Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
35.7K
+ 93.52%
$3.57M - $3.58M
74K $7.45M
Aug 11, 2022 Q2 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
29.6K
New
$2.96M - $2.96M
29.6K $2.98M
Jul 22, 2022 Q2 2022
Lincoln Capital Corp

BUY
 -
28K
+ 527.17%
$2.8M - $2.81M
33.3K $3.36M
Aug 09, 2022 Q2 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
25.4K
+ 54.08%
$2.54M - $2.55M
72.4K $7.29M
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

BUY
 -
22.5K
New
$2.25M - $2.25M
22.5K $2.27M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
22.5K
+ 26.43%
$2.25M - $2.25M
107K $10.8M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.6K
+ 8.31%
$1.96M - $1.96M
255K $25.7M
Jul 27, 2022 Q2 2022
Sterling Investment Advisors LLC

BUY
 -
19.4K
New
$1.94M - $1.94M
19.4K $1.95M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
18.1K
+ 23.15%
$1.81M - $1.81M
96.2K $9.68M
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
17.6K
+ 66.3%
$1.76M - $1.76M
44.1K $4.44M
Aug 09, 2022 Q2 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
17.1K
New
$1.71M - $1.71M
17.1K $1.72M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
16.6K
New
$1.66M - $1.66M
16.6K $1.67M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
16.2K
New
$1.62M - $1.62M
16.2K $1.63M
Jul 20, 2022 Q2 2022
Clear Harbor Asset Management, LLC

BUY
 -
14.8K
New
$1.48M - $1.48M
14.8K $1.49M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
14.6K
New
$1.46M - $1.46M
14.6K $1.47M
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
BUY
 -
14K
+ 93.33%
$1.4M - $1.4M
29K $2.92M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
13.9K
New
$1.39M - $1.39M
13.9K $1.4M
Aug 15, 2022 Q2 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
13.9K
New
$1.39M - $1.39M
13.9K $1.4M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13.5K
New
$1.35M - $1.36M
13.5K $1.36M
Jul 19, 2022 Q2 2022
Legacy Wealth Asset Management, LLC

BUY
 -
13.4K
New
$1.34M - $1.34M
13.4K $1.35M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.6K
New
$1.16M - $1.16M
11.6K $1.17M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
11.6K
+ 33145.71%
$1.16M - $1.16M
11.6K $1.17M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
11.2K
New
$1.12M - $1.12M
11.2K $1.13M
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
10.7K
+ 15.78%
$1.07M - $1.07M
78.3K $7.88M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

BUY
 -
9.99K
New
$1M - $1M
9.99K $1.01M
Aug 12, 2022 Q2 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
9.99K
New
$999K - $1M
9.99K $1.01M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.07K
New
$907K - $908K
9.07K $913K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
8.3K
+ 11.99%
$830K - $831K
77.5K $7.81M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
7.62K
New
$762K - $763K
7.62K $767K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
7.47K
+ 36.79%
$747K - $748K
27.8K $2.8M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
7.4K
New
$740K - $741K
7.4K $745K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
7.01K
New
$701K - $702K
7.01K $705K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
5.68K
+ 24682.61%
$568K - $568K
5.7K $574K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
5.32K
+ 17170.97%
$532K - $533K
5.35K $539K
Aug 12, 2022 Q2 2022
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
5K
New
$500K - $501K
5K $503K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.95K
New
$495K - $495K
4.95K $498K
Aug 08, 2022 Q2 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
4.38K
New
$438K - $439K
4.38K $441K
Jul 22, 2022 Q2 2022
Boyd Watterson Asset Management LLC

BUY
 -
3.88K
New
$388K - $389K
3.88K $391K
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
3.82K
New
$382K - $383K
3.82K $385K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.75K
New
$375K - $376K
3.75K $378K
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
3.41K
New
$341K - $341K
3.41K $343K
Jul 11, 2022 Q2 2022
Greenspring Advisors, LLC

BUY
 -
3.4K
New
$340K - $341K
3.4K $343K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.39K
New
$339K - $340K
3.39K $342K
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.06K
New
$306K - $307K
3.06K $308K
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
3.01K
New
$301K - $301K
3.01K $303K
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
2.98K
New
$298K - $299K
2.98K $300K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.92K
New
$292K - $292K
2.92K $293K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
2.77K
New
$277K - $277K
2.77K $278K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
2.55K
+ 103.19%
$255K - $256K
5.03K $506K

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