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 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3K+ 73.06% |
$2.74M - $2.75M
|
64.6K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.9K+ 4.78% |
$2.7M - $2.71M
|
591K
$59.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
26.6KNew |
$2.67M - $2.68M
|
26.6K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
25.8K+ 135.78% |
$2.59M - $2.6M
|
44.9K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 3.66% |
$2.49M - $2.5M
|
703K
$70.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 15.35% |
$2.47M - $2.48M
|
185K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
24.6K+ 71.56% |
$2.46M - $2.47M
|
58.9K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.9K+ 10.98% |
$2.39M - $2.4M
|
241K
$24.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23.7K+ 183.36% |
$2.38M - $2.39M
|
36.6K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 81.67% |
$2.33M - $2.34M
|
51.8K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 4.32% |
$2.31M - $2.32M
|
555K
$55.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.6K+ 60.34% |
$2.27M - $2.28M
|
60.2K
$6.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
22.3K+ 31.44% |
$2.24M - $2.25M
|
93.3K
$9.34M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21.4K+ 736.33% |
$2.15M - $2.16M
|
24.3K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 2.26% |
$2.11M - $2.12M
|
954K
$95.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 310.62% |
$2.1M - $2.11M
|
27.7K
$2.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.9KNew |
$2.09M - $2.1M
|
20.9K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 11.36% |
$2.03M - $2.04M
|
199K
$19.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19.8K+ 10.3% |
$1.99M - $2M
|
213K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.4K+ 51.92% |
$1.94M - $1.95M
|
56.7K
$5.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
19.3KNew |
$1.94M - $1.95M
|
19.3K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.2K+ 36.99% |
$1.92M - $1.93M
|
71.1K
$7.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 27.9% |
$1.92M - $1.93M
|
87.9K
$8.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
18KNew |
$1.8M - $1.81M
|
18K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18K+ 209.74% |
$1.8M - $1.81M
|
26.5K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.77M - $1.78M
|
17.6K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17.5K+ 13.59% |
$1.75M - $1.76M
|
146K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.3K+ 9.65% |
$1.73M - $1.74M
|
196K
$19.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17.1K+ 195.55% |
$1.72M - $1.73M
|
25.9K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 11.31% |
$1.71M - $1.72M
|
168K
$16.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.9KNew |
$1.7M - $1.71M
|
16.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.8K+ 102.96% |
$1.69M - $1.7M
|
33.2K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$1.69M - $1.7M
|
16.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.4K+ 466.0% |
$1.65M - $1.65M
|
19.9K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 16.98% |
$1.64M - $1.64M
|
112K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
15.8KNew |
$1.59M - $1.59M
|
15.8K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
15.7K+ 101.21% |
$1.58M - $1.58M
|
31.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
15.2KNew |
$1.52M - $1.53M
|
15.2K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$1.5M - $1.51M
|
15K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14.7K+ 56.3% |
$1.48M - $1.49M
|
40.9K
$4.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
14K+ 7.64% |
$1.4M - $1.41M
|
197K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.5K+ 17.6% |
$1.36M - $1.36M
|
90.4K
$9.06M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.4K+ 12.92% |
$1.35M - $1.35M
|
118K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.3KNew |
$1.34M - $1.34M
|
13.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.3K+ 139.58% |
$1.34M - $1.34M
|
22.9K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 42.8% |
$1.32M - $1.33M
|
44K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.1K+ 199.12% |
$1.31M - $1.32M
|
19.7K
$1.97M
|