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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6KNew |
$600K - $604K
|
6K
$604K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.86KNew |
$586K - $590K
|
5.86K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85K+ 26.42% |
$585K - $589K
|
28K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.57KNew |
$557K - $561K
|
5.57K
$561K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.54K+ 48.14% |
$554K - $558K
|
17K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.49KNew |
$549K - $553K
|
5.49K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.46KNew |
$547K - $550K
|
5.46K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
5.45KNew |
$545K - $549K
|
5.45K
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5.42KNew |
$542K - $546K
|
5.42K
$546K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.38K+ 3.59% |
$539K - $542K
|
155K
$15.6M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.37K+ 18.02% |
$538K - $541K
|
35.2K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.37K+ 18.02% |
$538K - $541K
|
35.2K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$510K - $514K
|
5.1K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 22.91% |
$506K - $509K
|
27.1K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
5.03KNew |
$503K - $507K
|
5.03K
$506K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.02K+ 4.17% |
$502K - $506K
|
125K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.01KNew |
$501K - $504K
|
5.01K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5KNew |
$500K - $504K
|
5K
$503K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.81K+ 29.87% |
$481K - $484K
|
20.9K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.78KNew |
$478K - $481K
|
4.78K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$474K - $477K
|
4.74K
$477K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4.54K+ 13.24% |
$454K - $457K
|
38.8K
$3.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.43K+ 55.15% |
$443K - $446K
|
12.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.39K+ 21.27% |
$439K - $442K
|
25K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.39KNew |
$439K - $442K
|
4.39K
$442K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.34K+ 64.36% |
$434K - $437K
|
11.1K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.34K+ 64.36% |
$434K - $437K
|
11.1K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.28KNew |
$428K - $431K
|
4.28K
$430K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.26K+ 210.32% |
$426K - $429K
|
6.28K
$632K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.1KNew |
$410K - $412K
|
4.1K
$412K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.04KNew |
$405K - $407K
|
4.04K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.85K+ 173.14% |
$385K - $388K
|
6.07K
$611K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 185.81% |
$378K - $381K
|
5.82K
$586K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.69KNew |
$369K - $372K
|
3.69K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.66KNew |
$366K - $369K
|
3.66K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$360K - $363K
|
3.6K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.49K+ 47.95% |
$349K - $351K
|
10.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.29K+ 11.51% |
$329K - $332K
|
31.9K
$3.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.19K+ 128.15% |
$319K - $321K
|
5.67K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3.19K+ 9.34% |
$319K - $321K
|
37.3K
$3.76M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16K+ 29.23% |
$316K - $319K
|
14K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.15K+ 73.52% |
$316K - $318K
|
7.44K
$749K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.06K+ 51.8% |
$306K - $308K
|
8.96K
$902K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.03KNew |
$303K - $305K
|
3.03K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3.02K+ 45.5% |
$302K - $304K
|
9.65K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.93K+ 47.2% |
$293K - $295K
|
9.14K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.86K+ 0.24% |
$286K - $288K
|
1.17M
$118M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.82K+ 74.95% |
$282K - $284K
|
6.59K
$663K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.82K+ 74.95% |
$282K - $284K
|
6.59K
$663K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.81KNew |
$281K - $283K
|
2.81K
$283K
|