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 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-736- 5.72% |
$73.9K - $74.1K
|
12.1K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-739- 7.38% |
$74.2K - $74.4K
|
9.28K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-740- 3.88% |
$74.3K - $74.5K
|
18.3K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-800- 76.41% |
$80.3K - $80.5K
|
247
$24.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-815- 13.19% |
$81.8K - $82.1K
|
5.36K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-832- 1.8% |
$83.5K - $83.8K
|
45.3K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-879Closed |
$88.2K - $88.5K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-886- 6.96% |
$88.9K - $89.2K
|
11.8K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-902- 73.87% |
$90.5K - $90.8K
|
319
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-939- 19.08% |
$94.2K - $94.5K
|
3.98K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-943- 19.36% |
$94.6K - $94.9K
|
3.93K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-962- 83.43% |
$96.5K - $96.9K
|
191
$19.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-970- 6.32% |
$97.3K - $97.7K
|
14.4K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.05K- 27.06% |
$105K - $105K
|
2.82K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.06K- 3.24% |
$107K - $107K
|
31.7K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.07K- 5.53% |
$108K - $108K
|
18.4K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.1K- 16.42% |
$111K - $111K
|
5.61K
$565K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.15K- 11.86% |
$115K - $116K
|
8.55K
$861K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.18K- 16.09% |
$118K - $119K
|
6.15K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.2K- 1.24% |
$120K - $120K
|
95K
$9.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.21K- 74.33% |
$122K - $122K
|
419
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.25K- 6.19% |
$125K - $126K
|
18.9K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.28K- 29.73% |
$128K - $129K
|
3.03K
$305K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.32K- 6.52% |
$132K - $132K
|
18.9K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 33.35% |
$132K - $133K
|
2.64K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-1.32K- 0.92% |
$133K - $133K
|
143K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.33K- 14.95% |
$133K - $134K
|
7.54K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 24.97% |
$142K - $142K
|
4.25K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.45K- 95.78% |
$146K - $146K
|
64
$6.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 10.97% |
$151K - $151K
|
12.2K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.52K- 12.37% |
$152K - $153K
|
10.8K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 44.13% |
$158K - $159K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.6K- 6.81% |
$161K - $161K
|
22K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.66K- 30.95% |
$167K - $168K
|
3.71K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.76K- 11.8% |
$176K - $177K
|
13.1K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.84K- 9.42% |
$185K - $185K
|
17.7K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.85K- 1.2% |
$185K - $186K
|
152K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.94K- 28.01% |
$195K - $195K
|
4.99K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 43.38% |
$195K - $196K
|
2.54K
$256K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-1.96K- 6.12% |
$197K - $197K
|
30K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.1K- 10.12% |
$211K - $212K
|
18.7K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-2.2K- 4.42% |
$221K - $222K
|
47.6K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 6.33% |
$230K - $231K
|
34K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.35K- 39.23% |
$236K - $236K
|
3.64K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.43K- 5.16% |
$244K - $244K
|
44.7K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.64K- 14.85% |
$265K - $266K
|
15.1K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.8K- 24.68% |
$281K - $282K
|
8.55K
$861K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.8K- 5.73% |
$281K - $282K
|
46K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 33.19% |
$285K - $286K
|
5.71K
$575K
|