Purchases and Sales Made in Q3 2024 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 2024. 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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
720K+ 61.2% |
$72.2M - $72.5M
|
1.9M
$190M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
616K+ 110.32% |
$61.8M - $62.1M
|
1.17M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
590K+ 13.39% |
$59.1M - $59.4M
|
4.99M
$500M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
500KNew |
$50.2M - $50.4M
|
500K
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
436K+ 275.19% |
$43.7M - $43.9M
|
594K
$59.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
435K+ 73.23% |
$43.7M - $43.9M
|
1.03M
$103M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
411KNew |
$41.3M - $41.4M
|
411K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
402K+ 60.75% |
$40.3M - $40.5M
|
1.06M
$107M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
387K+ 180.66% |
$38.8M - $39M
|
601K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
364K+ 57.09% |
$36.5M - $36.7M
|
1M
$100M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
363K+ 40.31% |
$36.4M - $36.6M
|
1.26M
$127M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
265K+ 216.06% |
$26.6M - $26.7M
|
387K
$38.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
255K+ 53.24% |
$25.6M - $25.7M
|
734K
$73.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
213KNew |
$21.3M - $21.4M
|
213K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212KNew |
$21.2M - $21.3M
|
212K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
211K+ 44.25% |
$21.1M - $21.2M
|
686K
$68.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
195K+ 478.33% |
$19.5M - $19.6M
|
236K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
193K+ 25.35% |
$19.3M - $19.4M
|
954K
$95.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
186K+ 37.48% |
$18.7M - $18.8M
|
683K
$68.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
184K+ 1503.5% |
$18.5M - $18.6M
|
197K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
184K+ 132.55% |
$18.4M - $18.5M
|
322K
$32.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
179KNew |
$17.9M - $18M
|
179K
$17.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
171K+ 1201.84% |
$17.1M - $17.2M
|
185K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153K+ 27.03% |
$15.4M - $15.4M
|
720K
$72.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
152K+ 9.07% |
$15.2M - $15.3M
|
1.83M
$183M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
151KNew |
$15.2M - $15.2M
|
151K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
150K+ 751.56% |
$15M - $15.1M
|
170K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
148K+ 20.95% |
$14.9M - $15M
|
857K
$85.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
145K+ 598.95% |
$14.5M - $14.6M
|
169K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
138K+ 231.62% |
$13.8M - $13.9M
|
197K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
135KNew |
$13.6M - $13.6M
|
135K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 4.55% |
$13.2M - $13.3M
|
3.03M
$303M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
125K+ 517.45% |
$12.5M - $12.6M
|
149K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
118KNew |
$11.9M - $11.9M
|
118K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 8.45% |
$11.4M - $11.5M
|
1.46M
$146M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
112K+ 2995.01% |
$11.2M - $11.2M
|
115K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
109K+ 73.15% |
$10.9M - $10.9M
|
257K
$25.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
106K+ 41.02% |
$10.6M - $10.7M
|
363K
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
102KNew |
$10.3M - $10.3M
|
102K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
102K+ 7.5% |
$10.3M - $10.3M
|
1.47M
$147M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$10.3M - $10.3M
|
102K
$10.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102K+ 16.94% |
$10.2M - $10.3M
|
703K
$70.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.2K+ 12.88% |
$9.75M - $9.79M
|
852K
$85.3M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
91.3K+ 41.98% |
$9.15M - $9.2M
|
309K
$30.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
87K+ 54.76% |
$8.73M - $8.77M
|
246K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
85.3K+ 30.08% |
$8.55M - $8.59M
|
369K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
83.3K+ 10.33% |
$8.36M - $8.4M
|
890K
$89.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
79.5K+ 441.15% |
$7.97M - $8.01M
|
97.5K
$9.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
75.4K+ 149.4% |
$7.56M - $7.6M
|
126K
$12.6M
|