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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 36.41% |
$442K - $445K
|
16.5K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.41KNew |
$441K - $444K
|
4.41K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.35KNew |
$435K - $438K
|
4.35K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 2.06% |
$422K - $424K
|
208K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.21K+ 19.8% |
$421K - $424K
|
25.4K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.11K+ 20.88% |
$412K - $414K
|
23.8K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 44.52% |
$410K - $413K
|
13.3K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.03K+ 3.49% |
$404K - $406K
|
119K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 37.35% |
$394K - $396K
|
14.5K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.89KNew |
$390K - $392K
|
3.89K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.87KNew |
$387K - $389K
|
3.87K
$389K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.85K+ 103.83% |
$386K - $388K
|
7.56K
$761K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.83KNew |
$383K - $385K
|
3.83K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.82K+ 22.94% |
$383K - $385K
|
20.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$375K - $377K
|
3.74K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.63KNew |
$364K - $366K
|
3.63K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.58K+ 2.56% |
$358K - $360K
|
143K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.54K+ 145.12% |
$354K - $356K
|
5.98K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 6.57% |
$353K - $355K
|
57.2K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.48K+ 20.83% |
$348K - $350K
|
20.2K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 5.56% |
$339K - $341K
|
64.2K
$6.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$340K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.26KNew |
$327K - $329K
|
3.26K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.24K+ 16.75% |
$324K - $326K
|
22.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.19KNew |
$320K - $321K
|
3.19K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.01K+ 96.66% |
$301K - $303K
|
6.12K
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 128.59% |
$288K - $289K
|
5.11K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.84K+ 10.7% |
$285K - $286K
|
29.4K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.8K+ 93.48% |
$280K - $282K
|
5.79K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 7.24% |
$279K - $281K
|
41.3K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.78K+ 18.8% |
$279K - $280K
|
17.6K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.78KNew |
$279K - $280K
|
2.78K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.72K+ 1.28% |
$272K - $274K
|
215K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.7KNew |
$270K - $272K
|
2.7K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 1.75% |
$269K - $271K
|
156K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.67K+ 15.94% |
$268K - $269K
|
19.4K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.66KNew |
$267K - $268K
|
2.66K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.58K+ 11.52% |
$259K - $260K
|
25K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 6.87% |
$259K - $260K
|
40.1K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
2.52KNew |
$252K - $253K
|
2.52K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 10.1% |
$251K - $252K
|
27.3K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
2.5K+ 62.5% |
$250K - $252K
|
6.5K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.46K+ 2.89% |
$246K - $248K
|
87.4K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$245K - $247K
|
2.45K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.44K+ 7.23% |
$245K - $246K
|
36.2K
$3.65M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.42K+ 1.6% |
$242K - $244K
|
154K
$15.5M
|