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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.02M+ 9893.56% |
$302M - $304M
|
3.05M
$306M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14M+ 1715.02% |
$114M - $115M
|
1.21M
$121M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
637KNew |
$63.8M - $64.1M
|
637K
$63.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
598K+ 17864.21% |
$59.9M - $60.3M
|
602K
$60.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
596K+ 153.86% |
$59.7M - $60M
|
983K
$98.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400KNew |
$40.1M - $40.3M
|
400K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
393K+ 104.41% |
$39.3M - $39.5M
|
769K
$77.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
342K+ 31.62% |
$34.2M - $34.4M
|
1.42M
$143M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
327K+ 166.43% |
$32.8M - $33M
|
524K
$52.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
310K+ 128.51% |
$31.1M - $31.2M
|
551K
$55.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
293K+ 173.35% |
$29.4M - $29.5M
|
463K
$46.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
257K+ 259.41% |
$25.8M - $25.9M
|
356K
$35.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
247K+ 123.58% |
$24.7M - $24.8M
|
446K
$44.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
199K+ 101.7% |
$19.9M - $20M
|
394K
$39.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195KNew |
$19.5M - $19.7M
|
195K
$19.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
182K+ 270.15% |
$18.3M - $18.4M
|
250K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
182KNew |
$18.3M - $18.4M
|
182K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
146K+ 774.78% |
$14.6M - $14.7M
|
165K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
141K+ 1952.05% |
$14.1M - $14.2M
|
148K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
136KNew |
$13.6M - $13.7M
|
136K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
132KNew |
$13.2M - $13.3M
|
132K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
122K+ 20.29% |
$12.2M - $12.3M
|
723K
$72.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
122K+ 140.09% |
$12.2M - $12.3M
|
209K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
110K+ 35.6% |
$11M - $11.1M
|
419K
$42M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
105KNew |
$10.5M - $10.6M
|
105K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
96.2KNew |
$9.64M - $9.69M
|
96.2K
$9.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
89.6K+ 185.78% |
$8.98M - $9.03M
|
138K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
87.8KNew |
$8.79M - $8.84M
|
87.8K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
75.2KNew |
$7.53M - $7.57M
|
75.2K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
74.3K+ 1356.87% |
$7.45M - $7.49M
|
79.8K
$8.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
73.1K+ 6.88% |
$7.32M - $7.36M
|
1.14M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
71.1KNew |
$7.12M - $7.16M
|
71.1K
$7.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 152.16% |
$6.66M - $6.69M
|
110K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61.7K+ 215.01% |
$6.18M - $6.21M
|
90.4K
$9.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
60.8K+ 48.28% |
$6.09M - $6.12M
|
187K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58.1K+ 23.22% |
$5.82M - $5.85M
|
308K
$30.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56.4KNew |
$5.65M - $5.68M
|
56.4K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
56.1K+ 57.49% |
$5.62M - $5.65M
|
154K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
55.8KNew |
$5.59M - $5.62M
|
55.8K
$5.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.5K+ 52.03% |
$5.36M - $5.39M
|
156K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.9KNew |
$5.1M - $5.13M
|
50.9K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
50.2K+ 120.8% |
$5.02M - $5.05M
|
91.7K
$9.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.6K+ 810.78% |
$4.96M - $4.99M
|
55.7K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
49.5KNew |
$4.95M - $4.98M
|
49.5K
$4.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
48.8KNew |
$4.89M - $4.92M
|
48.8K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
48KNew |
$4.8M - $4.83M
|
48K
$4.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 33.98% |
$4.78M - $4.81M
|
188K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44.4K+ 121.09% |
$4.44M - $4.47M
|
81K
$8.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 303.8% |
$4.43M - $4.46M
|
58.8K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
43.9K+ 1263.57% |
$4.4M - $4.43M
|
47.4K
$4.76M
|