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 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158+ 2.46% |
$15.8K - $15.9K
|
6.59K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
154+ 98.09% |
$15.4K - $15.5K
|
311
$31.1K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
149+ 5.03% |
$14.9K - $15K
|
3.11K
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
142+ 23.24% |
$14.2K - $14.3K
|
753
$75.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 0.49% |
$13.2K - $13.3K
|
26.8K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
BUY
|
- |
112+ 0.09% |
$11.2K - $11.3K
|
125K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
110New |
$11K - $11.1K
|
110
$11K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107+ 9.08% |
$10.7K - $10.8K
|
1.29K
$129K
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
107+ 2.94% |
$10.7K - $10.8K
|
3.75K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
90+ 900.0% |
$9.03K - $9.07K
|
100
$10K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
72+ 0.4% |
$7.22K - $7.25K
|
18K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
71+ 2.4% |
$7.12K - $7.15K
|
3.03K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
67+ 0.47% |
$6.72K - $6.75K
|
14.3K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$6.02K - $6.04K
|
60
$6.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
58+ 1.27% |
$5.82K - $5.84K
|
4.62K
$462K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
55+ 1.34% |
$5.52K - $5.54K
|
4.16K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
55New |
$5.52K - $5.54K
|
55
$5.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
53+ 60.23% |
$5.32K - $5.34K
|
141
$14.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 2.15% |
$5.02K - $5.04K
|
2.38K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
50+ 1.32% |
$5.02K - $5.04K
|
3.85K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 2.63% |
$4.81K - $4.84K
|
1.87K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
42+ 1.34% |
$4.21K - $4.23K
|
3.19K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
38+ 0.92% |
$3.81K - $3.83K
|
4.17K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$3.21K - $3.22K
|
32
$3.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 86.49% |
$3.21K - $3.22K
|
69
$6.91K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
28+ 0.96% |
$2.81K - $2.82K
|
2.96K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 1.33% |
$2.71K - $2.72K
|
2.06K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 1.06% |
$2.21K - $2.22K
|
2.09K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$2.11K - $2.12K
|
21
$2.1K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15+ 0.41% |
$1.5K - $1.51K
|
3.71K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.38% |
$903 - $907
|
661
$66.2K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
8+ 0.17% |
$802 - $806
|
4.78K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$502 - $504
|
5
$501
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 1.39% |
$502 - $504
|
364
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.55K
$256K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$100 - $101
|
64.7K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.04% |
$100 - $101
|
2.33K
$233K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9- 0.35% |
$903 - $907
|
2.55K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 2.38% |
$1K - $1.01K
|
411
$41.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-10- 0.43% |
$1K - $1.01K
|
2.3K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13- 50.0% |
$1.3K - $1.31K
|
13
$1.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.58% |
$2.31K - $2.32K
|
3.96K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-37- 0.4% |
$3.71K - $3.73K
|
9.14K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 1.94% |
$3.71K - $3.73K
|
1.87K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-43- 0.34% |
$4.31K - $4.33K
|
12.5K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-43- 6.66% |
$4.31K - $4.33K
|
603
$60.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-45- 5.57% |
$4.51K - $4.53K
|
763
$76.4K
|