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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.85KNew |
$687K - $690K
|
6.85K
$686K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.38K+ 3.66% |
$639K - $642K
|
181K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.27K+ 108.22% |
$629K - $631K
|
12.1K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.2KNew |
$622K - $624K
|
6.2K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.97K+ 25.94% |
$598K - $601K
|
29K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5.96KNew |
$598K - $601K
|
5.96K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.91K+ 2.2% |
$593K - $595K
|
274K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.76KNew |
$578K - $581K
|
5.76K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.71K+ 6.14% |
$573K - $575K
|
98.7K
$9.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.69K+ 6.38% |
$571K - $573K
|
94.9K
$9.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.53K+ 90.01% |
$555K - $557K
|
11.7K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
5.5K+ 10.26% |
$551K - $554K
|
59.1K
$5.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$551K - $554K
|
5.5K
$550K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.48KNew |
$550K - $552K
|
5.48K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.47K+ 1286.82% |
$549K - $551K
|
5.89K
$590K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.28KNew |
$529K - $531K
|
5.28K
$528K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.21K+ 4.14% |
$523K - $525K
|
131K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.09K+ 6.24% |
$511K - $513K
|
86.7K
$8.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
5.03K+ 31.05% |
$505K - $507K
|
21.2K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5K+ 6.1% |
$502K - $504K
|
87K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.94K+ 28.22% |
$495K - $497K
|
22.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79KNew |
$480K - $482K
|
4.79K
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4.69KNew |
$470K - $472K
|
4.69K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
4.58KNew |
$460K - $462K
|
4.58K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 185.1% |
$458K - $460K
|
7.04K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 55.54% |
$454K - $456K
|
12.7K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
4.47K+ 11.35% |
$448K - $450K
|
43.8K
$4.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.43K+ 69.54% |
$444K - $446K
|
10.8K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.41K+ 90.54% |
$442K - $444K
|
9.27K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.28KNew |
$429K - $431K
|
4.28K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.21K+ 66.62% |
$423K - $425K
|
10.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$415K - $417K
|
4.14K
$415K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 4.99% |
$405K - $407K
|
85K
$8.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.98K+ 78.53% |
$400K - $401K
|
9.06K
$907K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.85K+ 176.13% |
$386K - $387K
|
6.03K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.75KNew |
$377K - $378K
|
3.75K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 7354.9% |
$376K - $378K
|
3.8K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.75KNew |
$376K - $377K
|
3.75K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 74.65% |
$371K - $373K
|
8.65K
$867K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 14.5% |
$367K - $369K
|
28.9K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.65K+ 1.85% |
$366K - $368K
|
201K
$20.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.58KNew |
$359K - $361K
|
3.58K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 159.48% |
$359K - $361K
|
5.83K
$584K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.48K+ 2.37% |
$349K - $350K
|
150K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.47KNew |
$348K - $349K
|
3.47K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.46K+ 7.23% |
$347K - $348K
|
51.3K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$341K - $342K
|
3.4K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.39K+ 9.68% |
$340K - $342K
|
38.5K
$3.85M
|