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
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-78.7K- 66.2% |
$7.88M - $7.92M
|
40.2K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82K- 24.02% |
$8.22M - $8.26M
|
259K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.2K- 95.71% |
$8.64M - $8.69M
|
3.87K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.6K- 7.3% |
$8.77M - $8.82M
|
1.11M
$112M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-89.3K- 44.36% |
$8.94M - $8.99M
|
112K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-95.2K- 17.93% |
$9.53M - $9.58M
|
436K
$43.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-120K- 60.41% |
$12M - $12.1M
|
78.7K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-145K- 18.38% |
$14.6M - $14.6M
|
646K
$65.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157K- 4.63% |
$15.7M - $15.8M
|
3.24M
$326M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-188K- 27.34% |
$18.8M - $18.9M
|
499K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211K- 14.44% |
$21.1M - $21.3M
|
1.25M
$126M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-324K- 32.3% |
$32.4M - $32.6M
|
679K
$68.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-357K- 34.71% |
$35.8M - $36M
|
672K
$67.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-440K- 61.1% |
$44M - $44.3M
|
280K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-446K- 80.77% |
$44.6M - $44.9M
|
106K
$10.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596K- 33.06% |
$59.7M - $60M
|
1.21M
$121M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-658K- 89.62% |
$65.9M - $66.3M
|
76.2K
$7.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-667K- 40.02% |
$66.8M - $67.1M
|
999K
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.46M- 99.91% |
$147M - $148M
|
1.3K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.01M- 98.82% |
$302M - $303M
|
35.9K
$3.61M
|