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
|
Kingfisher Capital LLC
|
BUY
|
- |
13K+ 632.91% |
$1.3M - $1.31M
|
15.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 34.73% |
$1.25M - $1.25M
|
48.2K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12K+ 163.82% |
$1.2M - $1.21M
|
19.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$1.19M - $1.2M
|
11.9K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
11.6K+ 34.48% |
$1.17M - $1.17M
|
45.4K
$4.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.5KNew |
$1.16M - $1.16M
|
11.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 4.28% |
$1.16M - $1.16M
|
281K
$28.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.5KNew |
$1.15M - $1.16M
|
11.5K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3K+ 51.23% |
$1.14M - $1.14M
|
33.4K
$3.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 35.02% |
$1.12M - $1.13M
|
43.2K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
11.2KNew |
$1.12M - $1.13M
|
11.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11.1K+ 158.3% |
$1.11M - $1.12M
|
18.1K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.9K+ 349.41% |
$1.1M - $1.1M
|
14K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2K+ 15.45% |
$1.02M - $1.03M
|
76.3K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.1K+ 152.08% |
$1.01M - $1.02M
|
16.8K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
10K+ 220.78% |
$1.01M - $1.01M
|
14.6K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.99KNew |
$1M - $1.01M
|
9.99K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.9KNew |
$992K - $997K
|
9.9K
$991K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.47KNew |
$950K - $954K
|
9.47K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.12K+ 2.92% |
$915K - $919K
|
321K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.89K+ 12.92% |
$892K - $896K
|
77.8K
$7.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.7K+ 0.73% |
$873K - $876K
|
1.2M
$120M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.41K+ 10.17% |
$843K - $847K
|
91.1K
$9.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.4K+ 44.29% |
$843K - $846K
|
27.4K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.4K+ 1078.31% |
$843K - $846K
|
9.18K
$919K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.37K+ 87.56% |
$839K - $843K
|
17.9K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.36K+ 6.72% |
$838K - $842K
|
133K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.32KNew |
$835K - $838K
|
8.32K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.22K+ 32.13% |
$824K - $828K
|
33.8K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
8.19K+ 79.27% |
$822K - $825K
|
18.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$807K - $811K
|
8.05K
$806K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
8.02K+ 4.81% |
$805K - $808K
|
175K
$17.5M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.66K+ 16.83% |
$768K - $772K
|
53.2K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
7.6K+ 63.03% |
$763K - $766K
|
19.7K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.59KNew |
$761K - $765K
|
7.59K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7.47KNew |
$749K - $752K
|
7.47K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
7.46K+ 39.86% |
$748K - $752K
|
26.2K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.45K+ 5.81% |
$747K - $751K
|
136K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
7.35K+ 70.66% |
$737K - $741K
|
17.8K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.34K+ 22.92% |
$736K - $739K
|
39.3K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.23K+ 12.2% |
$725K - $728K
|
66.5K
$6.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.05K+ 22.69% |
$707K - $710K
|
38.1K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.04K+ 53.05% |
$706K - $709K
|
20.3K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.99KNew |
$701K - $704K
|
6.99K
$700K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.92K+ 5.21% |
$694K - $697K
|
140K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.85K+ 111.49% |
$687K - $690K
|
13K
$1.3M
|