Purchases and Sales Made in Q2 2024 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 2024. 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
Jul 12, 2024 Q2 2024	Austin Private Wealth, LLC	BUY	-	6.06K New	$608K - $611K	6.06K $610K
Aug 14, 2024 Q2 2024	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	6.02K + 2.97%	$604K - $607K	209K $21M
Jul 10, 2024 Q2 2024	Lantz Financial LLC	BUY	-	5.87K + 64.88%	$589K - $591K	14.9K $1.5M
Aug 27, 2024 Q2 2024	New Century Financial Group, LLC Princeton, NJ	BUY	-	5.8K New	$581K - $584K	5.8K $584K
Jul 29, 2024 Q2 2024	Arkadios Wealth Advisors	BUY	-	5.79K + 247.18%	$581K - $584K	8.14K $819K
Aug 13, 2024 Q2 2024	Orion Portfolio Solutions, LLC	BUY	-	5.74K + 8.92%	$575K - $578K	70K $7.05M
Aug 13, 2024 Q2 2024	Buckingham Strategic Partners Saint Louis, MO	BUY	-	5.71K New	$573K - $575K	5.71K $575K
Jul 25, 2024 Q2 2024	Vivid Wealth Management, LLC West Des Moines, IA	BUY	-	5.63K + 7.3%	$564K - $567K	82.7K $8.32M
Aug 09, 2024 Q2 2024	Alpha Financial Partners, LLC Lexington, KY	BUY	-	5.56K + 41.6%	$558K - $560K	18.9K $1.9M
Jul 26, 2024 Q2 2024	Sheridan Capital Management, LLC San Rafael, CA	BUY	-	5.39K + 107.4%	$540K - $543K	10.4K $1.05M
Aug 14, 2024 Q2 2024	Fort Point Capital Partners LLC San Francisco, CA	BUY	-	5.26K + 182.68%	$528K - $530K	8.14K $820K
Jul 29, 2024 Q2 2024	Arjuna Capital	BUY	-	5.18K + 10.69%	$519K - $521K	53.6K $5.39M
Aug 15, 2024 Q2 2024	New Edge Advisors, LLC New Orleans, LA	BUY	-	5.14K + 8.07%	$515K - $518K	68.8K $6.92M
Aug 09, 2024 Q2 2024	Roundview Capital LLC Princeton, NJ	BUY	-	4.97K New	$498K - $500K	4.97K $500K
Aug 14, 2024 Q2 2024	Blueprint Investment Partners LLC Greensboro, NC	BUY	-	4.9K + 171.97%	$492K - $494K	7.75K $780K
Jul 16, 2024 Q2 2024	Capital Advisors Wealth Management, LLC	BUY	-	4.87K New	$488K - $490K	4.87K $490K
Aug 09, 2024 Q2 2024	Guild Investment Management, Inc.	BUY	-	4.85K New	$486K - $489K	4.85K $488K
Feb 14, 2025 Q2 2024	Triumph Capital Management	BUY	-	4.82K + 92.35%	$483K - $486K	10K $1.01M
Jul 23, 2024 Q2 2024	Prosperity Planning, Inc.	BUY	-	4.79K + 82.05%	$480K - $482K	10.6K $1.07M
Jul 19, 2024 Q2 2024	Shayne & Co., LLC	BUY	-	4.6K New	$461K - $463K	4.6K $463K
Jul 12, 2024 Q2 2024	Cardinal Point Capital Management, Ulc Toronto, Z4	BUY	-	4.54K New	$455K - $457K	4.54K $457K
Jul 30, 2024 Q2 2024	Sage Rhino Capital LLC	BUY	-	4.48K + 10.34%	$449K - $451K	47.8K $4.81M
Jul 18, 2024 Q2 2024	Baron Silver Stevens Financial Advisors, LLC	BUY	-	4.45K New	$447K - $449K	4.45K $448K
Aug 14, 2024 Q2 2024	Betterment LLC New York, NY	BUY	-	4.42K + 13.89%	$443K - $445K	36.2K $3.64M
Jul 19, 2024 Q2 2024	Greenspring Advisors, LLC	BUY	-	4.41K + 39.65%	$442K - $444K	15.5K $1.56M
Jul 26, 2024 Q2 2024	1900 Wealth Management LLC	BUY	-	4.24K New	$425K - $427K	4.24K $427K
Aug 27, 2024 Q2 2024	New Wave Wealth Advisors LLC Springdale, AR	BUY	-	4.21K New	$423K - $425K	4.21K $424K
