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

SGOV Quotes by TradingView

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 Trade History
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.39K
+ 10.16%
$139K - $140K
15.1K $1.52M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.39K
+ 6.71%
$139K - $140K
22.1K $2.23M
Aug 14, 2024 Q2 2024
Aviso Financial Inc.

Toronto, A6
BUY
 -
1.39K
New
$139K - $140K
1.39K $139K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.37K
+ 42.02%
$137K - $138K
4.63K $466K
Jul 16, 2024 Q2 2024
Hubbell Strickland Wealth Management, LLC

BUY
 -
1.36K
+ 2.47%
$137K - $137K
56.6K $5.7M
Jul 19, 2024 Q2 2024
Ade, LLC

BUY
 -
1.34K
+ 23.44%
$134K - $135K
7.04K $708K
Jul 24, 2024 Q2 2024
Eagle Ridge Investment Management

BUY
 -
1.26K
+ 0.95%
$126K - $127K
133K $13.4M
Jul 31, 2024 Q2 2024
Spinnaker Trust

BUY
 -
1.24K
+ 0.75%
$124K - $125K
167K $16.8M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
1.21K
+ 0.67%
$121K - $121K
182K $18.3M
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.11K
+ 47.34%
$111K - $111K
3.44K $346K
Jul 29, 2024 Q2 2024
Meitav Dash Investments LTD

BUY
 -
1.03K
+ 9.04%
$104K - $104K
12.5K $1.25M
Aug 01, 2024 Q2 2024
Wisconsin Capital Management LLC

BUY
 -
1.01K
+ 2.62%
$101K - $101K
39.4K $3.96M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1K
+ 10.53%
$100K - $101K
10.5K $1.06M
Aug 13, 2024 Q2 2024
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
1K
+ 33.33%
$100K - $101K
4K $403K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
971
+ 3.92%
$97.4K - $97.8K
25.8K $2.59M
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
926
+ 45.46%
$92.9K - $93.3K
2.96K $298K
Aug 14, 2024 Q2 2024
Dagco, Inc.

BUY
 -
909
New
$91.2K - $91.6K
909 $91.5K
Jul 31, 2024 Q2 2024
Claro Advisors LLC

Boston, MA
BUY
 -
865
+ 32.57%
$86.8K - $87.1K
3.52K $354K
Jul 18, 2024 Q2 2024
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
834
+ 12.95%
$83.6K - $84K
7.28K $732K
Jul 24, 2024 Q2 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
808
New
$81K - $81.4K
808 $81.3K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
734
+ 12.86%
$73.6K - $74K
6.44K $648K
Jul 19, 2024 Q2 2024
Values First Advisors, Inc.

BUY
 -
718
+ 1.23%
$72K - $72.3K
59.1K $5.95M
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
718
+ 12.44%
$72K - $72.3K
6.49K $653K
Aug 02, 2024 Q2 2024
First National Trust CO

BUY
 -
708
+ 31.49%
$71K - $71.3K
2.96K $298K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
704
+ 938.67%
$70.6K - $70.9K
779 $78.4K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
BUY
 -
662
+ 29.49%
$66.4K - $66.7K
2.91K $293K
Aug 02, 2024 Q2 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
655
+ 2.93%
$65.7K - $66K
23K $2.32M
Aug 14, 2024 Q2 2024
Boyd Watterson Asset Management LLC

BUY
 -
646
New
$64.8K - $65.1K
646 $65K
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
636
+ 8.02%
$63.8K - $64.1K
8.57K $863K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
633
+ 12.16%
$63.5K - $63.8K
5.84K $588K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
599
+ 60.75%
$60.1K - $60.3K
1.59K $160K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
590
+ 10.8%
$59.2K - $59.4K
6.05K $609K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
576
+ 44.14%
$57.8K - $58K
1.88K $189K
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
513
+ 4.34%
$51.4K - $51.7K
12.3K $1.24M
Aug 13, 2024 Q2 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
511
+ 1.68%
$51.2K - $51.5K
31K $3.12M
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
475
New
$47.6K - $47.9K
475 $47.8K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
472
+ 11800.0%
$47.3K - $47.6K
476 $47.9K
Jul 23, 2024 Q2 2024
Vishria Bird Financial Group, LLC

BUY
 -
469
+ 4.15%
$47K - $47.3K
11.8K $1.18M
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
457
+ 0.78%
$45.8K - $46K
59K $5.94M
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
437
+ 3.41%
$43.8K - $44K
13.3K $1.33M
Jul 23, 2024 Q2 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
414
+ 6.54%
$41.5K - $41.7K
6.74K $679K
Aug 02, 2024 Q2 2024
United Community Bank

Greenville, SC
BUY
 -
397
+ 14.05%
$39.8K - $40K
3.22K $324K
Aug 13, 2024 Q2 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
364
+ 0.42%
$36.5K - $36.7K
87.9K $8.85M
Aug 01, 2024 Q2 2024
Jackson Creek Investment Advisors LLC

BUY
 -
350
+ 2.36%
$35.1K - $35.3K
15.2K $1.53M
Aug 02, 2024 Q2 2024
Carmichael Hill & Associates, Inc.

BUY
 -
315
+ 106.42%
$31.6K - $31.7K
611 $61.5K
Aug 14, 2024 Q2 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
315
+ 7.34%
$31.6K - $31.7K
4.61K $464K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
305
New
$30.6K - $30.7K
305 $30.7K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
298
New
$29.9K - $30K
298 $30K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
286
+ 22.26%
$28.7K - $28.8K
1.57K $158K

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