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
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7.85KNew |
$787K - $791K
|
7.85K
$791K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.81KNew |
$782K - $786K
|
7.81K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.78KNew |
$780K - $784K
|
7.78K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
7.69K+ 16.46% |
$770K - $774K
|
54.4K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.66KNew |
$767K - $771K
|
7.66K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.55KNew |
$756K - $760K
|
7.55K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.54K+ 18.42% |
$756K - $760K
|
48.5K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 4.1% |
$742K - $746K
|
188K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 21.92% |
$741K - $745K
|
41.1K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$738K - $742K
|
7.37K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.33KNew |
$734K - $738K
|
7.33K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.31KNew |
$732K - $736K
|
7.31K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.16K+ 17.96% |
$717K - $721K
|
47K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.02K+ 78.87% |
$703K - $707K
|
15.9K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.97K+ 155.75% |
$698K - $701K
|
11.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.93KNew |
$694K - $698K
|
6.93K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.93KNew |
$694K - $697K
|
6.93K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.78K+ 58.68% |
$679K - $683K
|
18.3K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.76KNew |
$677K - $681K
|
6.76K
$681K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.72K+ 95.48% |
$673K - $677K
|
13.8K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.71KNew |
$672K - $676K
|
6.71K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.63K+ 4.9% |
$664K - $668K
|
142K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.62KNew |
$663K - $666K
|
6.62K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.28K+ 3.52% |
$629K - $632K
|
185K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
5.89KNew |
$590K - $593K
|
5.89K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.88KNew |
$589K - $592K
|
5.88K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.85K+ 13.29% |
$586K - $589K
|
49.9K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.85K+ 158.72% |
$586K - $589K
|
9.53K
$960K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.77K+ 6.57% |
$578K - $581K
|
93.6K
$9.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.73KNew |
$574K - $577K
|
5.73K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.65KNew |
$566K - $569K
|
5.65K
$568K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.48KNew |
$548K - $551K
|
5.48K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.41K+ 91.12% |
$542K - $545K
|
11.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.36K+ 72.62% |
$536K - $539K
|
12.7K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 0.75% |
$531K - $534K
|
709K
$71.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 38.4% |
$530K - $533K
|
19.1K
$1.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.25K+ 55.41% |
$526K - $528K
|
14.7K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.15K+ 16.47% |
$516K - $519K
|
36.4K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.07KNew |
$508K - $511K
|
5.07K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.98KNew |
$499K - $502K
|
4.98K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.62KNew |
$463K - $465K
|
4.62K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.59KNew |
$460K - $462K
|
4.59K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
4.58KNew |
$459K - $462K
|
4.58K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.56K+ 32.27% |
$456K - $459K
|
18.7K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$454K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.49KNew |
$450K - $452K
|
4.49K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 37.54% |
$444K - $447K
|
16.2K
$1.64M
|