Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.46M+ 366456.91% |
$846M - $849M
|
8.46M
$848M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.85MNew |
$185M - $185M
|
1.85M
$185M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.23MNew |
$123M - $123M
|
1.23M
$123M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02M+ 65.65% |
$102M - $102M
|
2.56M
$257M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
934KNew |
$93.4M - $93.7M
|
934K
$93.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
899KNew |
$89.8M - $90.2M
|
899K
$90M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
668K+ 1353.86% |
$66.8M - $67M
|
717K
$71.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
492K+ 55.29% |
$49.2M - $49.4M
|
1.38M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
492K+ 55.29% |
$49.2M - $49.4M
|
1.38M
$139M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
440KNew |
$44M - $44.2M
|
440K
$44.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
428KNew |
$42.8M - $42.9M
|
428K
$42.8M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
398K+ 21.08% |
$39.8M - $40M
|
2.29M
$229M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
378KNew |
$37.8M - $37.9M
|
378K
$37.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
350K+ 1193.03% |
$35M - $35.1M
|
379K
$38M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339K+ 133.34% |
$33.9M - $34.1M
|
594K
$59.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
326KNew |
$32.6M - $32.7M
|
326K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
309K+ 127.33% |
$30.9M - $31M
|
551K
$55.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
222KNew |
$22.2M - $22.3M
|
222K
$22.3M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
216KNew |
$21.6M - $21.7M
|
216K
$21.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
208K+ 3536.73% |
$20.8M - $20.8M
|
214K
$21.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
203K+ 2426.48% |
$20.2M - $20.3M
|
211K
$21.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
195K+ 58.06% |
$19.5M - $19.6M
|
530K
$53.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
175K+ 3050.5% |
$17.5M - $17.6M
|
181K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
173K+ 261.87% |
$17.3M - $17.4M
|
239K
$24M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
171KNew |
$17.1M - $17.2M
|
171K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
168KNew |
$16.8M - $16.9M
|
168K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
167KNew |
$16.7M - $16.7M
|
167K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
161KNew |
$16.1M - $16.2M
|
161K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
159K+ 38.75% |
$15.9M - $16M
|
569K
$57M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
149K+ 49.05% |
$14.9M - $15M
|
454K
$45.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144K+ 248048.28% |
$14.4M - $14.4M
|
144K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
137KNew |
$13.7M - $13.8M
|
137K
$13.7M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
130K+ 683.04% |
$13M - $13.1M
|
149K
$14.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
130K+ 3377.76% |
$12.9M - $13M
|
133K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
128KNew |
$12.7M - $12.8M
|
128K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 12491.49% |
$12.6M - $12.7M
|
127K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
126K+ 543.44% |
$12.6M - $12.6M
|
149K
$14.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
112K+ 273.77% |
$11.2M - $11.2M
|
153K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
112KNew |
$11.2M - $11.2M
|
112K
$11.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
109K+ 88.47% |
$10.9M - $10.9M
|
232K
$23.2M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.9KNew |
$9.98M - $10M
|
99.9K
$10M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.8K+ 112.02% |
$9.88M - $9.92M
|
187K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
98.6K+ 70.05% |
$9.86M - $9.9M
|
239K
$24M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
96KNew |
$9.6M - $9.64M
|
96K
$9.61M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
95KNew |
$9.49M - $9.53M
|
95K
$9.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
90.2KNew |
$9.02M - $9.06M
|
90.2K
$9.04M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
90KNew |
$9M - $9.04M
|
90K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
86KNew |
$8.6M - $8.63M
|
86K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
80.9KNew |
$8.09M - $8.12M
|
80.9K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
78.5K+ 15.62% |
$7.85M - $7.88M
|
581K
$58.2M
|