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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.91K- 2.57% |
$291K - $293K
|
110K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.08K- 2.74% |
$308K - $310K
|
109K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.13K- 39.14% |
$314K - $315K
|
4.87K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.18K- 4.68% |
$318K - $320K
|
64.7K
$6.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.19K- 26.47% |
$320K - $321K
|
8.87K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 31.54% |
$321K - $323K
|
6.95K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.2K- 20.7% |
$321K - $323K
|
12.3K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-3.29K- 70.15% |
$330K - $331K
|
1.4K
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.43K- 35.7% |
$344K - $345K
|
6.18K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.61K- 9.36% |
$361K - $363K
|
35K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.81K- 5.93% |
$382K - $384K
|
60.5K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.84K- 50.45% |
$384K - $386K
|
3.77K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.21K- 4.11% |
$422K - $424K
|
98.1K
$9.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.35K- 7.25% |
$436K - $438K
|
55.6K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-4.51K- 7.63% |
$452K - $454K
|
54.6K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.21K- 34.19% |
$521K - $524K
|
10K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.46K- 9.9% |
$546K - $549K
|
49.6K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92K- 99.92% |
$593K - $596K
|
5
$503
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-6.5K- 4.1% |
$651K - $654K
|
152K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.78K- 7.14% |
$679K - $683K
|
88.1K
$8.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-6.82K- 38.04% |
$683K - $687K
|
11.1K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-6.95K- 12.92% |
$696K - $700K
|
46.9K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-7.13K- 1.72% |
$715K - $718K
|
407K
$41M
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-7.2K- 47.37% |
$721K - $725K
|
8K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-7.31K- 46.24% |
$732K - $736K
|
8.5K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.77K- 5.16% |
$778K - $782K
|
143K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.87K- 11.12% |
$788K - $792K
|
62.9K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8.52K- 8.98% |
$854K - $858K
|
86.4K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.72K- 3.12% |
$873K - $878K
|
271K
$27.2M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.82K- 8.83% |
$883K - $888K
|
91K
$9.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-9.13K- 20.1% |
$914K - $919K
|
36.3K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.18K- 47.99% |
$919K - $924K
|
9.95K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.24K- 49.29% |
$925K - $930K
|
9.5K
$955K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.71K- 4.81% |
$972K - $978K
|
192K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bml Capital Management, LLC
Zionsville, IN |
SELL
|
- |
-10K- 3.7% |
$1M - $1.01M
|
260K
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 10.56% |
$1.01M - $1.02M
|
85.6K
$8.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-10.5K- 13.54% |
$1.05M - $1.05M
|
66.7K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-11.5K- 16.91% |
$1.15M - $1.16M
|
56.5K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11.7K- 8.54% |
$1.17M - $1.18M
|
125K
$12.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 8.9% |
$1.22M - $1.22M
|
124K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-13K- 69.94% |
$1.3M - $1.3M
|
5.57K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13.1K- 25.65% |
$1.32M - $1.32M
|
38.1K
$3.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.2K- 12.27% |
$1.33M - $1.33M
|
94.6K
$9.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13.4K- 76.55% |
$1.34M - $1.35M
|
4.1K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.9K- 15.34% |
$1.39M - $1.4M
|
76.6K
$7.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 52.75% |
$1.42M - $1.42M
|
12.7K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 8.03% |
$1.45M - $1.45M
|
165K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-15.5K- 10.82% |
$1.55M - $1.56M
|
128K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-15.5K- 18.95% |
$1.55M - $1.56M
|
66.4K
$6.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.9K- 12.14% |
$1.6M - $1.61M
|
115K
$11.6M
|