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 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 62.92% |
$389K - $391K
|
2.29K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.1K- 33.88% |
$411K - $413K
|
8K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.26K- 2.31% |
$427K - $429K
|
180K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-4.27K- 11.67% |
$428K - $430K
|
32.3K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-4.32K- 13.15% |
$433K - $435K
|
28.5K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-4.62K- 42.07% |
$463K - $465K
|
6.36K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.77K- 22.27% |
$479K - $481K
|
16.7K
$1.67M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.1K- 30.63% |
$512K - $514K
|
11.6K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.17K- 50.0% |
$518K - $521K
|
5.17K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.62K- 44.33% |
$564K - $566K
|
7.06K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.04K- 93.81% |
$606K - $609K
|
399
$40K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.05K- 72.72% |
$607K - $610K
|
2.27K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6.09K- 50.88% |
$611K - $614K
|
5.88K
$589K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-6.29K- 9.93% |
$631K - $634K
|
57K
$5.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.41K- 6.28% |
$643K - $646K
|
95.7K
$9.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.78K- 4.4% |
$680K - $683K
|
147K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.81K- 4.54% |
$683K - $686K
|
143K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.84K- 21.13% |
$686K - $689K
|
25.5K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.86K- 3.29% |
$688K - $691K
|
202K
$20.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-6.91K- 11.35% |
$693K - $696K
|
53.9K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.95K- 14.8% |
$697K - $700K
|
40K
$4.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-7.06K- 32.55% |
$708K - $711K
|
14.6K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-7.07K- 49.94% |
$709K - $712K
|
7.09K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.14K- 65.72% |
$716K - $719K
|
3.72K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.2K- 43.88% |
$722K - $725K
|
9.2K
$922K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-7.25K- 82.39% |
$727K - $730K
|
1.55K
$155K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-7.56K- 51.14% |
$758K - $761K
|
7.22K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.9K- 16.34% |
$792K - $796K
|
40.5K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.91K- 31.36% |
$793K - $796K
|
17.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 11.55% |
$797K - $800K
|
60.9K
$6.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-7.96K- 24.32% |
$798K - $802K
|
24.8K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8.68K- 5.43% |
$871K - $875K
|
151K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.23K- 4.32% |
$926K - $930K
|
204K
$20.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.76K- 64.41% |
$979K - $983K
|
5.39K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.4K- 28.68% |
$1.04M - $1.05M
|
25.8K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 61.39% |
$1.1M - $1.1M
|
6.88K
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.1K- 9.82% |
$1.12M - $1.12M
|
102K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-11.7K- 51.09% |
$1.17M - $1.18M
|
11.2K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.8K- 6.9% |
$1.19M - $1.19M
|
160K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.2K- 47.13% |
$1.22M - $1.23M
|
13.7K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 73.79% |
$1.31M - $1.31M
|
4.63K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.4K- 62.33% |
$1.35M - $1.35M
|
8.12K
$814K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-13.7K- 41.69% |
$1.37M - $1.38M
|
19.1K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.3K- 4.48% |
$1.43M - $1.44M
|
304K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6K- 43.72% |
$1.47M - $1.47M
|
18.8K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15.4K- 5.25% |
$1.55M - $1.55M
|
278K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15.5K- 34.26% |
$1.55M - $1.56M
|
29.7K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.6K- 12.14% |
$1.57M - $1.57M
|
113K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.1K- 10.91% |
$1.61M - $1.62M
|
131K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.1K- 62.54% |
$1.62M - $1.62M
|
9.65K
$966K
|