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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.6K+ 132.66% |
$1.66M - $1.67M
|
29.2K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 48.68% |
$1.46M - $1.47M
|
44.7K
$4.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
14.3KNew |
$1.43M - $1.44M
|
14.3K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 3.52% |
$1.41M - $1.42M
|
415K
$41.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
13.7KNew |
$1.37M - $1.37M
|
13.7K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13.6KNew |
$1.35M - $1.36M
|
13.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
13.1K+ 17.14% |
$1.31M - $1.31M
|
89.4K
$8.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.9KNew |
$1.29M - $1.29M
|
12.9K
$1.29M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
12.7K+ 32.0% |
$1.27M - $1.28M
|
52.6K
$5.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.3K+ 3714.85% |
$1.23M - $1.23M
|
12.6K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 141.93% |
$1.03M - $1.04M
|
17.6K
$1.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
10.3K+ 145.23% |
$1.03M - $1.04M
|
17.4K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
10.3K+ 3.88% |
$1.03M - $1.03M
|
275K
$27.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.64KNew |
$964K - $967K
|
9.64K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.38K+ 138.96% |
$937K - $941K
|
16.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
9.27KNew |
$927K - $931K
|
9.27K
$931K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.8KNew |
$880K - $884K
|
8.8K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
8.76KNew |
$875K - $879K
|
8.76K
$879K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.49KNew |
$849K - $853K
|
8.49K
$853K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07KNew |
$807K - $810K
|
8.07K
$810K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.01KNew |
$800K - $803K
|
8.01K
$804K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8KNew |
$800K - $803K
|
8K
$803K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
7.74KNew |
$773K - $776K
|
7.74K
$777K
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.54KNew |
$754K - $757K
|
7.54K
$757K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.33K+ 56.2% |
$733K - $736K
|
20.4K
$2.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.21K+ 33.34% |
$721K - $724K
|
28.8K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.01K+ 28.0% |
$701K - $704K
|
32.1K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 13.85% |
$650K - $653K
|
53.5K
$5.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
6.26K+ 163.48% |
$626K - $629K
|
10.1K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.1K+ 5.58% |
$610K - $612K
|
115K
$11.6M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.09K+ 9.63% |
$609K - $612K
|
69.4K
$6.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.96KNew |
$596K - $598K
|
5.96K
$598K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.86K+ 26.31% |
$586K - $588K
|
28.1K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81KNew |
$581K - $583K
|
5.81K
$583K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.73K+ 32.79% |
$572K - $575K
|
23.2K
$2.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
5.64K+ 10.85% |
$564K - $566K
|
57.6K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.29K+ 187.82% |
$529K - $531K
|
8.1K
$814K
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
5.13KNew |
$513K - $515K
|
5.13K
$515K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
5.09KNew |
$509K - $511K
|
5.09K
$511K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5KNew |
$500K - $502K
|
5K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
5KNew |
$500K - $502K
|
5K
$502K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.67KNew |
$466K - $468K
|
4.67K
$468K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.62KNew |
$462K - $463K
|
4.62K
$464K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$455K - $457K
|
4.55K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55KNew |
$455K - $457K
|
4.55K
$457K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
4.43KNew |
$443K - $445K
|
4.43K
$445K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.39KNew |
$439K - $441K
|
4.39K
$441K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.19KNew |
$419K - $421K
|
4.19K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.17K+ 29.92% |
$417K - $418K
|
18.1K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.88KNew |
$388K - $390K
|
3.88K
$390K
|