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 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.3K+ 46.69% |
$1.33M - $1.34M
|
41.8K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3KNew |
$1.33M - $1.34M
|
13.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 191.76% |
$1.32M - $1.33M
|
20.1K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13K+ 39.34% |
$1.3M - $1.31M
|
46.1K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.7KNew |
$1.27M - $1.28M
|
12.7K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
12.6KNew |
$1.27M - $1.27M
|
12.6K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.6K+ 24.47% |
$1.27M - $1.27M
|
64.2K
$6.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12.6KNew |
$1.26M - $1.27M
|
12.6K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12.3KNew |
$1.23M - $1.24M
|
12.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.2K+ 21.15% |
$1.22M - $1.22M
|
69.7K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12K+ 128.96% |
$1.2M - $1.2M
|
21.2K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5K+ 11.36% |
$1.15M - $1.16M
|
113K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.5KNew |
$1.15M - $1.15M
|
11.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
11.4K+ 19.9% |
$1.14M - $1.14M
|
68.4K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.2K+ 4.09% |
$1.12M - $1.13M
|
285K
$28.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
11.1KNew |
$1.11M - $1.11M
|
11.1K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11KNew |
$1.11M - $1.11M
|
11K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
10.9K+ 42.24% |
$1.1M - $1.1M
|
36.8K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 5.52% |
$1.09M - $1.09M
|
207K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
10.8K+ 11.58% |
$1.08M - $1.09M
|
104K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 274.89% |
$1.03M - $1.03M
|
14K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.99K+ 86.89% |
$1M - $1.01M
|
21.5K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.97K+ 29.57% |
$998K - $1M
|
43.7K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9.88K+ 99.83% |
$989K - $995K
|
19.8K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.83KNew |
$984K - $989K
|
9.83K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.67K+ 39.79% |
$969K - $974K
|
34K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
9.65K+ 7.27% |
$967K - $972K
|
142K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.4KNew |
$942K - $947K
|
9.4K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.38K+ 23.17% |
$939K - $944K
|
49.8K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.35K+ 110.84% |
$937K - $942K
|
17.8K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.19K+ 4.76% |
$921K - $926K
|
202K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.13KNew |
$914K - $919K
|
9.13K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.89K+ 287.89% |
$891K - $896K
|
12K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.76K+ 136.99% |
$877K - $882K
|
15.1K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.69KNew |
$871K - $875K
|
8.69K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
8.67K+ 14.7% |
$869K - $873K
|
67.7K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.65K+ 9.5% |
$866K - $871K
|
99.7K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.59KNew |
$860K - $865K
|
8.59K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.23K+ 24.63% |
$825K - $829K
|
41.7K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.22K+ 48.52% |
$823K - $827K
|
25.1K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
8.06KNew |
$807K - $811K
|
8.06K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
7.99K+ 47.65% |
$800K - $804K
|
24.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.9K+ 15.18% |
$791K - $795K
|
59.9K
$6.03M
|