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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 1.21% |
$3.71K - $3.73K
|
3.03K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-38- 0.42% |
$3.81K - $3.83K
|
9.12K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-44- 0.1% |
$4.41K - $4.43K
|
42K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-55- 0.94% |
$5.52K - $5.54K
|
5.78K
$582K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-58- 1.6% |
$5.82K - $5.84K
|
3.58K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-61- 1.69% |
$6.12K - $6.14K
|
3.54K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.37% |
$6.12K - $6.14K
|
16.5K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-68- 1.31% |
$6.82K - $6.85K
|
5.12K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-80- 0.56% |
$8.03K - $8.05K
|
14.2K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 1.1% |
$8.63K - $8.66K
|
7.72K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-93- 2.74% |
$9.33K - $9.36K
|
3.3K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 1.59% |
$9.53K - $9.56K
|
5.88K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 39.68% |
$10K - $10.1K
|
152
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 4.35% |
$10K - $10.1K
|
2.2K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-104- 1.42% |
$10.4K - $10.5K
|
7.24K
$729K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 5.35% |
$13.2K - $13.3K
|
2.34K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-135- 20.52% |
$13.5K - $13.6K
|
523
$52.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 5.4% |
$14.2K - $14.3K
|
2.49K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-157- 1.34% |
$15.8K - $15.8K
|
11.6K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-168- 7.71% |
$16.9K - $16.9K
|
2.01K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 68.15% |
$17K - $17K
|
79
$7.96K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-179- 84.04% |
$18K - $18K
|
34
$3.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.6M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-191- 1.44% |
$19.2K - $19.2K
|
13.1K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-196- 4.65% |
$19.7K - $19.7K
|
4.02K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-249- 10.2% |
$25K - $25.1K
|
2.19K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-271- 7.7% |
$27.2K - $27.3K
|
3.25K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-297- 9.1% |
$29.8K - $29.9K
|
2.97K
$299K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-300- 23.08% |
$30.1K - $30.2K
|
1K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-305- 1.18% |
$30.6K - $30.7K
|
25.6K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-311- 1.55% |
$31.2K - $31.3K
|
19.8K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-366- 0.24% |
$36.7K - $36.8K
|
153K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-368- 2.63% |
$36.9K - $37.1K
|
13.7K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-419- 15.86% |
$42K - $42.2K
|
2.22K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-465- 4.42% |
$46.7K - $46.8K
|
10.1K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500- 25.0% |
$50.2K - $50.3K
|
1.5K
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-500- 7.86% |
$50.2K - $50.3K
|
5.86K
$590K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-515- 13.78% |
$51.7K - $51.9K
|
3.22K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-519- 8.84% |
$52.1K - $52.3K
|
5.35K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-520- 37.41% |
$52.2K - $52.4K
|
870
$87.6K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-524- 2.71% |
$52.6K - $52.8K
|
18.8K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-548- 9.7% |
$55K - $55.2K
|
5.1K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-560- 0.87% |
$56.2K - $56.4K
|
64.1K
$6.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-603- 10.62% |
$60.5K - $60.7K
|
5.08K
$511K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-628- 0.15% |
$63K - $63.2K
|
407K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-639- 9.58% |
$64.1K - $64.3K
|
6.03K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-641- 1.02% |
$64.3K - $64.5K
|
62.2K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-735- 4.15% |
$73.7K - $74K
|
17K
$1.71M
|