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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.3K+ 20.05% |
$2.93M - $2.95M
|
175K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
28.7K+ 10.94% |
$2.87M - $2.89M
|
291K
$29.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
28.6KNew |
$2.87M - $2.89M
|
28.6K
$2.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
28.5K+ 28.81% |
$2.85M - $2.87M
|
127K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.1K+ 21.91% |
$2.81M - $2.83M
|
156K
$15.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27.8K+ 25.13% |
$2.78M - $2.8M
|
138K
$13.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
26.9K+ 165.87% |
$2.69M - $2.71M
|
43K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.8K+ 166.05% |
$2.69M - $2.7M
|
43K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.2KNew |
$2.53M - $2.54M
|
25.2K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.3K+ 149.83% |
$2.43M - $2.45M
|
40.6K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.3KNew |
$2.43M - $2.45M
|
24.3K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
23.3KNew |
$2.33M - $2.35M
|
23.3K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.2K+ 752.3% |
$2.32M - $2.34M
|
26.3K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 70.4% |
$2.31M - $2.32M
|
55.8K
$5.62M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.9KNew |
$2.29M - $2.3M
|
22.9K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 204.0% |
$2.28M - $2.3M
|
34K
$3.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.5KNew |
$2.25M - $2.27M
|
22.5K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.5K+ 40.88% |
$2.25M - $2.26M
|
77.5K
$7.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
22.3K+ 17.99% |
$2.23M - $2.24M
|
146K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.7K+ 8.76% |
$2.17M - $2.19M
|
270K
$27.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.3K+ 169.3% |
$2.13M - $2.14M
|
33.8K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.1KNew |
$2.11M - $2.13M
|
21.1K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 15.84% |
$2.06M - $2.08M
|
151K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 34.4% |
$2.04M - $2.06M
|
79.7K
$8.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
20K+ 29.23% |
$2M - $2.01M
|
88.2K
$8.88M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19.9KNew |
$2M - $2.01M
|
19.9K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
19.5K+ 447.56% |
$1.96M - $1.97M
|
23.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4K+ 226.84% |
$1.94M - $1.95M
|
27.9K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
19.3K+ 732.99% |
$1.93M - $1.94M
|
21.9K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.9K+ 10.55% |
$1.79M - $1.81M
|
188K
$18.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.3K+ 33.75% |
$1.73M - $1.74M
|
68.7K
$6.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
17KNew |
$1.7M - $1.71M
|
17K
$1.71M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 641.6% |
$1.69M - $1.7M
|
19.5K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
16.7K+ 674.03% |
$1.68M - $1.69M
|
19.2K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 15.31% |
$1.54M - $1.55M
|
116K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.9KNew |
$1.49M - $1.5M
|
14.9K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14.8K+ 1840.3% |
$1.48M - $1.49M
|
15.6K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 81.58% |
$1.45M - $1.45M
|
32.2K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.4KNew |
$1.44M - $1.45M
|
14.4K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
14.3K+ 15.46% |
$1.43M - $1.44M
|
107K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
14KNew |
$1.4M - $1.41M
|
14K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.2K+ 35.8% |
$1.32M - $1.33M
|
50.2K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13K+ 26.62% |
$1.3M - $1.31M
|
61.9K
$6.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 10.54% |
$1.24M - $1.25M
|
130K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12K+ 19.68% |
$1.2M - $1.21M
|
72.8K
$7.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
11.8K+ 20.49% |
$1.18M - $1.18M
|
69.1K
$6.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.7KNew |
$1.17M - $1.18M
|
11.7K
$1.18M
|