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
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10.6KNew |
$1.07M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 5.07% |
$1.05M - $1.06M
|
218K
$21.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
10.3K+ 21.28% |
$1.03M - $1.03M
|
58.5K
$5.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
9.8K+ 261.87% |
$983K - $987K
|
13.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
$966K - $970K
|
9.63K
$969K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 220.1% |
$960K - $964K
|
13.9K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.46K+ 28.7% |
$949K - $953K
|
42.4K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
9.3K+ 18.06% |
$933K - $936K
|
60.8K
$6.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.13K+ 6.43% |
$916K - $919K
|
151K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.04K+ 103.82% |
$907K - $911K
|
17.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.53K+ 4.35% |
$856K - $858K
|
205K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
8.16K+ 12.29% |
$819K - $822K
|
74.6K
$7.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.09K+ 29.03% |
$812K - $815K
|
36K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.08K+ 44.57% |
$811K - $813K
|
26.2K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.04KNew |
$807K - $810K
|
8.04K
$809K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.86KNew |
$789K - $791K
|
7.86K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.63K+ 57.01% |
$765K - $768K
|
21K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
7.41K+ 67.94% |
$744K - $746K
|
18.3K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.33K+ 51.53% |
$735K - $738K
|
21.6K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.32KNew |
$734K - $737K
|
7.32K
$736K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.21K+ 9.4% |
$724K - $726K
|
83.9K
$8.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.1K+ 12.41% |
$712K - $715K
|
64.3K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.68K+ 60.18% |
$671K - $673K
|
17.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$663K - $665K
|
6.61K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.6KNew |
$662K - $665K
|
6.6K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.33KNew |
$635K - $637K
|
6.33K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.66KNew |
$568K - $570K
|
5.66K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.5K+ 171.88% |
$552K - $554K
|
8.7K
$875K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 2.91% |
$528K - $530K
|
186K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.07K+ 53.93% |
$509K - $511K
|
14.5K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.05KNew |
$507K - $509K
|
5.05K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.83KNew |
$485K - $486K
|
4.83K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.73K+ 4.75% |
$475K - $477K
|
104K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.6K+ 7.64% |
$461K - $463K
|
64.8K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.57KNew |
$458K - $460K
|
4.57K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.48K+ 22.68% |
$450K - $451K
|
24.3K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.46KNew |
$447K - $449K
|
4.46K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$437K - $439K
|
4.36K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
4.27KNew |
$429K - $430K
|
4.27K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.23KNew |
$424K - $426K
|
4.23K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.99K+ 3.46% |
$401K - $402K
|
119K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.99K+ 12.72% |
$400K - $401K
|
35.3K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.94K+ 31.86% |
$395K - $396K
|
16.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.89KNew |
$390K - $391K
|
3.89K
$391K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.88K+ 31.02% |
$390K - $391K
|
16.4K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.29K+ 12.33% |
$330K - $331K
|
30K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.18K+ 119.27% |
$319K - $320K
|
5.85K
$589K
|