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 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-409- 0.44% |
$41K - $41.2K
|
91.6K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-416- 2.34% |
$41.7K - $41.9K
|
17.3K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-437- 12.66% |
$43.8K - $44K
|
3.02K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-451- 14.6% |
$45.2K - $45.4K
|
2.64K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-477- 0.81% |
$47.8K - $48K
|
58.2K
$5.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-496- 0.55% |
$49.7K - $49.9K
|
89.3K
$8.99M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-559- 0.36% |
$56K - $56.3K
|
153K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-578- 2.36% |
$57.9K - $58.2K
|
23.9K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-597- 21.51% |
$59.8K - $60.1K
|
2.18K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-687- 16.05% |
$68.8K - $69.2K
|
3.59K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-750- 13.64% |
$75.1K - $75.5K
|
4.75K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-798- 11.97% |
$79.9K - $80.4K
|
5.87K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-885- 2.23% |
$88.6K - $89.1K
|
38.8K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-942- 0.48% |
$94.4K - $94.9K
|
196K
$19.8M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-976- 23.05% |
$97.8K - $98.3K
|
3.26K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-978- 6.52% |
$98K - $98.5K
|
14K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-985- 92.75% |
$98.7K - $99.2K
|
77
$7.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 16.71% |
$99.6K - $100K
|
4.95K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.15K- 35.75% |
$115K - $116K
|
2.07K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.15K- 5.42% |
$115K - $116K
|
20.1K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 16.55% |
$116K - $117K
|
5.83K
$588K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.18K- 78.07% |
$118K - $118K
|
330
$33.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 25.82% |
$120K - $120K
|
3.44K
$346K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 31.33% |
$120K - $121K
|
2.63K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.25K- 14.42% |
$125K - $126K
|
7.41K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.27K- 33.7% |
$127K - $127K
|
2.49K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 32.24% |
$132K - $133K
|
2.78K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.34K- 71.82% |
$135K - $135K
|
527
$53.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.35K- 24.62% |
$135K - $136K
|
4.14K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.4K- 9.93% |
$140K - $140K
|
12.6K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.47K- 12.71% |
$147K - $148K
|
10.1K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.5K- 13.36% |
$150K - $151K
|
9.7K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.52K- 25.13% |
$152K - $153K
|
4.51K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 0.27% |
$155K - $156K
|
567K
$57.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 39.57% |
$162K - $163K
|
2.47K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-1.64K- 45.24% |
$164K - $165K
|
1.99K
$200K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.66K- 66.29% |
$166K - $167K
|
843
$84.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.7K- 12.49% |
$170K - $171K
|
11.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 15.69% |
$175K - $176K
|
9.41K
$948K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.81K- 4.12% |
$181K - $182K
|
42K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.99K- 24.91% |
$199K - $200K
|
5.99K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.13K- 22.46% |
$213K - $214K
|
7.34K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.17K- 48.59% |
$217K - $218K
|
2.29K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.22K- 29.18% |
$222K - $223K
|
5.38K
$541K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.32K- 39.33% |
$232K - $233K
|
3.58K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.38K- 1.64% |
$238K - $240K
|
143K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.41K- 4.99% |
$241K - $242K
|
45.8K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.47K- 5.53% |
$247K - $248K
|
42.1K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.5K- 34.68% |
$251K - $252K
|
4.72K
$475K
|