Aug 06, 2024 Q2 2024	Mosley Wealth Management Anaheim, CA	BUY	-	4K New	$401K - $403K	4K $403K
Aug 09, 2024 Q2 2024	Cibc Private Wealth Group, LLC	BUY	-	3.95K + 11.76%	$396K - $398K	37.5K $3.78M
Jul 19, 2024 Q2 2024	Apollon Wealth Management, LLC Mount Pleasant, SC	BUY	-	3.89K New	$390K - $392K	3.89K $392K
Aug 12, 2024 Q2 2024	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	3.82K + 104.85%	$383K - $385K	7.47K $752K
Jul 22, 2024 Q2 2024	Diversified Portfolios, Inc. Bloomfield Hills, MI	BUY	-	3.82K New	$383K - $385K	3.82K $385K
Jul 10, 2024 Q2 2024	Smith Anglin Financial, LLC	BUY	-	3.73K New	$374K - $375K	3.73K $375K
Jul 26, 2024 Q2 2024	Jessup Wealth Management, Inc Dayton, OH	BUY	-	3.65K New	$366K - $367K	3.65K $367K
Aug 07, 2024 Q2 2024	Oppenheimer & CO Inc New York, NY	BUY	-	3.63K + 25.89%	$364K - $366K	17.7K $1.78M
Jul 15, 2024 Q2 2024	Trust CO	BUY	-	3.63K New	$364K - $365K	3.63K $365K
Aug 08, 2024 Q2 2024	Steward Partners Investment Advisory, LLC	BUY	-	3.61K + 2.49%	$362K - $364K	148K $14.9M
Aug 14, 2024 Q2 2024	Ken Fisher Fisher Asset Management, LLC \| Camas, Wa	BUY	-	3.49K New	$350K - $352K	3.49K $351K
Aug 14, 2024 Q2 2024	Omnia Family Wealth, LLC	BUY	-	3.48K + 1.76%	$349K - $350K	201K $20.3M
Aug 06, 2024 Q2 2024	Beacon Financial Group	BUY	-	3.47K + 17.87%	$348K - $350K	22.9K $2.31M
Jul 19, 2024 Q2 2024	Long Run Wealth Advisors, LLC	BUY	-	3.47K New	$348K - $350K	3.47K $349K
Aug 06, 2024 Q2 2024	Efg Asset Management (Americas) Corp.	BUY	-	3.46K New	$347K - $348K	3.46K $348K
Jul 15, 2024 Q2 2024	Transform Wealth, LLC	BUY	-	3.45K New	$346K - $348K	3.45K $347K
Jul 22, 2024 Q2 2024	Fifth Third Bancorp	BUY	-	3.39K + 42400.0%	$340K - $342K	3.4K $342K
Jul 29, 2024 Q2 2024	Modera Wealth Management, LLC	BUY	-	3.37K + 139.24%	$338K - $340K	5.79K $583K
Aug 09, 2024 Q2 2024	Clearstead Advisors, LLC Cleveland, OH	BUY	-	3.26K + 2.6%	$327K - $329K	129K $12.9M
Jul 12, 2024 Q2 2024	Columbia Advisory Partners LLC	BUY	-	3.22K + 36.64%	$323K - $324K	12K $1.21M
Aug 09, 2024 Q2 2024	Decision Point Financial, LLC Mesa, AZ	BUY	-	3.17K + 233.09%	$318K - $319K	4.53K $456K
Aug 14, 2024 Q2 2024	Cable Car Capital LLC San Francisco, CA	BUY	-	3.14K New	$315K - $317K	3.14K $316K
Aug 12, 2024 Q2 2024	Coombe, Bender & CO LLC	BUY	-	3.13K New	$314K - $315K	3.13K $315K

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Account

Purchases and Sales Made in Q2 2024 in Ishares Trishares 0 3 Mnth Tre (SGOV)

6.06K

6.02K

5.87K

5.8K

5.79K

5.74K

5.71K

5.63K

5.56K

5.39K

5.26K

5.18K

5.14K

4.97K

4.9K

4.87K

4.85K

4.82K

4.79K

4.6K

4.54K

4.48K

4.45K

4.42K

4.41K

4.24K

4.21K

4K

3.95K

3.89K

3.82K

3.82K

3.73K

3.65K

3.63K

3.63K

3.61K

3.49K

3.48K

3.47K

3.47K

3.46K

3.45K

3.39K

3.37K

3.26K

3.22K

3.17K

3.14K

3.13K

Track Institutional and Insider Activities on SGOV

Institutional Portfolio Updates

Insider Trading

News