Purchases and Sales Made in Q1 2023 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV) during Q1 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
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
22.3K
+ 638.02%
$2.23M - $2.24M
25.8K $2.6M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
21.5K
+ 243.87%
$2.15M - $2.16M
30.3K $3.05M
Apr 21, 2023 Q1 2023
Congress Asset Management CO

BUY
 -
20.2K
New
$2.02M - $2.03M
20.2K $2.03M
May 15, 2023 Q1 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
19.5K
New
$1.95M - $1.96M
19.5K $1.96M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
19.5K
New
$1.95M - $1.96M
19.5K $1.96M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
19.3K
+ 413.8%
$1.93M - $1.94M
24K $2.41M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.3K
+ 4.6%
$1.93M - $1.94M
438K $44.1M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
19.2K
New
$1.92M - $1.93M
19.2K $1.93M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
19.2K
New
$1.92M - $1.93M
19.2K $1.93M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19K
New
$1.9M - $1.91M
19K $1.91M
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
18.1K
New
$1.81M - $1.82M
18.1K $1.82M
May 02, 2023 Q1 2023
Investment Management Associates Inc

BUY
 -
18K
New
$1.81M - $1.81M
18K $1.82M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
17.5K
+ 305.96%
$1.75M - $1.76M
23.2K $2.33M
May 15, 2023 Q1 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
16.9K
+ 30.34%
$1.69M - $1.7M
72.7K $7.32M
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
16.6K
+ 36.04%
$1.67M - $1.67M
62.8K $6.32M
May 01, 2023 Q1 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
16.1K
New
$1.62M - $1.62M
16.1K $1.63M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
16K
New
$1.61M - $1.61M
16K $1.62M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
15.6K
New
$1.56M - $1.57M
15.6K $1.57M
Apr 07, 2023 Q1 2023
Emerald Advisors, LLC

BUY
 -
15.3K
+ 107.03%
$1.53M - $1.54M
29.6K $2.98M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
14.9K
+ 9.99%
$1.49M - $1.5M
164K $16.5M
Oct 04, 2023 Q1 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
14.5K
+ 16.09%
$1.45M - $1.46M
105K $10.5M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
14.4K
New
$1.44M - $1.45M
14.4K $1.45M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
14.2K
New
$1.42M - $1.43M
14.2K $1.43M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
14.1K
+ 6.08%
$1.41M - $1.42M
246K $24.8M
May 12, 2023 Q1 2023
Independent Advisor Alliance

BUY
 -
14.1K
+ 28.89%
$1.41M - $1.42M
62.9K $6.33M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
13.1K
New
$1.31M - $1.32M
13.1K $1.32M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
12.6K
+ 43.15%
$1.26M - $1.27M
41.8K $4.2M
Apr 17, 2023 Q1 2023
Sterling Investment Advisors LLC

BUY
 -
12.4K
+ 21.87%
$1.24M - $1.24M
68.8K $6.93M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
12.1K
New
$1.21M - $1.21M
12.1K $1.21M
Apr 24, 2023 Q1 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
11.4K
+ 8.88%
$1.14M - $1.15M
140K $14.1M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
10.6K
+ 19.88%
$1.06M - $1.07M
64.1K $6.45M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
10.6K
+ 13.7%
$1.06M - $1.07M
88.1K $8.87M
May 15, 2023 Q1 2023
Anson Capital, Inc.

BUY
 -
10.4K
New
$1.04M - $1.04M
10.4K $1.05M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
9.84K
New
$985K - $990K
9.84K $991K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.48K
New
$949K - $954K
9.48K $955K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
8.73K
+ 80.12%
$874K - $878K
19.6K $1.98M
Apr 17, 2023 Q1 2023
Highland Financial Advisors, LLC

BUY
 -
8.25K
New
$826K - $830K
8.25K $831K
May 15, 2023 Q1 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
8.21K
New
$822K - $826K
8.21K $826K
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
8.05K
New
$806K - $810K
8.05K $810K
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
7.88K
New
$789K - $793K
7.88K $794K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
7.75K
New
$775K - $779K
7.75K $780K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
7.69K
+ 285.09%
$769K - $773K
10.4K $1.05M
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
7.62K
+ 6.61%
$763K - $766K
123K $12.4M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.57K
+ 84.28%
$758K - $762K
16.6K $1.67M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
7.53K
+ 8.13%
$753K - $757K
100K $10.1M
May 10, 2023 Q1 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
7.46K
New
$747K - $750K
7.46K $751K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
7.44K
+ 92.17%
$744K - $748K
15.5K $1.56M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
7.34K
+ 2.67%
$734K - $738K
282K $28.4M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7.15K
+ 122.98%
$715K - $719K
13K $1.3M

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