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
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 4.55% |
$328K - $329K
|
75.1K
$7.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.22KNew |
$323K - $325K
|
3.22K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.21KNew |
$322K - $324K
|
3.21K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.21K+ 29.43% |
$322K - $323K
|
14.1K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$317K - $318K
|
3.16K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.09KNew |
$310K - $311K
|
3.09K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.01K+ 71.33% |
$302K - $303K
|
7.22K
$723K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.96K+ 13.73% |
$296K - $298K
|
24.5K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$290K - $291K
|
2.89K
$289K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.89K+ 9.37% |
$290K - $291K
|
33.7K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.84KNew |
$285K - $286K
|
2.84K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.83KNew |
$284K - $285K
|
2.83K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.83K+ 4038.57% |
$284K - $285K
|
2.9K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 60.76% |
$282K - $283K
|
7.44K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8K+ 0.73% |
$280K - $282K
|
385K
$38.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.77K+ 30.98% |
$278K - $279K
|
11.7K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.7KNew |
$271K - $272K
|
2.7K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$265K - $266K
|
2.64K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.54K+ 74.54% |
$254K - $255K
|
5.94K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.53K+ 15.63% |
$254K - $255K
|
18.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.49K+ 2.85% |
$249K - $251K
|
89.8K
$8.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.46K+ 23.13% |
$246K - $247K
|
13.1K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.35K+ 3.07% |
$236K - $237K
|
79K
$7.92M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.32K+ 20.5% |
$232K - $233K
|
13.6K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.3K+ 15.16% |
$231K - $232K
|
17.5K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.3K+ 118.86% |
$231K - $232K
|
4.24K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.24KNew |
$225K - $226K
|
2.24K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$224K - $225K
|
2.24K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.21K+ 4.9% |
$221K - $222K
|
47.3K
$4.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$221K - $222K
|
2.2K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.16K+ 9.44% |
$217K - $218K
|
25.1K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$216K - $217K
|
2.16K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.14K+ 6.9% |
$214K - $215K
|
33.1K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.11K+ 21.04% |
$212K - $212K
|
12.1K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$209K - $210K
|
2.08K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.02K+ 2.3% |
$203K - $204K
|
89.9K
$9.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.02KNew |
$203K - $203K
|
2.02K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$201K - $202K
|
2K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.99KNew |
$200K - $200K
|
1.99K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 3.44% |
$189K - $190K
|
56.8K
$5.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.77K+ 14.2% |
$177K - $178K
|
14.2K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 2.45% |
$170K - $170K
|
70.7K
$7.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 3.17% |
$165K - $166K
|
53.7K
$5.38M
|