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 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 8.94% |
$5.02K - $5.04K
|
509
$51K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-56- 2.11% |
$5.62K - $5.64K
|
2.59K
$260K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-70- 0.91% |
$7.02K - $7.05K
|
7.59K
$760K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-75- 2.44% |
$7.52K - $7.56K
|
2.99K
$300K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-77- 0.51% |
$7.72K - $7.76K
|
15K
$1.5M
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-80- 0.51% |
$8.02K - $8.06K
|
15.6K
$1.56M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-88- 3.71% |
$8.83K - $8.87K
|
2.29K
$229K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-97- 24.74% |
$9.73K - $9.77K
|
295
$29.5K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-99- 1.3% |
$9.93K - $9.97K
|
7.53K
$754K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 0.39% |
$10K - $10.1K
|
25.3K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-100- 2.9% |
$10K - $10.1K
|
3.35K
$336K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100- 2.25% |
$10K - $10.1K
|
4.35K
$436K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-109- 1.16% |
$10.9K - $11K
|
9.25K
$926K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-129- 0.5% |
$12.9K - $13K
|
25.9K
$2.59M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-151- 2.56% |
$15.1K - $15.2K
|
5.76K
$577K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-177- 1.36% |
$17.8K - $17.8K
|
12.8K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-186- 36.33% |
$18.7K - $18.7K
|
326
$32.7K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-187- 7.94% |
$18.8K - $18.8K
|
2.17K
$217K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-201- 9.07% |
$20.2K - $20.2K
|
2.01K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-205- 5.64% |
$20.6K - $20.7K
|
3.43K
$344K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-225- 1.74% |
$22.6K - $22.7K
|
12.7K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-296- 4.7% |
$29.7K - $29.8K
|
6K
$601K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-303- 7.94% |
$30.4K - $30.5K
|
3.51K
$352K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 14.1% |
$31K - $31.1K
|
1.88K
$189K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-312- 0.48% |
$31.3K - $31.4K
|
64.6K
$6.47M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-330- 7.94% |
$33.1K - $33.2K
|
3.83K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-338- 3.37% |
$33.9K - $34.1K
|
9.7K
$972K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 73.68% |
$35.1K - $35.3K
|
125
$12.5K
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-356- 11.85% |
$35.7K - $35.9K
|
2.65K
$265K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-360- 0.61% |
$36.1K - $36.3K
|
58.7K
$5.88M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-377- 41.47% |
$37.8K - $38K
|
532
$53.3K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-417- 38.79% |
$41.8K - $42K
|
658
$65.9K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-428- 4.57% |
$42.9K - $43.1K
|
8.94K
$896K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-447- 17.36% |
$44.8K - $45K
|
2.13K
$213K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-447- 13.87% |
$44.8K - $45K
|
2.78K
$278K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-470- 28.8% |
$47.1K - $47.3K
|
1.16K
$116K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-472- 99.16% |
$47.3K - $47.5K
|
4
$401
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-500- 20.0% |
$50.2K - $50.4K
|
2K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-508- 11.03% |
$51K - $51.2K
|
4.1K
$410K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-533- 6.55% |
$53.5K - $53.7K
|
7.61K
$762K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-536- 33.82% |
$53.8K - $54K
|
1.05K
$105K
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-595- 4.56% |
$59.7K - $59.9K
|
12.5K
$1.25M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-620- 5.64% |
$62.2K - $62.5K
|
10.4K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-674- 11.54% |
$67.6K - $67.9K
|
5.17K
$517K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-785- 61.96% |
$78.7K - $79.1K
|
482
$48.3K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-786- 41.79% |
$78.8K - $79.2K
|
1.1K
$110K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-798- 9.77% |
$80K - $80.4K
|
7.37K
$739K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-809- 7.87% |
$81.1K - $81.5K
|
9.47K
$948K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-811- 18.0% |
$81.3K - $81.7K
|
3.7K
$370K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-812- 9.25% |
$81.4K - $81.8K
|
7.97K
$798K
|