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 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35K- 10.61% |
$3.51M - $3.53M
|
295K
$29.7M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-35.4KClosed |
$3.54M - $3.57M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-35.5K- 41.72% |
$3.55M - $3.58M
|
49.6K
$4.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-43.1K- 12.91% |
$4.31M - $4.34M
|
290K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.7K- 34.02% |
$4.47M - $4.5M
|
86.7K
$8.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-44.9K- 54.54% |
$4.49M - $4.52M
|
37.4K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-47.4K- 60.0% |
$4.75M - $4.78M
|
31.6K
$3.18M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47.6K- 17.42% |
$4.76M - $4.79M
|
226K
$22.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-50.3K- 73.73% |
$5.04M - $5.07M
|
17.9K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-51.6K- 28.11% |
$5.16M - $5.2M
|
132K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-51.8K- 10.13% |
$5.19M - $5.22M
|
460K
$46.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-53.7K- 62.27% |
$5.37M - $5.41M
|
32.5K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-55.4K- 31.68% |
$5.54M - $5.58M
|
119K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-65.9K- 57.92% |
$6.59M - $6.63M
|
47.8K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-72K- 35.4% |
$7.2M - $7.25M
|
131K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-76.7K- 98.73% |
$7.67M - $7.72M
|
983
$98.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-78.2K- 96.37% |
$7.83M - $7.88M
|
2.94K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-84.2K- 34.31% |
$8.42M - $8.48M
|
161K
$16.2M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-88.3K- 8.18% |
$8.84M - $8.9M
|
992K
$99.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-89.1K- 13.55% |
$8.91M - $8.97M
|
568K
$57.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.2K- 2.23% |
$9.82M - $9.89M
|
4.31M
$433M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-102K- 29.6% |
$10.2M - $10.2M
|
242K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-110K- 18.63% |
$11M - $11.1M
|
482K
$48.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 12.82% |
$12.4M - $12.5M
|
844K
$84.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-134K- 97.58% |
$13.5M - $13.5M
|
3.34K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-145K- 55.77% |
$14.5M - $14.6M
|
115K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-148K- 64.93% |
$14.8M - $14.9M
|
79.9K
$8.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-169K- 13.23% |
$16.9M - $17M
|
1.11M
$111M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-181K- 29.46% |
$18.2M - $18.3M
|
434K
$43.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-233K- 70.78% |
$23.3M - $23.4M
|
96K
$9.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-241K- 99.62% |
$24.2M - $24.3M
|
919
$92.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-246K- 38.55% |
$24.7M - $24.8M
|
393K
$39.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-250K- 23.83% |
$25M - $25.2M
|
799K
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-250K- 17.16% |
$25.1M - $25.2M
|
1.21M
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-251K- 74.7% |
$25.1M - $25.3M
|
84.9K
$8.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-275K- 86.47% |
$27.5M - $27.7M
|
43K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-299K- 52.12% |
$29.9M - $30.1M
|
275K
$27.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-299K- 63.52% |
$29.9M - $30.1M
|
172K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-315K- 92.05% |
$31.5M - $31.7M
|
27.2K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-315K- 50.15% |
$31.5M - $31.7M
|
313K
$31.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-317K- 38.57% |
$31.7M - $32M
|
505K
$50.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-341K- 48.37% |
$34.1M - $34.3M
|
364K
$36.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-343K- 45.79% |
$34.3M - $34.6M
|
406K
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-368K- 7.88% |
$36.9M - $37.1M
|
4.31M
$433M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-377K- 94.84% |
$37.7M - $38M
|
20.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-444K- 8.74% |
$44.4M - $44.7M
|
4.63M
$465M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-601K- 39.72% |
$60.1M - $60.6M
|
912K
$91.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-603K- 32.27% |
$60.3M - $60.7M
|
1.27M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-613K- 93.15% |
$61.3M - $61.7M
|
45K
$4.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-723K- 97.19% |
$72.3M - $72.8M
|
20.9K
$2.1M
|