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 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 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
$8.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.72K- 3.12% |
$873K - $878K
|
271K
$27.2M
|
|
|
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
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-10.5K- 13.54% |
$1.05M - $1.05M
|
66.7K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-11.5K- 16.91% |
$1.15M - $1.16M
|
56.5K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11.7K- 8.54% |
$1.17M - $1.18M
|
125K
$12.6M
|
|
|
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
$9.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13.4K- 76.55% |
$1.34M - $1.35M
|
4.1K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.9K- 15.34% |
$1.39M - $1.4M
|
76.6K
$7.69M
|
|
|
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
$6.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.9K- 12.14% |
$1.6M - $1.61M
|
115K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.1K- 12.0% |
$1.62M - $1.63M
|
118K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16.3K- 11.14% |
$1.63M - $1.64M
|
130K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17K- 3.46% |
$1.71M - $1.72M
|
476K
$47.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.1K- 48.57% |
$1.71M - $1.72M
|
18.1K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17.3K- 4.74% |
$1.73M - $1.74M
|
347K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-17.8K- 24.93% |
$1.78M - $1.79M
|
53.5K
$5.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-18.2K- 48.5% |
$1.82M - $1.83M
|
19.3K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-18.8K- 54.0% |
$1.89M - $1.9M
|
16K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-20K- 19.53% |
$2M - $2.01M
|
82.4K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20.9K- 8.13% |
$2.09M - $2.11M
|
236K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24K- 7.89% |
$2.41M - $2.42M
|
280K
$28.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-24.2K- 23.63% |
$2.42M - $2.43M
|
78.1K
$7.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-25.6K- 36.07% |
$2.57M - $2.58M
|
45.4K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.8K- 21.27% |
$2.58M - $2.59M
|
95.4K
$9.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-26.1K- 44.35% |
$2.62M - $2.63M
|
32.8K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27K- 7.0% |
$2.7M - $2.72M
|
358K
$36M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27.1K- 9.74% |
$2.71M - $2.73M
|
251K
$25.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.7K- 6.73% |
$2.77M - $2.79M
|
384K
$38.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.7K- 1.69% |
$2.78M - $2.79M
|
1.61M
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.2K- 65.12% |
$2.82M - $2.84M
|
15.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-28.7K- 8.92% |
$2.87M - $2.89M
|
293K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-31.2K- 28.03% |
$3.13M - $3.14M
|
80.1K
$8.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.7K- 12.68% |
$3.18M - $3.2M
|
219K
$22M
|