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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
125+ 2.09% |
$12.5K - $12.5K
|
6.1K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
98+ 2.19% |
$9.8K - $9.84K
|
4.56K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
96+ 0.62% |
$9.6K - $9.64K
|
15.5K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72New |
$7.2K - $7.23K
|
72
$7.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
52New |
$5.2K - $5.22K
|
52
$5.22K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
44+ 0.13% |
$4.4K - $4.42K
|
33.2K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.26% |
$700 - $703
|
2.7K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$600 - $602
|
6
$603
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$100 - $100
|
10.1K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 1.2% |
$900 - $903
|
738
$74.1K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-64- 1.99% |
$6.4K - $6.42K
|
3.15K
$316K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-160- 86.49% |
$16K - $16.1K
|
25
$2.51K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-314- 1.63% |
$31.4K - $31.5K
|
19K
$1.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-425- 1.37% |
$42.5K - $42.7K
|
30.5K
$3.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-430- 6.25% |
$43K - $43.2K
|
6.45K
$648K
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-485- 3.9% |
$48.5K - $48.7K
|
11.9K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-624- 15.22% |
$62.4K - $62.6K
|
3.48K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-986- 19.25% |
$98.6K - $99K
|
4.14K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-986- 18.14% |
$98.6K - $99K
|
4.45K
$447K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 0.4% |
$114K - $115K
|
283K
$28.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.91K- 46.64% |
$191K - $192K
|
2.19K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2K- 27.33% |
$200K - $201K
|
5.32K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 2.71% |
$254K - $255K
|
91.4K
$9.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.6K- 5.02% |
$260K - $261K
|
49.1K
$4.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.76K- 36.7% |
$276K - $277K
|
4.76K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.99K- 18.25% |
$299K - $300K
|
13.4K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3K- 96.81% |
$300K - $301K
|
99
$9.94K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.14K- 71.0% |
$314K - $315K
|
1.28K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 6.01% |
$397K - $399K
|
62.1K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.14K- 6.84% |
$413K - $415K
|
56.3K
$5.66M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.18K- 8.65% |
$417K - $419K
|
44.1K
$4.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5K- 50.0% |
$499K - $501K
|
5K
$502K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.5K- 28.8% |
$550K - $552K
|
13.6K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.63K- 6.77% |
$563K - $565K
|
77.5K
$7.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.99K- 49.8% |
$599K - $601K
|
6.04K
$607K
|
|
|
Jan 10, 2023
Q4 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-6.39K- 4.51% |
$639K - $642K
|
135K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-8.52K- 33.91% |
$852K - $855K
|
16.6K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-10.3K- 15.55% |
$1.03M - $1.03M
|
55.8K
$5.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-11.5K- 5.57% |
$1.15M - $1.16M
|
195K
$19.6M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13.1KClosed |
$1.31M - $1.31M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.5K- 51.6% |
$1.35M - $1.35M
|
12.6K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14K- 78.42% |
$1.4M - $1.41M
|
3.85K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-19.1K- 77.29% |
$1.91M - $1.92M
|
5.62K
$565K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23K- 61.97% |
$2.3M - $2.31M
|
14.1K
$1.42M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-25.4K- 11.64% |
$2.54M - $2.55M
|
193K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.7K- 7.3% |
$3.07M - $3.08M
|
390K
$39.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-30.9K- 28.55% |
$3.09M - $3.11M
|
77.4K
$7.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39.1K- 10.95% |
$3.91M - $3.92M
|
318K
$31.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-43.6K- 99.65% |
$4.36M - $4.38M
|
151
$15.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-45.4K- 11.61% |
$4.54M - $4.56M
|
346K
$34.7M
|