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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-24.2K- 23.63% |
$2.42M - $2.43M
|
78.1K
$7.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-25.6K- 36.07% |
$2.57M - $2.58M
|
45.4K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.8K- 21.27% |
$2.58M - $2.59M
|
95.4K
$9.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-26.1K- 44.35% |
$2.62M - $2.63M
|
32.8K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27K- 7.0% |
$2.7M - $2.72M
|
358K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.1K- 9.74% |
$2.71M - $2.73M
|
251K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-27.1K- 52.17% |
$2.72M - $2.73M
|
24.9K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.7K- 6.73% |
$2.77M - $2.79M
|
384K
$38.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.7K- 1.69% |
$2.78M - $2.79M
|
1.61M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.2K- 65.12% |
$2.82M - $2.84M
|
15.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-28.7K- 8.92% |
$2.87M - $2.89M
|
293K
$29.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-31.2K- 28.03% |
$3.13M - $3.14M
|
80.1K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-31.4K- 33.7% |
$3.15M - $3.16M
|
61.8K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.7K- 12.68% |
$3.18M - $3.2M
|
219K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.8K- 3.43% |
$3.18M - $3.2M
|
894K
$90M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-34.1K- 52.92% |
$3.42M - $3.44M
|
30.4K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-34.2K- 14.1% |
$3.42M - $3.44M
|
208K
$21M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 97.5% |
$3.44M - $3.46M
|
882
$88.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-35.9K- 93.01% |
$3.6M - $3.62M
|
2.7K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36K- 41.51% |
$3.61M - $3.62M
|
50.7K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-38.4K- 34.82% |
$3.84M - $3.86M
|
71.8K
$7.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-40.1K- 51.53% |
$4.01M - $4.03M
|
37.7K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-41.5K- 21.04% |
$4.16M - $4.18M
|
156K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 11.93% |
$4.24M - $4.27M
|
313K
$31.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-48K- 69.09% |
$4.81M - $4.83M
|
21.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 5.86% |
$5.6M - $5.63M
|
898K
$90.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-61.6K- 5.24% |
$6.17M - $6.2M
|
1.11M
$112M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-71.6K- 5.66% |
$7.17M - $7.21M
|
1.19M
$120M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-74.7K- 40.91% |
$7.48M - $7.52M
|
108K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-75K- 29.35% |
$7.51M - $7.56M
|
181K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-76.1K- 4.16% |
$7.62M - $7.66M
|
1.75M
$176M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-78.7K- 66.2% |
$7.88M - $7.92M
|
40.2K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82K- 24.02% |
$8.22M - $8.26M
|
259K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.2K- 95.71% |
$8.64M - $8.69M
|
3.87K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.6K- 7.3% |
$8.77M - $8.82M
|
1.11M
$112M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-95.2K- 17.93% |
$9.53M - $9.58M
|
436K
$43.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-120K- 60.41% |
$12M - $12.1M
|
78.7K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-145K- 18.38% |
$14.6M - $14.6M
|
646K
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157K- 4.63% |
$15.7M - $15.8M
|
3.24M
$326M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-188K- 27.34% |
$18.8M - $18.9M
|
499K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211K- 14.44% |
$21.1M - $21.3M
|
1.25M
$126M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-324K- 32.3% |
$32.4M - $32.6M
|
679K
$68.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-357K- 34.71% |
$35.8M - $36M
|
672K
$67.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-440K- 61.1% |
$44M - $44.3M
|
280K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-446K- 80.77% |
$44.6M - $44.9M
|
106K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-658K- 89.62% |
$65.9M - $66.3M
|
76.2K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-667K- 40.02% |
$66.8M - $67.1M
|
999K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.46M- 99.91% |
$147M - $148M
|
1.3K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.01M- 98.82% |
$302M - $303M
|
35.9K
$3.61M
|