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
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.65K+ 9.5% |
$866K - $871K
|
99.7K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.23K+ 24.63% |
$825K - $829K
|
41.7K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.22K+ 48.52% |
$823K - $827K
|
25.1K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.81KNew |
$782K - $786K
|
7.81K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.78KNew |
$780K - $784K
|
7.78K
$781K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
7.69K+ 16.46% |
$770K - $774K
|
54.4K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.54K+ 18.42% |
$756K - $760K
|
48.5K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 4.1% |
$742K - $746K
|
188K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 21.92% |
$741K - $745K
|
41.1K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$738K - $742K
|
7.37K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.31KNew |
$732K - $736K
|
7.31K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.16K+ 17.96% |
$717K - $721K
|
47K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.02K+ 78.87% |
$703K - $707K
|
15.9K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.97K+ 155.75% |
$698K - $701K
|
11.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.93KNew |
$694K - $698K
|
6.93K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.78K+ 58.68% |
$679K - $683K
|
18.3K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.63K+ 4.9% |
$664K - $668K
|
142K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.62KNew |
$663K - $666K
|
6.62K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
5.89KNew |
$590K - $593K
|
5.89K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
5.88KNew |
$589K - $592K
|
5.88K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.77K+ 6.57% |
$578K - $581K
|
93.6K
$9.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.73KNew |
$574K - $577K
|
5.73K
$576K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.48KNew |
$548K - $551K
|
5.48K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 0.75% |
$531K - $534K
|
709K
$71.2M
|
|
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.66K+ 51.41% |
$466K - $469K
|
13.7K
$1.38M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 3.87% |
$341K - $343K
|
91.5K
$9.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.38KNew |
$338K - $340K
|
3.38K
$339K
|
|
|
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
|