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 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
803+ 2.92% |
$80.3K - $80.9K
|
28.3K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
802+ 30.21% |
$80.2K - $80.8K
|
3.46K
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
734+ 30.56% |
$73.4K - $73.9K
|
3.14K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
721+ 14.18% |
$72.1K - $72.6K
|
5.8K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
690New |
$69K - $69.5K
|
690
$69.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
670New |
$67K - $67.5K
|
670
$67.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
647+ 12.98% |
$64.7K - $65.2K
|
5.63K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
643+ 3.29% |
$64.3K - $64.8K
|
20.2K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
631+ 4.94% |
$63.1K - $63.6K
|
13.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
631+ 24.67% |
$63.1K - $63.6K
|
3.19K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
571+ 11.71% |
$57.1K - $57.5K
|
5.45K
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
553+ 25.72% |
$55.3K - $55.7K
|
2.7K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
501New |
$50.1K - $50.5K
|
501
$50.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
453+ 20.94% |
$45.3K - $45.6K
|
2.62K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
426+ 0.94% |
$42.6K - $42.9K
|
46K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
414+ 38.4% |
$41.4K - $41.7K
|
1.49K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
408New |
$40.8K - $41.1K
|
408
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
392New |
$39.2K - $39.5K
|
392
$39.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
375New |
$37.5K - $37.8K
|
375
$37.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
350+ 8.64% |
$35K - $35.3K
|
4.4K
$442K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328New |
$32.8K - $33K
|
328
$33K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
325+ 1.37% |
$32.5K - $32.7K
|
24.1K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
317+ 3.76% |
$31.7K - $31.9K
|
8.75K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
315New |
$31.5K - $31.7K
|
315
$31.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$30K - $30.2K
|
300
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
254+ 17.02% |
$25.4K - $25.6K
|
1.75K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
207+ 10.2% |
$20.7K - $20.9K
|
2.24K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
175New |
$17.5K - $17.6K
|
175
$17.6K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
173New |
$17.3K - $17.4K
|
173
$17.4K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
168+ 0.05% |
$16.8K - $16.9K
|
307K
$30.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
164+ 0.14% |
$16.4K - $16.5K
|
116K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
128+ 3.25% |
$12.8K - $12.9K
|
4.07K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
125New |
$12.5K - $12.6K
|
125
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
115+ 3.29% |
$11.5K - $11.6K
|
3.62K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
115+ 1.35% |
$11.5K - $11.6K
|
8.66K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
101New |
$10.1K - $10.2K
|
101
$10.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 4.44% |
$10K - $10.1K
|
2.35K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
97+ 0.56% |
$9.7K - $9.77K
|
17.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91New |
$9.1K - $9.17K
|
91
$9.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
91+ 1.75% |
$9.1K - $9.17K
|
5.29K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
84+ 0.78% |
$8.4K - $8.46K
|
10.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
81+ 2.95% |
$8.1K - $8.16K
|
2.83K
$285K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
80New |
$8K - $8.06K
|
80
$8.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
71+ 1.75% |
$7.1K - $7.15K
|
4.14K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 1.75% |
$6.5K - $6.55K
|
3.77K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
52+ 1.24% |
$5.2K - $5.24K
|
4.24K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 0.89% |
$4.8K - $4.84K
|
5.41K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 6.58% |
$4.8K - $4.84K
|
778
$78.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
48+ 1.31% |
$4.8K - $4.84K
|
3.7K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 1.67% |
$4.5K - $4.53K
|
2.74K
$276K
|