Purchases and Sales Made in Q4 2023 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 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 31, 2024 Q4 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
45
+ 0.53%
$4.5K - $4.53K
8.53K $859K
Jan 16, 2024 Q4 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
45
+ 1.67%
$4.5K - $4.53K
2.74K $276K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
40
+ 3.6%
$4K - $4.03K
1.15K $116K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
33
New
$3.3K - $3.32K
33 $3.32K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
29
New
$2.9K - $2.92K
29 $2.92K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
25
+ 0.43%
$2.5K - $2.52K
5.84K $588K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
24
+ 0.93%
$2.4K - $2.42K
2.61K $262K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
24
+ 0.57%
$2.4K - $2.42K
4.25K $428K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
20
+ 0.51%
$2K - $2.01K
3.98K $400K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
18
New
$1.8K - $1.81K
18 $1.81K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
14
New
$1.4K - $1.41K
14 $1.41K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
11
New
$1.1K - $1.11K
11 $1.11K
Feb 13, 2024 Q4 2023
United Community Bank

Greenville, SC
BUY
 -
8
+ 0.39%
$800 - $806
2.06K $208K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
3
+ 3.75%
$300 - $302
83 $8.35K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
New
$100 - $101
1 $101
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
New
$100 - $101
1 $101
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-6
- 2.22%
$600 - $604
264 $26.6K
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-14
- 1.37%
$1.4K - $1.41K
1.01K $101K
Feb 02, 2024 Q4 2023
Boyd Watterson Asset Management LLC

SELL
 -
-21
- 0.94%
$2.1K - $2.12K
2.22K $223K
May 17, 2024 Q4 2023
Baxter Bros Inc

SELL
 -
-22
- 0.84%
$2.2K - $2.22K
2.6K $261K
Jan 23, 2024 Q4 2023
Upper Left Wealth Management, LLC

SELL
 -
-24
- 0.79%
$2.4K - $2.42K
3.02K $304K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-49
- 42.24%
$4.9K - $4.94K
67 $6.74K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-72
- 35.47%
$7.2K - $7.25K
131 $13.2K
Jan 09, 2024 Q4 2023
Capitol Family Office, Inc.

SELL
 -
-102
- 2.43%
$10.2K - $10.3K
4.09K $412K
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
SELL
 -
-146
- 6.28%
$14.6K - $14.7K
2.18K $219K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-146
- 0.47%
$14.6K - $14.7K
31K $3.12M
Feb 14, 2024 Q4 2023
Choate Investment Advisors

Boston, MA
SELL
 -
-205
- 1.0%
$20.5K - $20.6K
20.3K $2.04M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

SELL
 -
-272
- 1.45%
$27.2K - $27.4K
18.4K $1.85M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-318
- 2.31%
$31.8K - $32K
13.5K $1.36M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-328
- 8.32%
$32.8K - $33K
3.62K $364K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

SELL
 -
-384
- 6.52%
$38.4K - $38.7K
5.51K $554K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-389
- 43.95%
$38.9K - $39.2K
496 $49.9K
Jan 25, 2024 Q4 2023
Vishria Bird Financial Group, LLC

SELL
 -
-472
- 4.07%
$47.2K - $47.5K
11.1K $1.12M
Feb 05, 2024 Q4 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-500
- 19.46%
$50K - $50.4K
2.07K $208K
Feb 14, 2024 Q4 2023
Concentric Wealth Management, LLC

Lafayette, CA
SELL
 -
-530
- 6.39%
$53K - $53.4K
7.77K $782K
Feb 09, 2024 Q4 2023
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-531
- 22.82%
$53.1K - $53.5K
1.8K $181K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

SELL
 -
-540
- 10.19%
$54K - $54.4K
4.76K $479K
Feb 09, 2024 Q4 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-592
- 21.02%
$59.2K - $59.6K
2.23K $224K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-661
- 8.22%
$66.1K - $66.6K
7.39K $743K
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
SELL
 -
-696
- 15.13%
$69.6K - $70.1K
3.9K $393K
Jan 09, 2024 Q4 2023
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-738
- 4.71%
$73.8K - $74.3K
14.9K $1.5M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-786
- 28.34%
$78.6K - $79.2K
1.99K $200K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-786
- 19.7%
$78.6K - $79.2K
3.2K $322K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-827
- 19.17%
$82.7K - $83.3K
3.49K $351K
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-831
- 3.71%
$83.1K - $83.7K
21.6K $2.17M
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-935
- 13.75%
$93.5K - $94.2K
5.87K $590K
Apr 08, 2024 Q4 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-946
- 16.39%
$94.6K - $95.3K
4.83K $486K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-995
- 87.82%
$99.5K - $100K
138 $13.9K
Feb 14, 2024 Q4 2023
Sprott Inc.

Toronto, A6
SELL
 -
-1.11K
- 34.63%
$111K - $112K
2.1K $212K

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