Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
77.6K+ 62.27% |
$7.76M - $7.79M
|
202K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
76.7KNew |
$7.67M - $7.7M
|
76.7K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 101.56% |
$7.51M - $7.54M
|
149K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74.7KNew |
$7.47M - $7.5M
|
74.7K
$7.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
73.5KNew |
$7.35M - $7.38M
|
73.5K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.6K+ 26.18% |
$7.26M - $7.29M
|
350K
$35.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69.3KNew |
$6.93M - $6.96M
|
69.3K
$6.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
69K+ 22.04% |
$6.9M - $6.92M
|
382K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.7K+ 18.5% |
$6.47M - $6.49M
|
414K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.2KNew |
$6.02M - $6.05M
|
60.2K
$6.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
59.6K+ 347.56% |
$5.96M - $5.98M
|
76.7K
$7.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
59.4K+ 151.45% |
$5.94M - $5.96M
|
98.6K
$9.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
58.4K+ 79.29% |
$5.84M - $5.86M
|
132K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
57.6K+ 137.65% |
$5.75M - $5.78M
|
99.4K
$9.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
48.8KNew |
$4.88M - $4.9M
|
48.8K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
48.8KNew |
$4.88M - $4.9M
|
48.8K
$4.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
47.6KNew |
$4.76M - $4.78M
|
47.6K
$4.78M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
46.6KNew |
$4.66M - $4.68M
|
46.6K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46.2KNew |
$4.62M - $4.63M
|
46.2K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
45.6KNew |
$4.56M - $4.58M
|
45.6K
$4.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
43.8KNew |
$4.38M - $4.4M
|
43.8K
$4.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
43.1K+ 1719.93% |
$4.31M - $4.32M
|
45.6K
$4.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.8KNew |
$4.28M - $4.3M
|
42.8K
$4.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
38.5K+ 13.17% |
$3.85M - $3.86M
|
331K
$33.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
36.6KNew |
$3.66M - $3.67M
|
36.6K
$3.68M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
34.5KNew |
$3.45M - $3.47M
|
34.5K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.3K+ 8.21% |
$3.23M - $3.24M
|
426K
$42.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30.6KNew |
$3.06M - $3.07M
|
30.6K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
30.4K+ 6458.94% |
$3.03M - $3.05M
|
30.8K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.3K+ 5.31% |
$3.03M - $3.04M
|
601K
$60.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.3K+ 627.02% |
$2.83M - $2.84M
|
32.8K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
28.2K+ 18076.92% |
$2.82M - $2.83M
|
28.4K
$2.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27.3K+ 24.5% |
$2.73M - $2.74M
|
139K
$13.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27.2K+ 38.04% |
$2.72M - $2.73M
|
98.7K
$9.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
25.5KNew |
$2.55M - $2.56M
|
25.5K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
24.8K+ 78.19% |
$2.48M - $2.49M
|
56.5K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.7KNew |
$2.47M - $2.48M
|
24.7K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.6K+ 61.67% |
$2.36M - $2.37M
|
61.9K
$6.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22.3K+ 187.06% |
$2.23M - $2.24M
|
34.3K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
21.4KNew |
$2.14M - $2.15M
|
21.4K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.1KNew |
$2.11M - $2.12M
|
21.1K
$2.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21K+ 29.26% |
$2.1M - $2.1M
|
92.6K
$9.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$2M - $2.01M
|
20K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
19.4KNew |
$1.94M - $1.95M
|
19.4K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.9K+ 22.02% |
$1.89M - $1.9M
|
105K
$10.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.8K+ 1132.23% |
$1.88M - $1.88M
|
20.4K
$2.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17.3KNew |
$1.73M - $1.74M
|
17.3K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 47.24% |
$1.73M - $1.73M
|
53.8K
$5.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
17K+ 16.33% |
$1.7M - $1.7M
|
121K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16.7K+ 14.92% |
$1.67M - $1.67M
|
128K
$12.9M
|