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 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
141K+ 1952.05% |
$14.1M - $14.2M
|
148K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
134K+ 2197.86% |
$13.4M - $13.5M
|
140K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
134K+ 38.28% |
$13.4M - $13.5M
|
483K
$48.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 40.14% |
$13M - $13M
|
452K
$45.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
122K+ 20.29% |
$12.2M - $12.3M
|
723K
$72.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
122K+ 140.09% |
$12.2M - $12.3M
|
209K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
122K+ 1724.52% |
$12.2M - $12.3M
|
129K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
116K+ 3001.55% |
$11.6M - $11.7M
|
120K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
110K+ 35.6% |
$11M - $11.1M
|
419K
$42.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
108K+ 28.89% |
$10.8M - $10.8M
|
480K
$48.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
105KNew |
$10.5M - $10.6M
|
105K
$10.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.5K+ 563.25% |
$9.76M - $9.81M
|
115K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97.3K+ 82.17% |
$9.74M - $9.79M
|
216K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
96.2KNew |
$9.64M - $9.69M
|
96.2K
$9.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
92.1K+ 11.09% |
$9.22M - $9.27M
|
922K
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.9K+ 16.38% |
$9.11M - $9.16M
|
646K
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
90.2K+ 9.63% |
$9.03M - $9.08M
|
1.03M
$103M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
89.6K+ 185.78% |
$8.98M - $9.03M
|
138K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
87.8KNew |
$8.79M - $8.84M
|
87.8K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
86.1K+ 688.18% |
$8.62M - $8.67M
|
98.6K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83.5K+ 527.0% |
$8.37M - $8.41M
|
99.4K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.5K+ 9.69% |
$8.26M - $8.31M
|
934K
$94M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
81.5KNew |
$8.16M - $8.21M
|
81.5K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.9K+ 21.87% |
$8M - $8.04M
|
445K
$44.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
74.7KNew |
$7.48M - $7.52M
|
74.7K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74.3K+ 1356.87% |
$7.45M - $7.49M
|
79.8K
$8.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
73.1K+ 6.88% |
$7.32M - $7.36M
|
1.14M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
71.1KNew |
$7.12M - $7.16M
|
71.1K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
71KNew |
$7.11M - $7.15M
|
71K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70K+ 37.86% |
$7.01M - $7.05M
|
255K
$25.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
70K+ 2744.1% |
$7.01M - $7.05M
|
72.6K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
69.7K+ 11.8% |
$6.98M - $7.02M
|
661K
$66.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 152.16% |
$6.66M - $6.69M
|
110K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
66.2K+ 15.74% |
$6.63M - $6.66M
|
487K
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
64.9KNew |
$6.5M - $6.53M
|
64.9K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
64.5KNew |
$6.46M - $6.5M
|
64.5K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61.7K+ 215.01% |
$6.18M - $6.21M
|
90.4K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
60.8K+ 48.28% |
$6.09M - $6.12M
|
187K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
60.2K+ 31.56% |
$6.03M - $6.07M
|
251K
$25.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58.1K+ 23.22% |
$5.82M - $5.85M
|
308K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.4K+ 594.91% |
$5.75M - $5.78M
|
67.1K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56.4KNew |
$5.65M - $5.68M
|
56.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
56.1K+ 57.49% |
$5.62M - $5.65M
|
154K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
53.5KNew |
$5.36M - $5.39M
|
53.5K
$5.39M
|