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 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
941+ 3.37% |
$94.3K - $94.8K
|
28.9K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
929+ 14.51% |
$93K - $93.6K
|
7.33K
$738K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
909+ 39.76% |
$91K - $91.5K
|
3.2K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
887+ 0.9% |
$88.8K - $89.3K
|
99.6K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
824+ 0.63% |
$82.5K - $83K
|
132K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
805+ 8.3% |
$80.6K - $81.1K
|
10.5K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
794+ 9.36% |
$79.5K - $80K
|
9.28K
$934K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
791New |
$79.2K - $79.7K
|
791
$79.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
783+ 9.73% |
$78.4K - $78.8K
|
8.83K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
772+ 2.19% |
$77.3K - $77.7K
|
36K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
757+ 4.52% |
$75.8K - $76.2K
|
17.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
732New |
$73.3K - $73.7K
|
732
$73.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
731+ 23.3% |
$73.2K - $73.6K
|
3.87K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
710+ 30.52% |
$71.1K - $71.5K
|
3.04K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
700New |
$70.1K - $70.5K
|
700
$70.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
664New |
$66.5K - $66.9K
|
664
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
620+ 6.7% |
$62.1K - $62.4K
|
9.87K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
610+ 0.45% |
$61.1K - $61.4K
|
136K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
582+ 7.11% |
$58.3K - $58.6K
|
8.77K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
578+ 18.3% |
$57.9K - $58.2K
|
3.74K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
574+ 2.29% |
$57.5K - $57.8K
|
25.6K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
559+ 26.84% |
$56K - $56.3K
|
2.64K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
511+ 9.89% |
$51.2K - $51.5K
|
5.68K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
501+ 1.78% |
$50.2K - $50.5K
|
28.6K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
500+ 10.87% |
$50.1K - $50.4K
|
5.1K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 0.63% |
$48K - $48.2K
|
76.7K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
478+ 18.46% |
$47.9K - $48.1K
|
3.07K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
464+ 2.29% |
$46.5K - $46.7K
|
20.8K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
463+ 12.34% |
$46.4K - $46.6K
|
4.22K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
459+ 7.39% |
$46K - $46.2K
|
6.67K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
438+ 21.86% |
$43.9K - $44.1K
|
2.44K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
425+ 3.19% |
$42.6K - $42.8K
|
13.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
411+ 18.96% |
$41.2K - $41.4K
|
2.58K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
400+ 6.2% |
$40.1K - $40.3K
|
6.85K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
393+ 2.76% |
$39.4K - $39.6K
|
14.6K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
386+ 11.51% |
$38.7K - $38.9K
|
3.74K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
332+ 1.4% |
$33.3K - $33.4K
|
24K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
326+ 12.5% |
$32.7K - $32.8K
|
2.93K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310+ 26.68% |
$31K - $31.2K
|
1.47K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
300+ 8.82% |
$30K - $30.2K
|
3.7K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
295New |
$29.5K - $29.7K
|
295
$29.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290New |
$29K - $29.2K
|
290
$29.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
274+ 3.25% |
$27.4K - $27.6K
|
8.71K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
227+ 0.88% |
$22.7K - $22.9K
|
26K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 2.85% |
$21.6K - $21.8K
|
7.8K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
201+ 2.69% |
$20.1K - $20.2K
|
7.67K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 2.18% |
$20K - $20.1K
|
9.38K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
187+ 0.35% |
$18.7K - $18.8K
|
53.3K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 1.37% |
$18.4K - $18.5K
|
13.6K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
152+ 152.0% |
$15.2K - $15.3K
|
252
$25.4K
|