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
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.5K+ 52.03% |
$5.36M - $5.39M
|
156K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
51.6KNew |
$5.17M - $5.2M
|
51.6K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
51.5KNew |
$5.15M - $5.18M
|
51.5K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.9KNew |
$5.1M - $5.13M
|
50.9K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
50.2K+ 120.8% |
$5.02M - $5.05M
|
91.7K
$9.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
49.8KNew |
$4.99M - $5.02M
|
49.8K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.6K+ 810.78% |
$4.96M - $4.99M
|
55.7K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
49.5K+ 237.02% |
$4.95M - $4.98M
|
70.3K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
49.3K+ 96.19% |
$4.94M - $4.96M
|
101K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
49K+ 8.26% |
$4.91M - $4.94M
|
643K
$64.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
48.8KNew |
$4.89M - $4.92M
|
48.8K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.2K+ 53.61% |
$4.83M - $4.86M
|
138K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
48KNew |
$4.8M - $4.83M
|
48K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 33.98% |
$4.78M - $4.81M
|
188K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.6K+ 5.24% |
$4.77M - $4.79M
|
956K
$96.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.3K+ 13.42% |
$4.64M - $4.67M
|
392K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44.4K+ 121.09% |
$4.44M - $4.47M
|
81K
$8.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 303.8% |
$4.43M - $4.46M
|
58.8K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
44.2K+ 17.31% |
$4.43M - $4.45M
|
299K
$30.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
43.9K+ 1263.57% |
$4.4M - $4.43M
|
47.4K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
43.6KNew |
$4.36M - $4.39M
|
43.6K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.3K+ 65.42% |
$4.23M - $4.26M
|
107K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
42.2K+ 708.62% |
$4.23M - $4.25M
|
48.2K
$4.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
40.5K+ 205.8% |
$4.05M - $4.08M
|
60.1K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39.4K+ 4.43% |
$3.95M - $3.97M
|
929K
$93.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
39.3KNew |
$3.94M - $3.96M
|
39.3K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
36.4KNew |
$3.65M - $3.67M
|
36.4K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36KNew |
$3.61M - $3.63M
|
36K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
35.3K+ 196.1% |
$3.53M - $3.55M
|
53.2K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.3K+ 34.47% |
$3.53M - $3.55M
|
138K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33.9K+ 11496.27% |
$3.4M - $3.42M
|
34.2K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33KNew |
$3.3M - $3.32M
|
33K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32.5K+ 11.39% |
$3.25M - $3.27M
|
317K
$32M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.22M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
31.3KNew |
$3.14M - $3.16M
|
31.3K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.3KNew |
$3.03M - $3.05M
|
30.3K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
28.3KNew |
$2.84M - $2.85M
|
28.3K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.9KNew |
$2.79M - $2.81M
|
27.9K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
27.5K+ 23.72% |
$2.76M - $2.77M
|
144K
$14.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
27.1KNew |
$2.72M - $2.73M
|
27.1K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.8K+ 23.02% |
$2.68M - $2.7M
|
143K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
26.6K+ 983.41% |
$2.66M - $2.67M
|
29.3K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
26.1KNew |
$2.62M - $2.63M
|
26.1K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
26.1K+ 99.64% |
$2.61M - $2.63M
|
52.3K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26K+ 181.36% |
$2.61M - $2.62M
|
40.4K
$4.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25.2K+ 16.65% |
$2.53M - $2.54M
|
177K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25.2K+ 215.39% |
$2.53M - $2.54M
|
36.9K
$3.72M
|