Purchases and Sales Made in Q4 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.02M+ 9893.56% |
$302M - $304M
|
3.05M
$307M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.14MNew |
$214M - $215M
|
2.14M
$215M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.42MNew |
$143M - $143M
|
1.42M
$143M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.21M+ 40.02% |
$121M - $122M
|
4.24M
$426M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14M+ 1715.02% |
$114M - $115M
|
1.21M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.01M+ 146.82% |
$101M - $102M
|
1.7M
$171M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
820K+ 237.35% |
$82.1M - $82.5M
|
1.16M
$117M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
637KNew |
$63.8M - $64.1M
|
637K
$64.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
598K+ 17864.21% |
$59.9M - $60.3M
|
602K
$60.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
596K+ 153.86% |
$59.7M - $60M
|
983K
$98.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
585K+ 208.54% |
$58.6M - $58.9M
|
866K
$87.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
528KNew |
$52.8M - $53.1M
|
528K
$53.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
489KNew |
$49M - $49.3M
|
489K
$49.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
428K+ 36.24% |
$42.9M - $43.1M
|
1.61M
$162M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
393K+ 104.41% |
$39.3M - $39.5M
|
769K
$77.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
383K+ 40.16% |
$38.4M - $38.6M
|
1.34M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
359KNew |
$35.9M - $36.1M
|
359K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344K+ 40.1% |
$34.4M - $34.6M
|
1.2M
$121M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
342K+ 31.62% |
$34.2M - $34.4M
|
1.42M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
334K+ 1978.63% |
$33.4M - $33.6M
|
351K
$35.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
327K+ 166.43% |
$32.8M - $33M
|
524K
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
324K+ 1088.54% |
$32.4M - $32.6M
|
353K
$35.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
310K+ 128.51% |
$31.1M - $31.2M
|
551K
$55.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
293K+ 173.35% |
$29.4M - $29.5M
|
463K
$46.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 126.76% |
$28.8M - $29M
|
515K
$51.8M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
279KNew |
$27.9M - $28.1M
|
279K
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
257K+ 259.41% |
$25.8M - $25.9M
|
356K
$35.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
247K+ 123.58% |
$24.7M - $24.8M
|
446K
$44.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
234K+ 4.69% |
$23.5M - $23.6M
|
5.23M
$526M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
213K+ 58.7% |
$21.4M - $21.5M
|
577K
$58M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199K+ 151.33% |
$20M - $20.1M
|
331K
$33.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
199K+ 101.7% |
$19.9M - $20M
|
394K
$39.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195KNew |
$19.5M - $19.7M
|
195K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
190K+ 12265.61% |
$19M - $19.1M
|
192K
$19.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
182K+ 270.15% |
$18.3M - $18.4M
|
250K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
182KNew |
$18.3M - $18.4M
|
182K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 104.66% |
$17.6M - $17.7M
|
344K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
174K+ 24.7% |
$17.4M - $17.5M
|
876K
$88.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
172KNew |
$17.2M - $17.3M
|
172K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
172KNew |
$17.2M - $17.3M
|
172K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
171K+ 617.3% |
$17.1M - $17.2M
|
199K
$20M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
167KNew |
$16.7M - $16.8M
|
167K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155K+ 240.19% |
$15.6M - $15.6M
|
220K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
154KNew |
$15.4M - $15.5M
|
154K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 18.53% |
$15.3M - $15.4M
|
979K
$98.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
153KNew |
$15.3M - $15.4M
|
153K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 507.44% |
$14.7M - $14.8M
|
176K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
146K+ 774.78% |
$14.6M - $14.7M
|
165K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
144KNew |
$14.4M - $14.5M
|
144K
$14.5M
|