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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.62K+ 22.3% |
$163K - $163K
|
8.9K
$891K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.61K+ 12.66% |
$162K - $162K
|
14.4K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$160K - $160K
|
1.59K
$159K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.54K+ 10.13% |
$154K - $155K
|
16.7K
$1.67M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.53K+ 13.65% |
$154K - $154K
|
12.8K
$1.28M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.44K+ 90.94% |
$144K - $145K
|
3.01K
$302K
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.41K+ 2236.51% |
$141K - $142K
|
1.47K
$147K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.33K+ 15.1% |
$134K - $134K
|
10.2K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 95.45% |
$133K - $133K
|
2.71K
$271K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.32K+ 12.53% |
$132K - $132K
|
11.8K
$1.18M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.28K+ 61.57% |
$128K - $129K
|
3.36K
$336K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 8.96% |
$128K - $128K
|
15.5K
$1.55M
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.19K+ 3.27% |
$119K - $120K
|
37.5K
$3.76M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 7.06% |
$111K - $111K
|
16.7K
$1.68M
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.06KNew |
$107K - $107K
|
1.06K
$106K
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.02K+ 2.79% |
$103K - $103K
|
37.6K
$3.77M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 18.35% |
$100K - $101K
|
6.45K
$646K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
995+ 14.13% |
$99.8K - $100K
|
8.04K
$805K
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
959+ 12.42% |
$96.2K - $96.6K
|
8.68K
$870K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
941+ 16.23% |
$94.4K - $94.8K
|
6.74K
$675K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
913+ 1.51% |
$91.6K - $92K
|
61.5K
$6.16M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
861+ 13.36% |
$86.4K - $86.7K
|
7.31K
$732K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
842+ 24.36% |
$84.5K - $84.8K
|
4.3K
$431K
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
756+ 28.04% |
$75.8K - $76.2K
|
3.45K
$346K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
714+ 165.28% |
$71.6K - $71.9K
|
1.15K
$115K
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
707+ 29.08% |
$70.9K - $71.2K
|
3.14K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
694New |
$69.6K - $69.9K
|
694
$69.5K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
624+ 31.2% |
$62.6K - $62.9K
|
2.62K
$263K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
617+ 22.55% |
$61.9K - $62.2K
|
3.35K
$336K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
610+ 10.55% |
$61.2K - $61.5K
|
6.39K
$640K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
594+ 1.79% |
$59.6K - $59.8K
|
33.7K
$3.38M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
499+ 8.26% |
$50K - $50.3K
|
6.54K
$655K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
473+ 21.24% |
$47.4K - $47.7K
|
2.7K
$270K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
463+ 5.99% |
$46.4K - $46.6K
|
8.19K
$820K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
440+ 10.13% |
$44.1K - $44.3K
|
4.78K
$479K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
431+ 16.83% |
$43.2K - $43.4K
|
2.99K
$300K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 7.1% |
$40.6K - $40.8K
|
6.11K
$612K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
392+ 17.7% |
$39.3K - $39.5K
|
2.61K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376+ 6.58% |
$37.7K - $37.9K
|
6.09K
$610K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
369New |
$37K - $37.2K
|
369
$37K
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
363+ 7.08% |
$36.4K - $36.6K
|
5.49K
$550K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
326+ 5.14% |
$32.7K - $32.8K
|
6.67K
$668K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
319+ 26.13% |
$32K - $32.1K
|
1.54K
$154K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
252+ 4.1% |
$25.3K - $25.4K
|
6.39K
$640K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
237New |
$23.8K - $23.9K
|
237
$23.7K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 14.81% |
$20.1K - $20.1K
|
1.55K
$155K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
196+ 8.19% |
$19.7K - $19.7K
|
2.59K
$259K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
195+ 5.01% |
$19.6K - $19.6K
|
4.09K
$409K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
177+ 2.73% |
$17.8K - $17.8K
|
6.67K
$668K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
174New |
$17.5K - $17.5K
|
174
$17.4K
|