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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7M+ 216.28% |
$702M - $705M
|
10.2M
$1.03B
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.53M+ 578.24% |
$555M - $557M
|
6.49M
$653M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23M+ 3869.95% |
$324M - $325M
|
3.31M
$333M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 40.31% |
$171M - $172M
|
5.94M
$599M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.2M+ 177.43% |
$121M - $121M
|
1.88M
$190M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 130.03% |
$117M - $117M
|
2.06M
$207M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09M+ 567.92% |
$110M - $110M
|
1.28M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 20.33% |
$107M - $107M
|
6.29M
$633M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.06M+ 106.13% |
$106M - $107M
|
2.06M
$207M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.05M+ 1292.88% |
$106M - $106M
|
1.14M
$114M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
868K+ 92.88% |
$87.1M - $87.4M
|
1.8M
$181M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
838K+ 11321.67% |
$84.1M - $84.4M
|
846K
$85.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
838K+ 414.41% |
$84.1M - $84.4M
|
1.04M
$105M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
807KNew |
$80.9M - $81.2M
|
807K
$81.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
790K+ 36.93% |
$79.2M - $79.5M
|
2.93M
$295M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
776K+ 12921.04% |
$77.8M - $78.1M
|
782K
$78.7M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
773K+ 7358.34% |
$77.6M - $77.8M
|
784K
$78.9M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
762KNew |
$76.5M - $76.8M
|
762K
$76.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
753KNew |
$75.5M - $75.8M
|
753K
$75.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
667K+ 64.96% |
$66.9M - $67.1M
|
1.69M
$171M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
557K+ 34.51% |
$55.9M - $56.1M
|
2.17M
$219M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
533KNew |
$53.5M - $53.7M
|
533K
$53.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
521K+ 36.67% |
$52.3M - $52.5M
|
1.94M
$196M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
463K+ 6277.87% |
$46.4M - $46.6M
|
470K
$47.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
462K+ 51.4% |
$46.3M - $46.5M
|
1.36M
$137M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
448K+ 99.12% |
$44.9M - $45.1M
|
900K
$90.6M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
431K+ 790.33% |
$43.3M - $43.4M
|
486K
$48.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
428K+ 524.12% |
$42.9M - $43M
|
509K
$51.3M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
425KNew |
$42.6M - $42.7M
|
425K
$42.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371K+ 210.77% |
$37.2M - $37.3M
|
546K
$55M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
370K+ 147.34% |
$37.1M - $37.3M
|
621K
$62.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
358K+ 122.21% |
$35.9M - $36M
|
650K
$65.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
345K+ 74.69% |
$34.7M - $34.8M
|
808K
$81.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
345K+ 33.59% |
$34.7M - $34.8M
|
1.37M
$138M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
312K+ 27.41% |
$31.3M - $31.4M
|
1.45M
$146M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
284K+ 701.88% |
$28.5M - $28.6M
|
325K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
280K+ 679.1% |
$28.1M - $28.2M
|
321K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
259KNew |
$26M - $26.1M
|
259K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
258KNew |
$25.8M - $25.9M
|
258K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
226K+ 33.54% |
$22.6M - $22.7M
|
898K
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222K+ 24.01% |
$22.2M - $22.3M
|
1.14M
$115M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
211KNew |
$21.2M - $21.2M
|
211K
$21.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
203K+ 42.27% |
$20.3M - $20.4M
|
682K
$68.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203K+ 20.71% |
$20.3M - $20.4M
|
1.18M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
181K+ 14.46% |
$18.2M - $18.2M
|
1.43M
$144M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
181K+ 139.06% |
$18.1M - $18.2M
|
310K
$31.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 33.63% |
$17.4M - $17.4M
|
688K
$69.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
171K+ 81.98% |
$17.1M - $17.2M
|
379K
$38.2M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
161KNew |
$16.2M - $16.2M
|
161K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
156K+ 241.28% |
$15.7M - $15.8M
|
221K
$22.3M
|