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 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 4.63% |
$240K - $241K
|
54.2K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$239K - $241K
|
2.39K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.35K+ 6.17% |
$236K - $237K
|
40.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$230K - $232K
|
2.3K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.3K+ 73.73% |
$230K - $232K
|
5.42K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.27KNew |
$228K - $229K
|
2.27K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.27K+ 8.88% |
$227K - $228K
|
27.8K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 33.51% |
$224K - $225K
|
8.9K
$896K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 29.65% |
$221K - $222K
|
9.65K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.18K+ 3.54% |
$218K - $219K
|
63.6K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.15KNew |
$215K - $217K
|
2.15K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.12K+ 73.28% |
$212K - $213K
|
5.01K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$202K - $203K
|
2.02K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.92K+ 28.05% |
$192K - $193K
|
8.77K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.81K+ 48.38% |
$181K - $182K
|
5.56K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.81K+ 13.81% |
$181K - $182K
|
14.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.8K+ 9.94% |
$180K - $181K
|
19.9K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.8K+ 38.81% |
$180K - $181K
|
6.43K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 46.24% |
$179K - $180K
|
5.66K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.76K+ 15.14% |
$176K - $177K
|
13.4K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 3.07% |
$174K - $175K
|
58.4K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.74KNew |
$174K - $175K
|
1.74K
$175K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.7K+ 2.96% |
$170K - $171K
|
59.1K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.61K+ 77.25% |
$162K - $162K
|
3.7K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.54K+ 2.99% |
$154K - $155K
|
53K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.51K+ 14.6% |
$152K - $152K
|
11.9K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.5K+ 74.26% |
$150K - $151K
|
3.52K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.48KNew |
$148K - $149K
|
1.48K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.44K+ 64.24% |
$144K - $145K
|
3.68K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.42K+ 23.64% |
$142K - $143K
|
7.42K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 48.29% |
$140K - $141K
|
4.3K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.38K+ 9.41% |
$138K - $139K
|
16K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.33K+ 278.03% |
$133K - $134K
|
1.81K
$182K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.3K+ 4.57% |
$130K - $130K
|
29.6K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 46.3% |
$125K - $126K
|
3.95K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.23K+ 3.98% |
$123K - $123K
|
32K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.11K+ 4633.33% |
$111K - $112K
|
1.14K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 5076.19% |
$107K - $107K
|
1.09K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.05K+ 5.28% |
$105K - $106K
|
21K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.05KNew |
$105K - $105K
|
1.05K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.04K+ 32.47% |
$104K - $105K
|
4.26K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 34.98% |
$104K - $104K
|
3.99K
$402K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 7.69% |
$100K - $101K
|
14K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
946+ 28.16% |
$94.8K - $95.3K
|
4.31K
$433K
|