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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.6K- 29.26% |
$4.58M - $4.6M
|
110K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-47.3K- 9.94% |
$4.75M - $4.77M
|
429K
$43.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-49.3K- 51.69% |
$4.95M - $4.96M
|
46.1K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50.6K- 49.99% |
$5.08M - $5.1M
|
50.7K
$5.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-51K- 23.33% |
$5.12M - $5.13M
|
168K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-51.8K- 51.54% |
$5.2M - $5.22M
|
48.7K
$4.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.9K- 93.14% |
$5.2M - $5.22M
|
3.82K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-54K- 13.7% |
$5.42M - $5.43M
|
340K
$34.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-55.2K- 85.99% |
$5.54M - $5.56M
|
9K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.7K- 15.82% |
$5.69M - $5.71M
|
302K
$30.4M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-57.4K- 12.87% |
$5.76M - $5.78M
|
389K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59.5K- 6.4% |
$5.97M - $5.99M
|
870K
$87.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-65.8K- 51.6% |
$6.61M - $6.63M
|
61.7K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-67.3K- 30.61% |
$6.76M - $6.78M
|
153K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-68.9K- 53.51% |
$6.92M - $6.94M
|
59.9K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-69.7K- 96.05% |
$6.99M - $7.02M
|
2.87K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74K- 92.7% |
$7.42M - $7.45M
|
5.83K
$587K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-75.9K- 27.22% |
$7.61M - $7.64M
|
203K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-79.4K- 15.93% |
$7.97M - $8M
|
419K
$42.2M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-80.6K- 43.46% |
$8.09M - $8.12M
|
105K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-87.8K- 89.08% |
$8.81M - $8.84M
|
10.8K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-90.1K- 78.47% |
$9.04M - $9.07M
|
24.7K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-92.2K- 7.91% |
$9.25M - $9.28M
|
1.07M
$108M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-92.9K- 84.33% |
$9.32M - $9.35M
|
17.3K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-107K- 72.19% |
$10.7M - $10.8M
|
41.2K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-110K- 19.13% |
$11.1M - $11.1M
|
466K
$47M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-115K- 73.32% |
$11.5M - $11.5M
|
41.7K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-138K- 20.95% |
$13.9M - $13.9M
|
522K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139K- 21.63% |
$14M - $14M
|
504K
$50.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-150K- 31.04% |
$15M - $15.1M
|
333K
$33.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-158K- 22.35% |
$15.9M - $15.9M
|
550K
$55.4M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-167K- 10.39% |
$16.8M - $16.8M
|
1.44M
$145M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-215K- 12.29% |
$21.6M - $21.7M
|
1.54M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-240K- 43.43% |
$24M - $24.1M
|
312K
$31.4M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-262K- 79.22% |
$26.3M - $26.4M
|
68.8K
$6.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-280K- 38.79% |
$28.1M - $28.2M
|
442K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-311K- 63.68% |
$31.3M - $31.4M
|
178K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-335K- 95.61% |
$33.6M - $33.7M
|
15.4K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-338K- 43.96% |
$33.9M - $34M
|
431K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-529K- 44.06% |
$53.1M - $53.3M
|
672K
$67.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12M- 93.16% |
$113M - $113M
|
82.5K
$8.31M
|