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 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 62.34% |
$1.14M - $1.15M
|
29.7K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 20.22% |
$1.14M - $1.14M
|
67.6K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3K+ 158.14% |
$1.13M - $1.14M
|
18.4K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$1.12M - $1.13M
|
11.2K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11KNew |
$1.1M - $1.11M
|
11K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.8K+ 219.59% |
$1.08M - $1.08M
|
15.6K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10.5K+ 28.59% |
$1.05M - $1.06M
|
47.3K
$4.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.5K+ 413.34% |
$1.05M - $1.06M
|
13K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
10.5K+ 10.69% |
$1.05M - $1.05M
|
108K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.2K+ 434.9% |
$1.02M - $1.03M
|
12.5K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.96KNew |
$996K - $1M
|
9.96K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.87KNew |
$988K - $995K
|
9.87K
$992K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.62KNew |
$962K - $969K
|
9.62K
$967K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.5K+ 143.18% |
$951K - $957K
|
16.1K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.47KNew |
$947K - $954K
|
9.47K
$952K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
9.42K+ 23.2% |
$942K - $949K
|
50K
$5.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.34KNew |
$934K - $940K
|
9.34K
$938K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.28K+ 287.18% |
$928K - $934K
|
12.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.17K+ 75.47% |
$917K - $924K
|
21.3K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.93KNew |
$893K - $899K
|
8.93K
$897K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
8.8KNew |
$881K - $887K
|
8.8K
$885K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.77K+ 47.46% |
$877K - $883K
|
27.2K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.74K+ 280.82% |
$875K - $881K
|
11.9K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 7.76% |
$869K - $875K
|
121K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.55K+ 30.55% |
$855K - $861K
|
36.5K
$3.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 2.48% |
$838K - $843K
|
346K
$34.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.3K+ 175.52% |
$830K - $836K
|
13K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.27K+ 85.97% |
$828K - $833K
|
17.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.84K+ 2090.13% |
$784K - $790K
|
8.21K
$825K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.59KNew |
$759K - $764K
|
7.59K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.41K+ 147.26% |
$741K - $746K
|
12.4K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
7.39KNew |
$740K - $745K
|
7.39K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.39KNew |
$740K - $745K
|
7.39K
$743K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.36KNew |
$736K - $741K
|
7.36K
$740K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.22K+ 4.95% |
$722K - $727K
|
153K
$15.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.19KNew |
$720K - $725K
|
7.19K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.05K+ 7.35% |
$705K - $710K
|
103K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7KNew |
$700K - $705K
|
7K
$703K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.99K+ 317.82% |
$700K - $704K
|
9.19K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.82K+ 55.05% |
$682K - $687K
|
19.2K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.64K+ 14.77% |
$665K - $669K
|
51.6K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.59K+ 16.18% |
$660K - $664K
|
47.3K
$4.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.55KNew |
$655K - $660K
|
6.55K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
6.55K+ 12.84% |
$655K - $659K
|
57.5K
$5.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.23K+ 3.75% |
$623K - $627K
|
172K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.17KNew |
$617K - $621K
|
6.17K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.16K+ 16.22% |
$616K - $620K
|
44.1K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6KNew |
$600K - $604K
|
6K
$603K
|