Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.41M+ 865.6% |
$341M - $344M
|
3.81M
$383M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.09M+ 310.25% |
$109M - $110M
|
1.44M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.08M+ 648.97% |
$108M - $108M
|
1.24M
$125M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
786KNew |
$78.6M - $79.1M
|
786K
$79M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
776K+ 237.36% |
$77.6M - $78.1M
|
1.1M
$111M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
396KNew |
$39.6M - $39.9M
|
396K
$39.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
369KNew |
$37M - $37.2M
|
369K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
363KNew |
$36.3M - $36.6M
|
363K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
316K+ 14.24% |
$31.6M - $31.8M
|
2.54M
$255M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
313KNew |
$31.4M - $31.6M
|
313K
$31.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
297K+ 113.67% |
$29.8M - $30M
|
559K
$56.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
296K+ 60.44% |
$29.6M - $29.8M
|
786K
$79M
|
|
|
Feb 14, 2024
Q4 2023
|
325 Capital LLC
New York, NY |
BUY
|
- |
284KNew |
$28.4M - $28.6M
|
284K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
276K+ 55.14% |
$27.7M - $27.8M
|
778K
$78.2M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
272K+ 49.71% |
$27.2M - $27.4M
|
819K
$82.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
270K+ 48743.86% |
$27M - $27.2M
|
271K
$27.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
250K+ 254.63% |
$25.1M - $25.2M
|
349K
$35M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
237K+ 41.86% |
$23.7M - $23.9M
|
803K
$80.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
235K+ 73.17% |
$23.5M - $23.6M
|
556K
$55.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
217K+ 97.84% |
$21.7M - $21.8M
|
438K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
212K+ 21.59% |
$21.2M - $21.3M
|
1.19M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 13.42% |
$20.3M - $20.4M
|
1.72M
$172M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
184K+ 1254.96% |
$18.4M - $18.5M
|
198K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
183K+ 30.4% |
$18.4M - $18.5M
|
787K
$79.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
181K+ 275.08% |
$18.1M - $18.2M
|
246K
$24.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
177K+ 232.42% |
$17.7M - $17.8M
|
253K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
169K+ 56.07% |
$16.9M - $17M
|
470K
$47.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
167KNew |
$16.7M - $16.8M
|
167K
$16.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
163KNew |
$16.3M - $16.4M
|
163K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
162K+ 1127.98% |
$16.2M - $16.3M
|
176K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
156KNew |
$15.6M - $15.7M
|
156K
$15.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
151K+ 2030.2% |
$15.1M - $15.2M
|
158K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
150K+ 85.53% |
$15M - $15.1M
|
325K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
150K+ 20.07% |
$15M - $15.1M
|
895K
$90M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
148K+ 318.15% |
$14.9M - $15M
|
195K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
147K+ 39.61% |
$14.7M - $14.8M
|
519K
$52.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
123K+ 1989.62% |
$12.3M - $12.4M
|
129K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
121K+ 76.21% |
$12.1M - $12.2M
|
280K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
118K+ 5183.0% |
$11.8M - $11.9M
|
120K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
114K+ 323.56% |
$11.4M - $11.4M
|
149K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
102K+ 149.46% |
$10.2M - $10.3M
|
171K
$17.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101K+ 60.59% |
$10.1M - $10.1M
|
266K
$26.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.2K+ 52.04% |
$9.53M - $9.59M
|
278K
$28M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
92.5KNew |
$9.25M - $9.32M
|
92.5K
$9.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
89.1KNew |
$8.91M - $8.98M
|
89.1K
$8.96M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
88.6KNew |
$8.86M - $8.92M
|
88.6K
$8.9M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
86.3KNew |
$8.64M - $8.7M
|
86.3K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
83.9K+ 63.07% |
$8.39M - $8.45M
|
217K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
82.7K+ 41.92% |
$8.28M - $8.33M
|
280K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
81.1K+ 46.53% |
$8.11M - $8.17M
|
255K
$25.7M
|