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 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30+ 0.59% |
$3.01K - $3.02K
|
5.15K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
27+ 0.54% |
$2.71K - $2.72K
|
4.98K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 5.81% |
$2.51K - $2.52K
|
455
$45.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
24+ 0.48% |
$2.4K - $2.42K
|
4.99K
$499K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.7K - $1.71K
|
17
$1.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 1.67% |
$1.2K - $1.21K
|
730
$73.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.03% |
$401 - $403
|
13.3K
$1.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6- 0.05% |
$601 - $604
|
12.4K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.09% |
$701 - $705
|
8.03K
$805K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7- 0.23% |
$701 - $705
|
3.04K
$304K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 0.88% |
$3.31K - $3.32K
|
3.71K
$371K
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-36- 0.26% |
$3.61K - $3.62K
|
13.6K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-46- 2.16% |
$4.61K - $4.63K
|
2.09K
$209K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-111- 0.04% |
$11.1K - $11.2K
|
268K
$26.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-121- 62.05% |
$12.1K - $12.2K
|
74
$7.41K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-135- 3.71% |
$13.5K - $13.6K
|
3.5K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-147- 16.39% |
$14.7K - $14.8K
|
750
$75.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-160- 0.41% |
$16K - $16.1K
|
38.9K
$3.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-212- 1.81% |
$21.2K - $21.3K
|
11.5K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-257- 0.5% |
$25.8K - $25.9K
|
51K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 0.81% |
$29.9K - $30K
|
36.6K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-334- 0.59% |
$33.5K - $33.6K
|
56.2K
$5.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-366- 2.2% |
$36.7K - $36.8K
|
16.2K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-376- 8.02% |
$37.7K - $37.9K
|
4.32K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-394- 12.44% |
$39.5K - $39.7K
|
2.77K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-398- 0.61% |
$39.9K - $40.1K
|
65.1K
$6.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-445- 1.12% |
$44.6K - $44.8K
|
39.4K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-447- 10.62% |
$44.8K - $45K
|
3.76K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-452- 1.23% |
$45.3K - $45.5K
|
36.4K
$3.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-480- 8.03% |
$48.1K - $48.3K
|
5.5K
$550K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-529- 6.76% |
$53K - $53.3K
|
7.3K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-544- 4.11% |
$54.5K - $54.8K
|
12.7K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-611- 8.42% |
$61.2K - $61.5K
|
6.65K
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-663- 2.71% |
$66.4K - $66.7K
|
23.8K
$2.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-692- 4.78% |
$69.3K - $69.7K
|
13.8K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-769- 23.64% |
$77.1K - $77.4K
|
2.48K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-812- 4.21% |
$81.4K - $81.7K
|
18.5K
$1.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-835- 2.21% |
$83.7K - $84.1K
|
37K
$3.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-838- 1.71% |
$84K - $84.4K
|
48.3K
$4.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-885- 9.4% |
$88.7K - $89.1K
|
8.53K
$854K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.3K- 19.27% |
$131K - $131K
|
5.46K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.39K- 33.1% |
$140K - $140K
|
2.82K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.43K- 6.46% |
$143K - $144K
|
20.6K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.43K- 11.52% |
$143K - $144K
|
11K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.44K- 1.81% |
$144K - $145K
|
78K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.46K- 35.78% |
$147K - $147K
|
2.63K
$263K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.71% |
$150K - $151K
|
38.9K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.57K- 28.28% |
$158K - $158K
|
3.99K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.59K- 12.05% |
$160K - $160K
|
11.6K
$1.16M
|