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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
71.2K+ 149.49% |
$7.14M - $7.17M
|
119K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
70.3K+ 25.23% |
$7.05M - $7.08M
|
349K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
70.1K+ 175.25% |
$7.04M - $7.07M
|
110K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70.1K+ 20.02% |
$7.04M - $7.07M
|
421K
$42.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
68.9K+ 4.31% |
$6.91M - $6.94M
|
1.67M
$167M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
67.9K+ 2065.37% |
$6.81M - $6.84M
|
71.2K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
67.3K+ 31.74% |
$6.75M - $6.78M
|
279K
$28M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
66.9K+ 36.48% |
$6.71M - $6.74M
|
250K
$25.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
65.8KNew |
$6.6M - $6.63M
|
65.8K
$6.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65.3K+ 287.29% |
$6.55M - $6.58M
|
88.1K
$8.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
64K+ 182.37% |
$6.42M - $6.45M
|
99.1K
$9.93M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.5K+ 3041.19% |
$6.37M - $6.4M
|
65.6K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.9K+ 21.72% |
$6.11M - $6.14M
|
341K
$34.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52.6K+ 6.76% |
$5.28M - $5.3M
|
830K
$83.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
52K+ 738.79% |
$5.21M - $5.24M
|
59K
$5.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
50.5KNew |
$5.06M - $5.08M
|
50.5K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
50.3K+ 35.77% |
$5.04M - $5.07M
|
191K
$19.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
48.2K+ 227.05% |
$4.84M - $4.86M
|
69.5K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 6.09% |
$4.75M - $4.78M
|
826K
$82.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46.7K+ 8.94% |
$4.68M - $4.7M
|
568K
$56.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
45.8K+ 9.05% |
$4.59M - $4.61M
|
552K
$55.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
44.9K+ 21.88% |
$4.51M - $4.53M
|
250K
$25.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
44.6K+ 119.75% |
$4.48M - $4.5M
|
81.9K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ursa Fund Management, LLC
|
BUY
|
- |
43.3K+ 32.31% |
$4.34M - $4.36M
|
177K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
41.2KNew |
$4.14M - $4.15M
|
41.2K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41K+ 390.16% |
$4.11M - $4.13M
|
51.5K
$5.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
40.5K+ 26.14% |
$4.06M - $4.08M
|
195K
$19.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 11.81% |
$3.94M - $3.96M
|
372K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.9K+ 12.71% |
$3.91M - $3.92M
|
345K
$34.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
38.5K+ 393.58% |
$3.86M - $3.88M
|
48.2K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
38.3K+ 29.6% |
$3.85M - $3.86M
|
168K
$16.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
35.2KNew |
$3.53M - $3.55M
|
35.2K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
34.5K+ 23.34% |
$3.46M - $3.47M
|
182K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
32.5K+ 14.61% |
$3.26M - $3.28M
|
255K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.3KNew |
$3.24M - $3.26M
|
32.3K
$3.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
32.2K+ 8.43% |
$3.23M - $3.25M
|
415K
$41.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32.1K+ 47.38% |
$3.22M - $3.23M
|
99.8K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32K+ 12.67% |
$3.21M - $3.23M
|
285K
$28.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.5K+ 44.95% |
$3.16M - $3.17M
|
102K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.4K+ 820.85% |
$3.15M - $3.16M
|
35.2K
$3.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31.2K+ 118.23% |
$3.13M - $3.14M
|
57.5K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
30.9K+ 91.22% |
$3.09M - $3.11M
|
64.7K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
28.8K+ 59.64% |
$2.89M - $2.9M
|
77.2K
$7.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28.7K+ 23.32% |
$2.87M - $2.89M
|
152K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.6K+ 284.2% |
$2.87M - $2.88M
|
38.6K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.2K+ 1137.87% |
$2.82M - $2.84M
|
30.6K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1KNew |
$2.82M - $2.83M
|
28.1K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
28K+ 33.58% |
$2.81M - $2.82M
|
111K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28K+ 115.03% |
$2.81M - $2.82M
|
52.3K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
27.9KNew |
$2.8M - $2.81M
|
27.9K
$2.8M
|