Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
807KNew |
$80.9M - $81.2M
|
807K
$81.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
521K+ 36.67% |
$52.3M - $52.5M
|
1.94M
$196M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371K+ 210.77% |
$37.2M - $37.3M
|
546K
$55M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
345K+ 74.69% |
$34.7M - $34.8M
|
808K
$81.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
211KNew |
$21.2M - $21.2M
|
211K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
203K+ 42.27% |
$20.3M - $20.4M
|
682K
$68.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
171K+ 81.98% |
$17.1M - $17.2M
|
379K
$38.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
134K+ 29.49% |
$13.5M - $13.5M
|
589K
$59.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 269.89% |
$10.5M - $10.6M
|
144K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100K+ 28.2% |
$10.1M - $10.1M
|
457K
$45.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
98.4K+ 271.21% |
$9.87M - $9.91M
|
135K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.7KNew |
$8.5M - $8.53M
|
84.7K
$8.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
83.3KNew |
$8.36M - $8.39M
|
83.3K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
73.6K+ 153.45% |
$7.38M - $7.41M
|
122K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
59.2K+ 108.9% |
$5.94M - $5.96M
|
114K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.6K+ 1072860.0% |
$5.38M - $5.4M
|
53.6K
$5.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 27.29% |
$5.15M - $5.17M
|
240K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.4K+ 98.94% |
$5.05M - $5.07M
|
101K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 15.78% |
$4.88M - $4.9M
|
357K
$35.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
45.5K+ 104.5% |
$4.57M - $4.59M
|
89.1K
$8.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
43.9KNew |
$4.4M - $4.42M
|
43.9K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43.4K+ 4924.83% |
$4.36M - $4.37M
|
44.3K
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
42K+ 106.69% |
$4.21M - $4.23M
|
81.3K
$8.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
41.5K+ 237.46% |
$4.17M - $4.18M
|
59K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
40.7KNew |
$4.08M - $4.09M
|
40.7K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.6K+ 31.11% |
$3.28M - $3.29M
|
138K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
27.7K+ 38.98% |
$2.78M - $2.79M
|
98.8K
$9.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27.7K+ 23.18% |
$2.78M - $2.79M
|
147K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.3KNew |
$2.74M - $2.75M
|
27.3K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.6K+ 95.69% |
$2.67M - $2.68M
|
54.4K
$5.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 215.17% |
$2.57M - $2.58M
|
37.5K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 43.38% |
$2.36M - $2.37M
|
77.6K
$7.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.5K+ 12.71% |
$2.25M - $2.26M
|
199K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2K+ 617.29% |
$2.13M - $2.14M
|
24.6K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$2.08M - $2.08M
|
20.7K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.2K+ 20.33% |
$1.93M - $1.94M
|
114K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9K+ 23.35% |
$1.9M - $1.9M
|
99.9K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.8K+ 19.05% |
$1.79M - $1.8M
|
111K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
17.4KNew |
$1.75M - $1.75M
|
17.4K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.5K+ 17.99% |
$1.65M - $1.66M
|
108K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 121.46% |
$1.62M - $1.63M
|
29.5K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 11.63% |
$1.61M - $1.62M
|
154K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 176.85% |
$1.34M - $1.35M
|
20.9K
$2.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
13.3K+ 54.75% |
$1.33M - $1.34M
|
37.6K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 92.55% |
$1.28M - $1.28M
|
26.5K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
12KNew |
$1.2M - $1.21M
|
12K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
11.2K+ 22.25% |
$1.12M - $1.13M
|
61.6K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.2K+ 12.71% |
$1.12M - $1.13M
|
99.3K
$9.99M
|