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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.77K+ 9.76% |
$277K - $279K
|
31.2K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
2.75KNew |
$275K - $277K
|
2.75K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.64K+ 73.75% |
$264K - $266K
|
6.22K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.57KNew |
$257K - $259K
|
2.57K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.55KNew |
$255K - $257K
|
2.55K
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2.55KNew |
$255K - $257K
|
2.55K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.5KNew |
$250K - $252K
|
2.5K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.5KNew |
$250K - $252K
|
2.5K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.42K+ 26.47% |
$242K - $243K
|
11.5K
$1.16M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.39KNew |
$239K - $241K
|
2.39K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
2.34KNew |
$234K - $235K
|
2.34K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
2.29K+ 16.79% |
$229K - $230K
|
15.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.28K+ 23.11% |
$228K - $230K
|
12.2K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$224K - $226K
|
2.24K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.23KNew |
$223K - $224K
|
2.23K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.14K+ 1.67% |
$214K - $215K
|
130K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2.1KNew |
$210K - $212K
|
2.1K
$211K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.08K+ 5.75% |
$208K - $209K
|
38.2K
$3.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.08KNew |
$208K - $209K
|
2.08K
$209K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.06KNew |
$207K - $208K
|
2.06K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.04KNew |
$204K - $205K
|
2.04K
$205K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.01KNew |
$201K - $203K
|
2.01K
$202K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.92K+ 3.63% |
$192K - $193K
|
54.7K
$5.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.89K+ 4.81% |
$189K - $191K
|
41.2K
$4.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.85K+ 89.0% |
$185K - $187K
|
3.93K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.8K+ 12.05% |
$180K - $181K
|
16.7K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 22.0% |
$178K - $179K
|
9.86K
$991K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.48K+ 20.33% |
$148K - $149K
|
8.79K
$883K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.46KNew |
$146K - $147K
|
1.46K
$147K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.44K+ 4.2% |
$144K - $145K
|
35.7K
$3.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.4K+ 32.21% |
$140K - $141K
|
5.74K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.39KNew |
$139K - $140K
|
1.39K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
1.34K+ 20.1% |
$134K - $134K
|
7.98K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.32K+ 18.04% |
$132K - $133K
|
8.67K
$871K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.3K+ 3.15% |
$130K - $131K
|
42.5K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 7.96% |
$130K - $131K
|
17.6K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.27K+ 4.2% |
$127K - $128K
|
31.5K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.18KNew |
$118K - $119K
|
1.18K
$119K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.11KNew |
$111K - $112K
|
1.11K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.03K+ 26.23% |
$103K - $104K
|
4.96K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.03K+ 9.34% |
$103K - $103K
|
12K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 2.43% |
$101K - $102K
|
42.7K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
964+ 6.43% |
$96.4K - $97.1K
|
16K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
859+ 11.25% |
$85.9K - $86.5K
|
8.5K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
811+ 45.23% |
$81.1K - $81.7K
|
2.6K
$262K
|