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 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$100 - $101
|
4.78K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.03% |
$401 - $403
|
14.3K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-6- 0.16% |
$601 - $604
|
3.78K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 0.21% |
$1.1K - $1.11K
|
5.16K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-12- 0.1% |
$1.2K - $1.21K
|
11.8K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-28- 1.04% |
$2.8K - $2.82K
|
2.67K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-29- 6.02% |
$2.9K - $2.92K
|
453
$45.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.52% |
$3.61K - $3.63K
|
2.34K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-42- 0.02% |
$4.21K - $4.23K
|
213K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-46- 2.44% |
$4.61K - $4.63K
|
1.84K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.81% |
$5.01K - $5.04K
|
2.71K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 20.26% |
$6.31K - $6.34K
|
248
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-64- 0.45% |
$6.41K - $6.44K
|
14.2K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-65- 2.55% |
$6.51K - $6.55K
|
2.49K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-65- 94.2% |
$6.51K - $6.55K
|
4
$402
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-72- 2.08% |
$7.21K - $7.25K
|
3.39K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-74- 2.0% |
$7.41K - $7.45K
|
3.63K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-100- 2.86% |
$10K - $10.1K
|
3.4K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-105- 1.72% |
$10.5K - $10.6K
|
6K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-113- 34.66% |
$11.3K - $11.4K
|
213
$21.4K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 1.68% |
$11.3K - $11.4K
|
6.63K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-130- 2.82% |
$13K - $13.1K
|
4.49K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-133- 10.34% |
$13.3K - $13.4K
|
1.15K
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-157- 3.76% |
$15.7K - $15.8K
|
4.02K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-160- 7.31% |
$16K - $16.1K
|
2.03K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-167- 1.33% |
$16.7K - $16.8K
|
12.4K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-170- 16.21% |
$17K - $17.1K
|
879
$88.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-172- 0.36% |
$17.2K - $17.3K
|
47.1K
$4.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 2.66% |
$17.4K - $17.5K
|
6.36K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-183- 5.11% |
$18.3K - $18.4K
|
3.4K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 0.24% |
$18.4K - $18.5K
|
76.1K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-200- 0.87% |
$20K - $20.1K
|
22.7K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-222- 2.13% |
$22.2K - $22.4K
|
10.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 9.34% |
$22.4K - $22.6K
|
2.18K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-234- 12.54% |
$23.4K - $23.6K
|
1.63K
$164K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.04% |
$24.7K - $24.9K
|
683K
$68.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-249- 7.09% |
$24.9K - $25.1K
|
3.26K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-274- 17.21% |
$27.4K - $27.6K
|
1.32K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-278- 0.43% |
$27.8K - $28K
|
64.4K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-279- 6.49% |
$27.9K - $28.1K
|
4.02K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-301- 73.24% |
$30.1K - $30.3K
|
110
$11.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-307- 5.59% |
$30.7K - $30.9K
|
5.19K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-319- 20.71% |
$32K - $32.1K
|
1.22K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-377- 4.22% |
$37.8K - $38K
|
8.57K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-381- 0.49% |
$38.2K - $38.4K
|
77.8K
$7.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-387- 1.53% |
$38.8K - $39K
|
24.9K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 14.29% |
$40.1K - $40.3K
|
2.4K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-409- 0.44% |
$41K - $41.2K
|
91.6K
$9.2M
|