Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
81.1K+ 46.53% |
$8.11M - $8.17M
|
255K
$25.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79.1K+ 15.67% |
$7.91M - $7.96M
|
584K
$58.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
78.7K+ 560.97% |
$7.88M - $7.93M
|
92.8K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76.1K+ 43.76% |
$7.61M - $7.66M
|
250K
$25.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
75.8KNew |
$7.58M - $7.63M
|
75.8K
$7.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
75KNew |
$7.51M - $7.56M
|
75K
$7.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
72.7K+ 123.85% |
$7.27M - $7.32M
|
131K
$13.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71.4K+ 14.52% |
$7.14M - $7.19M
|
563K
$56.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
68.3K+ 33.12% |
$6.83M - $6.88M
|
274K
$27.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
68.2K+ 67.66% |
$6.83M - $6.87M
|
169K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65.7K+ 73.71% |
$6.57M - $6.62M
|
155K
$15.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
57.4K+ 7.41% |
$5.74M - $5.78M
|
831K
$83.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
57.3K+ 672.27% |
$5.73M - $5.77M
|
65.8K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
55.4K+ 19.12% |
$5.55M - $5.59M
|
345K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54.6K+ 57.1% |
$5.47M - $5.5M
|
150K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54K+ 24.63% |
$5.4M - $5.44M
|
273K
$27.5M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
53.8KNew |
$5.39M - $5.42M
|
53.8K
$5.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
52.1K+ 47.62% |
$5.21M - $5.25M
|
161K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
51.8K+ 30.86% |
$5.18M - $5.21M
|
220K
$22.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50.8KNew |
$5.09M - $5.12M
|
50.8K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
50.2KNew |
$5.02M - $5.05M
|
50.2K
$5.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
48KNew |
$4.8M - $4.83M
|
48K
$4.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.5K+ 302.86% |
$4.75M - $4.79M
|
63.2K
$6.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
47.4K+ 121.87% |
$4.74M - $4.78M
|
86.3K
$8.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.4K+ 8.81% |
$4.74M - $4.78M
|
586K
$59M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
46.7KNew |
$4.67M - $4.7M
|
46.7K
$4.7M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
46.6K+ 66.91% |
$4.66M - $4.69M
|
116K
$11.7M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
45.1KNew |
$4.51M - $4.55M
|
45.1K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.9K+ 57.6% |
$4.49M - $4.52M
|
123K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
43.8K+ 172.43% |
$4.38M - $4.41M
|
69.2K
$6.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
42.2K+ 1133.97% |
$4.22M - $4.25M
|
45.9K
$4.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41K+ 102.09% |
$4.1M - $4.13M
|
81.1K
$8.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
41K+ 224.92% |
$4.1M - $4.12M
|
59.2K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.7K+ 20.52% |
$3.97M - $4M
|
233K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
39K+ 586.17% |
$3.9M - $3.92M
|
45.6K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
38.3KNew |
$3.83M - $3.86M
|
38.3K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 63.92% |
$3.81M - $3.84M
|
97.6K
$9.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
37.5KNew |
$3.75M - $3.78M
|
37.5K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
37.2KNew |
$3.73M - $3.75M
|
37.2K
$3.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35.9K+ 261.23% |
$3.59M - $3.62M
|
49.6K
$5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34.7KNew |
$3.47M - $3.49M
|
34.7K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
34.5KNew |
$3.45M - $3.47M
|
34.5K
$3.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
33.6K+ 22.76% |
$3.36M - $3.38M
|
181K
$18.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
33.2K+ 56.66% |
$3.32M - $3.34M
|
91.8K
$9.24M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32.3K+ 10789.63% |
$3.23M - $3.25M
|
32.6K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$3.19M - $3.21M
|
31.9K
$3.21M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31.1K+ 149.26% |
$3.12M - $3.14M
|
52K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
30.2K+ 145.66% |
$3.02M - $3.04M
|
50.9K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30K+ 38.05% |
$3.01M - $3.03M
|
109K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
30K+ 49.14% |
$3.01M - $3.03M
|
91.2K
$9.18M
|