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 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
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
43.6KNew |
$4.36M - $4.39M
|
43.6K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
42.2K+ 708.62% |
$4.23M - $4.25M
|
48.2K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
40.5K+ 205.8% |
$4.05M - $4.08M
|
60.1K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
39.3KNew |
$3.94M - $3.96M
|
39.3K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
36.4KNew |
$3.65M - $3.67M
|
36.4K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36KNew |
$3.61M - $3.63M
|
36K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
35.3K+ 196.1% |
$3.53M - $3.55M
|
53.2K
$5.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33.9K+ 11496.27% |
$3.4M - $3.42M
|
34.2K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
32.5K+ 11.39% |
$3.25M - $3.27M
|
317K
$31.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
32KNew |
$3.2M - $3.22M
|
32K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31K+ 57.37% |
$3.1M - $3.12M
|
84.9K
$8.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.3KNew |
$3.03M - $3.05M
|
30.3K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
30.1KNew |
$3.01M - $3.03M
|
30.1K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.9KNew |
$2.79M - $2.81M
|
27.9K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
26.1K+ 99.64% |
$2.61M - $2.63M
|
52.3K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26K+ 181.36% |
$2.61M - $2.62M
|
40.4K
$4.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25.2K+ 16.65% |
$2.53M - $2.54M
|
177K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.3KNew |
$2.43M - $2.45M
|
24.3K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
22.5K+ 144.49% |
$2.26M - $2.27M
|
38.1K
$3.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21.5K+ 713.31% |
$2.15M - $2.16M
|
24.5K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 795.58% |
$2.11M - $2.12M
|
23.7K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
20.8KNew |
$2.08M - $2.09M
|
20.8K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18.1K+ 9.81% |
$1.82M - $1.83M
|
203K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.9K+ 8.45% |
$1.79M - $1.8M
|
229K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.6K+ 10.47% |
$1.76M - $1.77M
|
185K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17.5KNew |
$1.75M - $1.76M
|
17.5K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17KNew |
$1.71M - $1.71M
|
17K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 77.67% |
$1.7M - $1.71M
|
38.9K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.9KNew |
$1.69M - $1.7M
|
16.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.8K+ 1681400.0% |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 283.53% |
$1.66M - $1.66M
|
22.4K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.5K+ 56.92% |
$1.65M - $1.66M
|
45.5K
$4.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1K+ 811.51% |
$1.62M - $1.63M
|
18.1K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.1K+ 20.36% |
$1.61M - $1.62M
|
95.1K
$9.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.3KNew |
$1.54M - $1.55M
|
15.3K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.8K+ 18.96% |
$1.48M - $1.49M
|
93K
$9.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14.5K+ 167.31% |
$1.45M - $1.46M
|
23.2K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
14.1KNew |
$1.41M - $1.42M
|
14.1K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.3K+ 46.69% |
$1.33M - $1.34M
|
41.8K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3KNew |
$1.33M - $1.34M
|
13.3K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.6K+ 24.47% |
$1.27M - $1.27M
|
64.2K
$6.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12.3KNew |
$1.23M - $1.24M
|
12.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12.2K+ 21.15% |
$1.22M - $1.22M
|
69.7K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12K+ 128.96% |
$1.2M - $1.2M
|
21.2K
$2.13M
|