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 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 0.75% |
$531K - $534K
|
709K
$71.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 38.4% |
$530K - $533K
|
19.1K
$1.92M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.25K+ 55.41% |
$526K - $528K
|
14.7K
$1.48M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
5.2KNew |
$521K - $524K
|
5.2K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.15K+ 16.47% |
$516K - $519K
|
36.4K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.08KNew |
$508K - $511K
|
5.08K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.07KNew |
$508K - $511K
|
5.07K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.98KNew |
$499K - $502K
|
4.98K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.62KNew |
$463K - $465K
|
4.62K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4.59KNew |
$460K - $462K
|
4.59K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
4.58KNew |
$459K - $462K
|
4.58K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.56K+ 32.27% |
$456K - $459K
|
18.7K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$453K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.49KNew |
$450K - $452K
|
4.49K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.44K+ 37.54% |
$444K - $447K
|
16.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 36.41% |
$442K - $445K
|
16.5K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.41KNew |
$441K - $444K
|
4.41K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.35KNew |
$435K - $438K
|
4.35K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 2.06% |
$422K - $424K
|
208K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.21K+ 19.8% |
$421K - $424K
|
25.4K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.11K+ 20.88% |
$412K - $414K
|
23.8K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 44.52% |
$410K - $413K
|
13.3K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.03K+ 3.49% |
$404K - $406K
|
119K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 37.35% |
$394K - $396K
|
14.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.89KNew |
$390K - $392K
|
3.89K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.87KNew |
$387K - $389K
|
3.87K
$388K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.85K+ 103.83% |
$386K - $388K
|
7.56K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.83KNew |
$383K - $385K
|
3.83K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.82K+ 22.94% |
$383K - $385K
|
20.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$375K - $377K
|
3.74K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.63KNew |
$364K - $366K
|
3.63K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.58K+ 2.56% |
$358K - $360K
|
143K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.54K+ 145.12% |
$354K - $356K
|
5.98K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 6.57% |
$353K - $355K
|
57.2K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.48K+ 20.83% |
$348K - $350K
|
20.2K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 5.56% |
$339K - $341K
|
64.2K
$6.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$339K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.26KNew |
$327K - $329K
|
3.26K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.24K+ 16.75% |
$324K - $326K
|
22.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.19KNew |
$320K - $321K
|
3.19K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.01K+ 96.66% |
$301K - $303K
|
6.12K
$615K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$299K - $301K
|
2.99K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 128.59% |
$288K - $289K
|
5.11K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.84K+ 10.7% |
$285K - $286K
|
29.4K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.8K+ 93.48% |
$280K - $282K
|
5.79K
$582K
|