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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-6.57K- 10.09% |
$657K - $662K
|
58.5K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-6.82K- 23.49% |
$683K - $687K
|
22.2K
$2.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.84K- 36.26% |
$685K - $689K
|
12K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-7.19K- 15.9% |
$719K - $724K
|
38K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.43K- 0.99% |
$744K - $749K
|
745K
$74.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.53K- 2.99% |
$754K - $759K
|
245K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.98K- 13.59% |
$799K - $804K
|
50.8K
$5.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8.13K- 15.15% |
$814K - $819K
|
45.5K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.66K- 3.8% |
$866K - $872K
|
219K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8.68K- 3.95% |
$869K - $874K
|
211K
$21.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.82K- 67.41% |
$882K - $888K
|
4.26K
$429K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.97K- 70.42% |
$897K - $903K
|
3.77K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.03K- 99.42% |
$903K - $909K
|
53
$5.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-9.55K- 0.73% |
$955K - $962K
|
1.29M
$130M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.59K- 77.17% |
$959K - $965K
|
2.84K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9.68K- 14.89% |
$969K - $975K
|
55.3K
$5.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-9.96K- 3.81% |
$996K - $1M
|
251K
$25.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.5K- 2.58% |
$1.05M - $1.06M
|
397K
$39.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.6K- 9.66% |
$1.06M - $1.06M
|
98.8K
$9.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 7.79% |
$1.1M - $1.1M
|
130K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.2K- 25.96% |
$1.12M - $1.13M
|
32K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 35.61% |
$1.16M - $1.17M
|
21K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-11.8K- 14.62% |
$1.18M - $1.19M
|
68.8K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 50.87% |
$1.22M - $1.23M
|
11.8K
$1.19M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13K- 75.03% |
$1.3M - $1.31M
|
4.32K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-14K- 5.8% |
$1.4M - $1.41M
|
227K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16.5K- 63.22% |
$1.66M - $1.67M
|
9.63K
$967K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-17.1K- 51.83% |
$1.71M - $1.72M
|
15.9K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.1K- 3.53% |
$1.72M - $1.73M
|
468K
$47.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-17.4K- 62.69% |
$1.74M - $1.75M
|
10.3K
$1.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.4K- 9.85% |
$1.94M - $1.96M
|
178K
$17.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-19.9K- 57.96% |
$1.99M - $2.01M
|
14.5K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20.5K- 22.94% |
$2.05M - $2.06M
|
68.8K
$6.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-21.2K- 23.77% |
$2.12M - $2.13M
|
68K
$6.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.6K- 86.34% |
$2.26M - $2.27M
|
3.57K
$359K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25K- 98.5% |
$2.51M - $2.52M
|
382
$38.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.5K- 89.56% |
$2.55M - $2.56M
|
2.97K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.9K- 7.51% |
$2.59M - $2.6M
|
318K
$32M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.9K- 62.62% |
$2.59M - $2.61M
|
15.5K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.1K- 13.98% |
$2.61M - $2.62M
|
160K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27.1K- 91.65% |
$2.71M - $2.73M
|
2.47K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-28K- 59.01% |
$2.8M - $2.82M
|
19.4K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28.4K- 61.71% |
$2.84M - $2.86M
|
17.6K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-30.7K- 39.36% |
$3.07M - $3.09M
|
47.3K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-31.6K- 2.15% |
$3.16M - $3.18M
|
1.44M
$144M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-31.6K- 25.98% |
$3.16M - $3.19M
|
90.1K
$9.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.8K- 92.17% |
$3.38M - $3.4M
|
2.87K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.8K- 36.47% |
$3.38M - $3.41M
|
58.9K
$5.92M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-34.3K- 37.95% |
$3.43M - $3.45M
|
56K
$5.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.8K- 15.52% |
$3.48M - $3.5M
|
189K
$19M
|