Purchases and Sales Made in Q4 2024 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

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 15, 2025 Q4 2024
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
824
+ 0.63%
$82.5K - $83K
132K $13.2M
Feb 10, 2025 Q4 2024
Choate Investment Advisors

Boston, MA
BUY
 -
805
+ 8.3%
$80.6K - $81.1K
10.5K $1.06M
Jan 06, 2025 Q4 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
791
New
$79.2K - $79.7K
791 $79.4K
Jan 29, 2025 Q4 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
772
+ 2.19%
$77.3K - $77.7K
36K $3.61M
Jan 13, 2025 Q4 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
757
+ 4.52%
$75.8K - $76.2K
17.5K $1.76M
Jan 27, 2025 Q4 2024
1858 Wealth Management, LLC

Akron, OH
BUY
 -
710
+ 30.52%
$71.1K - $71.5K
3.04K $305K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
700
New
$70.1K - $70.5K
700 $70.3K
Jan 14, 2025 Q4 2024
Godsey & Gibb Associates

BUY
 -
664
New
$66.5K - $66.9K
664 $66.7K
Jan 28, 2025 Q4 2024
Advisors Preferred, LLC

Rockville, MD
BUY
 -
610
+ 0.45%
$61.1K - $61.4K
136K $13.7M
Feb 06, 2025 Q4 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
582
+ 7.11%
$58.3K - $58.6K
8.77K $881K
Jan 29, 2025 Q4 2024
Beacon Financial Group

BUY
 -
574
+ 2.29%
$57.5K - $57.8K
25.6K $2.58M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
559
+ 26.84%
$56K - $56.3K
2.64K $265K
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
511
+ 9.89%
$51.2K - $51.5K
5.68K $570K
Feb 04, 2025 Q4 2024
Shayne & Co., LLC

BUY
 -
500
+ 10.87%
$50.1K - $50.4K
5.1K $512K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
479
+ 0.63%
$48K - $48.2K
76.7K $7.7M
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
478
+ 18.46%
$47.9K - $48.1K
3.07K $308K
Jan 28, 2025 Q4 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
464
+ 2.29%
$46.5K - $46.7K
20.8K $2.08M
Jan 31, 2025 Q4 2024
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
463
+ 12.34%
$46.4K - $46.6K
4.22K $423K
Feb 10, 2025 Q4 2024
Clearwater Capital Advisors, LLC

BUY
 -
459
+ 7.39%
$46K - $46.2K
6.67K $670K
Jan 27, 2025 Q4 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
438
+ 21.86%
$43.9K - $44.1K
2.44K $245K
Jan 13, 2025 Q4 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
425
+ 3.19%
$42.6K - $42.8K
13.8K $1.38M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
400
+ 6.2%
$40.1K - $40.3K
6.85K $688K
Feb 03, 2025 Q4 2024
Meitav Dash Investments LTD

BUY
 -
393
+ 2.76%
$39.4K - $39.6K
14.6K $1.47M
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
386
+ 11.51%
$38.7K - $38.9K
3.74K $375K
Jan 27, 2025 Q4 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
332
+ 1.4%
$33.3K - $33.4K
24K $2.41M
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
326
+ 12.5%
$32.7K - $32.8K
2.93K $295K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
310
+ 26.68%
$31K - $31.2K
1.47K $148K
Feb 04, 2025 Q4 2024
Wt Wealth Management

BUY
 -
300
+ 8.82%
$30K - $30.2K
3.7K $372K
Jan 22, 2025 Q4 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
274
+ 3.25%
$27.4K - $27.6K
8.71K $875K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
216
+ 2.85%
$21.6K - $21.8K
7.8K $783K
Jan 21, 2025 Q4 2024
Embree Financial Group

Chicago, IL
BUY
 -
201
+ 2.69%
$20.1K - $20.2K
7.67K $770K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
200
+ 2.18%
$20K - $20.1K
9.38K $942K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
187
+ 0.35%
$18.7K - $18.8K
53.3K $5.36M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
184
+ 1.37%
$18.4K - $18.5K
13.6K $1.37M
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
152
+ 152.0%
$15.2K - $15.3K
252 $25.3K
Jan 13, 2025 Q4 2024
Crane Advisory, LLC

Fullerton, CA
BUY
 -
149
+ 6.47%
$14.9K - $15K
2.45K $246K
Jan 31, 2025 Q4 2024
Good Life Advisors, LLC

BUY
 -
148
+ 1.16%
$14.8K - $14.9K
12.9K $1.29M
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
138
+ 2.89%
$13.8K - $13.9K
4.92K $494K
Jan 16, 2025 Q4 2024
True Link Financial Advisors, LLC

BUY
 -
133
+ 0.74%
$13.3K - $13.4K
18.1K $1.82M
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
118
+ 0.44%
$11.8K - $11.9K
26.7K $2.68M
Jan 17, 2025 Q4 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
104
+ 2.39%
$10.4K - $10.5K
4.46K $448K
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
85
New
$8.51K - $8.56K
85 $8.53K
Jan 13, 2025 Q4 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
66
+ 0.53%
$6.61K - $6.65K
12.5K $1.26M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
55
+ 0.68%
$5.51K - $5.54K
8.09K $812K
Jan 30, 2025 Q4 2024
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
46
+ 1.62%
$4.61K - $4.63K
2.88K $290K
Jan 21, 2025 Q4 2024
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
45
+ 1.17%
$4.51K - $4.53K
3.9K $391K
Jan 24, 2025 Q4 2024
Independence Bank Of Kentucky

BUY
 -
42
New
$4.21K - $4.23K
42 $4.22K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
33
New
$3.31K - $3.32K
33 $3.31K
Jan 13, 2025 Q4 2024
Sightline Wealth Advisors, LLC

BUY
 -
32
+ 1.59%
$3.21K - $3.22K
2.05K $205K

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