116 $11.6K
Nov 03, 2023 Q3 2023
Ade, LLC

BUY
 -
71
+ 0.41%
$7.11K - $7.15K
17.3K $1.73M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
68
+ 0.76%
$6.81K - $6.85K
9K $901K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
61
+ 0.57%
$6.11K - $6.14K
10.7K $1.07M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
60
+ 2.38%
$6.01K - $6.04K
2.58K $259K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
59
+ 40.97%
$5.91K - $5.94K
203 $20.3K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
54
New
$5.41K - $5.44K
54 $5.41K
Oct 16, 2023 Q3 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
47
+ 1.3%
$4.71K - $4.73K
3.66K $366K
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
46
+ 1.14%
$4.61K - $4.63K
4.07K $407K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
43
+ 1.98%
$4.31K - $4.33K
2.22K $222K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
42
+ 0.96%
$4.21K - $4.23K
4.42K $442K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
34
+ 0.71%
$3.41K - $3.42K
4.84K $485K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
32
+ 1.28%
$3.21K - $3.22K
2.54K $255K

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