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 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-817- 1.28% |
$81.9K - $82.3K
|
62.9K
$6.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-839- 0.88% |
$84.2K - $84.5K
|
94.9K
$9.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-898- 0.24% |
$90.1K - $90.5K
|
376K
$37.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 13.83% |
$95.8K - $96.2K
|
5.95K
$596K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-970- 2.39% |
$97.3K - $97.7K
|
39.6K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-1K- 22.35% |
$100K - $101K
|
3.48K
$348K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 1.96% |
$104K - $104K
|
51.8K
$5.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.14K- 9.83% |
$114K - $114K
|
10.4K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 9.41% |
$116K - $117K
|
11.2K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.16K- 12.93% |
$117K - $117K
|
7.84K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.18K- 22.54% |
$118K - $118K
|
4.04K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.31K- 1.44% |
$131K - $132K
|
89.4K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 84.66% |
$133K - $134K
|
241
$24.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 32.74% |
$135K - $135K
|
2.76K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.35K- 27.84% |
$135K - $136K
|
3.5K
$351K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.4K- 27.41% |
$140K - $141K
|
3.71K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.59K- 26.24% |
$160K - $160K
|
4.47K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.66K- 10.38% |
$166K - $167K
|
14.3K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 21.23% |
$168K - $169K
|
6.21K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.76K- 23.07% |
$177K - $177K
|
5.87K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.8K- 47.37% |
$181K - $181K
|
2K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.83K- 4.4% |
$184K - $185K
|
39.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 56.3% |
$194K - $195K
|
1.5K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2.09K- 46.18% |
$210K - $211K
|
2.44K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27K- 27.71% |
$228K - $229K
|
5.92K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.32K- 10.41% |
$232K - $233K
|
19.9K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.45K- 1.25% |
$246K - $247K
|
193K
$19.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.45K- 13.87% |
$246K - $247K
|
15.2K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-2.65K- 7.92% |
$265K - $266K
|
30.8K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.66K- 26.45% |
$266K - $268K
|
7.39K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-2.73KClosed |
$273K - $275K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.73K- 10.33% |
$274K - $275K
|
23.7K
$2.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.73K- 6.61% |
$274K - $275K
|
38.6K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.75K- 24.57% |
$276K - $277K
|
8.44K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.75K- 42.73% |
$276K - $277K
|
3.69K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.8K- 4.95% |
$281K - $282K
|
53.8K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.83K- 16.05% |
$284K - $285K
|
14.8K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 7.65% |
$298K - $300K
|
35.9K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.98K- 40.08% |
$299K - $301K
|
4.46K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.06K- 4.54% |
$307K - $308K
|
64.3K
$6.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.16K- 2.25% |
$317K - $318K
|
137K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.22K- 17.84% |
$323K - $324K
|
14.8K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3.3K- 22.1% |
$331K - $332K
|
11.6K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.32K- 68.78% |
$332K - $334K
|
1.51K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.32K- 8.61% |
$333K - $334K
|
35.2K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.38K- 13.74% |
$339K - $341K
|
21.2K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 1.96% |
$357K - $358K
|
178K
$17.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.57K- 9.28% |
$358K - $360K
|
34.9K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.59K- 4.39% |
$360K - $361K
|
78.2K
$7.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.62K- 11.19% |
$363K - $364K
|
28.7K
$2.87M
|