Purchases and Sales Made in Q2 2022 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 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 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$235K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.26KNew |
$226K - $226K
|
2.26K
$228K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$225K - $225K
|
2.25K
$227K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18KNew |
$218K - $218K
|
2.18K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.38K+ 68.38% |
$138K - $139K
|
3.41K
$343K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.37K+ 2.38% |
$137K - $137K
|
58.8K
$5.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.25K+ 11.12% |
$125K - $125K
|
12.5K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$121K - $121K
|
1.21K
$121K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01KNew |
$101K - $101K
|
1.01K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
938+ 19.61% |
$93.8K - $93.9K
|
5.72K
$576K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
755New |
$75.5K - $75.6K
|
755
$76K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
609New |
$60.9K - $61K
|
609
$61.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
582+ 1.32% |
$58.2K - $58.3K
|
44.6K
$4.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
543New |
$54.3K - $54.4K
|
543
$54.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
402New |
$40.2K - $40.2K
|
402
$40.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
371+ 9.44% |
$37.1K - $37.1K
|
4.3K
$433K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
330New |
$33K - $33K
|
330
$33.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313+ 3477.78% |
$31.3K - $31.3K
|
322
$32.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
298+ 3.19% |
$29.8K - $29.8K
|
9.64K
$970K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
291+ 0.27% |
$29.1K - $29.1K
|
108K
$10.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
173+ 58.25% |
$17.3K - $17.3K
|
470
$47.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70+ 23.73% |
$7K - $7.01K
|
365
$36.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
57New |
$5.7K - $5.71K
|
57
$5.74K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36New |
$3.6K - $3.6K
|
36
$3.62K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23+ 0.12% |
$2.3K - $2.3K
|
20K
$2.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9New |
$900 - $901
|
9
$906
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
7+ 0.04% |
$700 - $701
|
17.1K
$1.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 1.06% |
$500 - $501
|
476
$47.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4New |
$400 - $400
|
4
$403
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$400 - $400
|
4
$403
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1New |
$100 - $100
|
1
$101
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1New |
$100 - $100
|
1
$101
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- -0.0% |
$100 - $100
|
105K
$10.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
$1.1K - $1.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14Closed |
$1.4K - $1.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-30Closed |
$3K - $3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-59Closed |
$5.9K - $5.91K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-157- 5.54% |
$15.7K - $15.7K
|
2.68K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-250Closed |
$25K - $25K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-358- 9.38% |
$35.8K - $35.8K
|
3.46K
$348K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-802- 16.17% |
$80.2K - $80.3K
|
4.16K
$419K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-882Closed |
$88.2K - $88.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01KClosed |
$101K - $101K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.43K- 11.77% |
$143K - $143K
|
10.7K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.56K- 12.53% |
$156K - $156K
|
10.9K
$1.09M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.04KClosed |
$204K - $204K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.86K- 23.96% |
$286K - $286K
|
9.07K
$913K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.89KClosed |
$389K - $389K
|
0
$0
|