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 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 1.46% |
$166K - $167K
|
112K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.79K- 12.63% |
$179K - $180K
|
12.4K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.87K- 30.07% |
$187K - $188K
|
4.34K
$435K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.87K- 10.35% |
$187K - $188K
|
16.2K
$1.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.87K- 10.37% |
$187K - $188K
|
16.2K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.94% |
$189K - $190K
|
46K
$4.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.92K- 1.87% |
$192K - $193K
|
101K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.04K- 6.65% |
$204K - $205K
|
28.6K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.68K- 30.14% |
$268K - $270K
|
6.21K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 69.72% |
$288K - $289K
|
1.25K
$125K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.88K- 2.34% |
$289K - $290K
|
120K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-3.08K- 32.11% |
$309K - $310K
|
6.51K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.09K- 7.84% |
$309K - $311K
|
36.3K
$3.64M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.34K- 23.59% |
$335K - $336K
|
10.8K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.38K- 57.1% |
$339K - $340K
|
2.54K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.38K- 16.03% |
$339K - $340K
|
17.7K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.47K- 58.32% |
$348K - $349K
|
2.48K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.51K- 15.8% |
$351K - $353K
|
18.7K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.81K- 45.28% |
$381K - $383K
|
4.6K
$461K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.86K- 2.58% |
$387K - $389K
|
146K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.96K- 4.45% |
$397K - $399K
|
85.1K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.19K- 57.39% |
$420K - $422K
|
3.11K
$312K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-4.58K- 42.54% |
$459K - $461K
|
6.19K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.68K- 64.83% |
$469K - $472K
|
2.54K
$255K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.9K- 23.27% |
$491K - $494K
|
16.2K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.94K- 25.75% |
$495K - $497K
|
14.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.45K- 8.17% |
$546K - $548K
|
61.2K
$6.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-5.73K- 6.76% |
$574K - $577K
|
79.1K
$7.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.95K- 36.44% |
$596K - $599K
|
10.4K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7K- 18.33% |
$701K - $704K
|
31.2K
$3.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-7.13K- 21.44% |
$715K - $718K
|
26.1K
$2.62M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7.29K- 96.06% |
$731K - $734K
|
299
$29.9K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.51K- 50.35% |
$752K - $756K
|
7.4K
$742K
|
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-8.18K- 0.63% |
$819K - $823K
|
1.3M
$130M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-8.38K- 43.34% |
$840K - $844K
|
11K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.18K- 5.42% |
$920K - $924K
|
160K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-9.64K- 7.34% |
$966K - $971K
|
122K
$12.2M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-10.3K- 3.37% |
$1.04M - $1.04M
|
296K
$29.7M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11.2K- 6.67% |
$1.12M - $1.13M
|
157K
$15.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.8K- 64.03% |
$1.18M - $1.19M
|
6.64K
$665K
|
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-12.6K- 1.6% |
$1.26M - $1.27M
|
774K
$77.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12.7K- 30.42% |
$1.27M - $1.28M
|
29.1K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-13.1K- 2.87% |
$1.31M - $1.32M
|
443K
$44.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-13.1K- 50.12% |
$1.32M - $1.32M
|
13.1K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.4K- 27.59% |
$1.34M - $1.35M
|
35.1K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.5K- 18.71% |
$1.35M - $1.36M
|
58.7K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.5K- 47.01% |
$1.45M - $1.46M
|
16.3K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.9K- 30.03% |
$1.49M - $1.5M
|
34.8K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17.1K- 5.56% |
$1.71M - $1.72M
|
290K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 9.04% |
$1.96M - $1.97M
|
197K
$19.8M
|