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
|
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 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.1K- 1.63% |
$1.71M - $1.72M
|
1.03M
$103M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-27.1K- 52.17% |
$2.72M - $2.73M
|
24.9K
$2.5M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-31.4K- 33.7% |
$3.15M - $3.16M
|
61.8K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.7K- 12.68% |
$3.18M - $3.2M
|
219K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.8K- 3.43% |
$3.18M - $3.2M
|
894K
$89.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-34K- 90.41% |
$3.41M - $3.43M
|
3.61K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-34.1K- 52.92% |
$3.42M - $3.44M
|
30.4K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-34.2K- 14.1% |
$3.42M - $3.44M
|
208K
$20.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 97.5% |
$3.44M - $3.46M
|
882
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-35.9K- 93.01% |
$3.6M - $3.62M
|
2.7K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36K- 41.51% |
$3.61M - $3.62M
|
50.7K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-38.4K- 34.82% |
$3.84M - $3.86M
|
71.8K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-41.5K- 21.04% |
$4.16M - $4.18M
|
156K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 11.93% |
$4.24M - $4.27M
|
313K
$31.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-48K- 69.09% |
$4.81M - $4.83M
|
21.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 5.86% |
$5.6M - $5.63M
|
898K
$90.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-61.6K- 5.24% |
$6.17M - $6.2M
|
1.11M
$112M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-71.6K- 5.66% |
$7.17M - $7.21M
|
1.19M
$120M
|