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 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
150K+ 35.94% |
$15.1M - $15.1M
|
569K
$57.3M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
147K+ 10.96% |
$14.7M - $14.8M
|
1.48M
$149M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
135KNew |
$13.6M - $13.6M
|
135K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
134K+ 29.49% |
$13.5M - $13.5M
|
589K
$59.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129K+ 49.83% |
$13M - $13M
|
389K
$39.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 36.96% |
$12.7M - $12.8M
|
471K
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
126K+ 23.79% |
$12.6M - $12.6M
|
653K
$65.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
117K+ 75.75% |
$11.8M - $11.8M
|
272K
$27.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 10.29% |
$11.5M - $11.5M
|
1.23M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
110K+ 291.84% |
$11M - $11.1M
|
148K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
109K+ 192.49% |
$10.9M - $10.9M
|
165K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
107K+ 78.0% |
$10.8M - $10.8M
|
245K
$24.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 269.89% |
$10.5M - $10.6M
|
144K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
104K+ 819.48% |
$10.4M - $10.4M
|
116K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
103K+ 11.76% |
$10.3M - $10.4M
|
979K
$98.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100K+ 28.2% |
$10.1M - $10.1M
|
457K
$46M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
98.4K+ 271.21% |
$9.87M - $9.91M
|
135K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
96.9K+ 576.03% |
$9.73M - $9.76M
|
114K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
92.4KNew |
$9.27M - $9.31M
|
92.4K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.8K+ 34.06% |
$8.71M - $8.74M
|
342K
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
86.1K+ 45.78% |
$8.64M - $8.67M
|
274K
$27.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.7KNew |
$8.5M - $8.53M
|
84.7K
$8.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
83.3KNew |
$8.36M - $8.39M
|
83.3K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.5K+ 37.79% |
$8.18M - $8.2M
|
297K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76.2K+ 102.83% |
$7.64M - $7.67M
|
150K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
75.3KNew |
$7.55M - $7.58M
|
75.3K
$7.58M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
74.8K+ 52.44% |
$7.5M - $7.53M
|
217K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
73.6K+ 153.45% |
$7.38M - $7.41M
|
122K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.3KNew |
$7.26M - $7.28M
|
72.3K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
71.9K+ 50.07% |
$7.21M - $7.24M
|
215K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
71K+ 4.99% |
$7.13M - $7.15M
|
1.49M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
69.8K+ 173.97% |
$7.01M - $7.03M
|
110K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
67KNew |
$6.72M - $6.75M
|
67K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3KNew |
$6.66M - $6.68M
|
66.3K
$6.68M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 140.72% |
$6.47M - $6.49M
|
110K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
64.1K+ 188.7% |
$6.43M - $6.46M
|
98.1K
$9.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.5K+ 5.62% |
$6.27M - $6.29M
|
1.18M
$118M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
62.3K+ 40.0% |
$6.25M - $6.27M
|
218K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
60.6KNew |
$6.08M - $6.1M
|
60.6K
$6.1M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
59.2K+ 108.9% |
$5.94M - $5.96M
|
114K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
58.4KNew |
$5.86M - $5.88M
|
58.4K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.1K+ 14.57% |
$5.73M - $5.75M
|
449K
$45.2M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
57KNew |
$5.72M - $5.74M
|
57K
$5.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.6K+ 1072860.0% |
$5.38M - $5.4M
|
53.6K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
53.4K+ 39.3% |
$5.35M - $5.37M
|
189K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
53.2K+ 351.13% |
$5.34M - $5.35M
|
68.3K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52.8K+ 26.58% |
$5.3M - $5.31M
|
251K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52.4K+ 1966.79% |
$5.25M - $5.27M
|
55K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 27.29% |
$5.15M - $5.17M
|
240K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.4K+ 98.94% |
$5.05M - $5.07M
|
101K
$10.2M
|