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
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 194.78% |
$2.47M - $2.48M
|
37.3K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.3KNew |
$2.43M - $2.45M
|
24.3K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
24.3K+ 6.58% |
$2.43M - $2.44M
|
393K
$39.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
23.6KNew |
$2.36M - $2.37M
|
23.6K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
23.3K+ 315.46% |
$2.33M - $2.35M
|
30.7K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 1680.91% |
$2.33M - $2.34M
|
24.6K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23.2K+ 38.63% |
$2.33M - $2.34M
|
83.4K
$8.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
22.9K+ 9.72% |
$2.3M - $2.31M
|
259K
$26.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
22.5K+ 144.49% |
$2.26M - $2.27M
|
38.1K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
22K+ 8.94% |
$2.2M - $2.21M
|
268K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.8K+ 41.69% |
$2.18M - $2.2M
|
74.1K
$7.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21.5K+ 713.31% |
$2.15M - $2.16M
|
24.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
21.5KNew |
$2.15M - $2.16M
|
21.5K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 795.58% |
$2.11M - $2.12M
|
23.7K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
20.8KNew |
$2.08M - $2.09M
|
20.8K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 11.63% |
$2.08M - $2.09M
|
199K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
20.2KNew |
$2.02M - $2.03M
|
20.2K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19.5KNew |
$1.96M - $1.97M
|
19.5K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.5KNew |
$1.95M - $1.96M
|
19.5K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.4K+ 58.34% |
$1.94M - $1.95M
|
52.6K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 1634.64% |
$1.88M - $1.89M
|
19.9K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.4K+ 11.51% |
$1.84M - $1.85M
|
178K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18.1K+ 9.81% |
$1.82M - $1.83M
|
203K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.9K+ 1786100.0% |
$1.79M - $1.8M
|
17.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 8.45% |
$1.79M - $1.8M
|
229K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.7K+ 39.52% |
$1.78M - $1.79M
|
62.6K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.6K+ 10.47% |
$1.76M - $1.77M
|
185K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17.5KNew |
$1.75M - $1.76M
|
17.5K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.4K+ 161.19% |
$1.74M - $1.75M
|
28.2K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17KNew |
$1.71M - $1.71M
|
17K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 77.67% |
$1.7M - $1.71M
|
38.9K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.8K+ 1681400.0% |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 283.53% |
$1.66M - $1.66M
|
22.4K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.5K+ 56.92% |
$1.65M - $1.66M
|
45.5K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 28.89% |
$1.64M - $1.65M
|
73.2K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1K+ 811.51% |
$1.62M - $1.63M
|
18.1K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 20.36% |
$1.61M - $1.62M
|
95.1K
$9.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.9KNew |
$1.59M - $1.6M
|
15.9K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.5K+ 8.51% |
$1.55M - $1.56M
|
198K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.3KNew |
$1.54M - $1.55M
|
15.3K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$1.49M - $1.5M
|
14.9K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.8K+ 18.96% |
$1.48M - $1.49M
|
93K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
14.8K+ 35.78% |
$1.48M - $1.49M
|
56K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.5K+ 167.31% |
$1.45M - $1.46M
|
23.2K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14.2K+ 12.02% |
$1.43M - $1.43M
|
133K
$13.4M
|