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 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.15K+ 14.11% |
$316K - $318K
|
25.5K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3K+ 78.77% |
$301K - $302K
|
6.8K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.93KNew |
$294K - $295K
|
2.93K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.78K+ 3.12% |
$279K - $280K
|
92K
$9.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.57KNew |
$258K - $259K
|
2.57K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 2.52% |
$252K - $253K
|
102K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 53.87% |
$238K - $239K
|
6.78K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.37K+ 9.31% |
$238K - $239K
|
27.8K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.33KNew |
$234K - $235K
|
2.33K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.22K+ 84.08% |
$223K - $223K
|
4.86K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 23.56% |
$222K - $223K
|
11.6K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.17KNew |
$218K - $218K
|
2.17K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.17K+ 12.72% |
$217K - $218K
|
19.2K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 1.05% |
$196K - $197K
|
189K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 129.08% |
$191K - $191K
|
3.37K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.73K+ 6.76% |
$174K - $175K
|
27.4K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.64K+ 4.52% |
$165K - $166K
|
38.1K
$3.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 41050.0% |
$165K - $165K
|
1.65K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.61K+ 304.55% |
$161K - $162K
|
2.13K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.21K+ 2.49% |
$121K - $122K
|
49.7K
$5M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.01K+ 67.95% |
$101K - $101K
|
2.48K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1K+ 50.0% |
$100K - $101K
|
3K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
993+ 70.93% |
$99.6K - $100K
|
2.39K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
842+ 17.0% |
$84.5K - $84.8K
|
5.8K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
829+ 29.27% |
$83.2K - $83.5K
|
3.66K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
453+ 19.37% |
$45.5K - $45.6K
|
2.79K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
424+ 0.24% |
$42.5K - $42.7K
|
179K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
323+ 10.64% |
$32.4K - $32.5K
|
3.36K
$338K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
241+ 4.16% |
$24.2K - $24.3K
|
6.03K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200+ 7.95% |
$20.1K - $20.1K
|
2.72K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 0.73% |
$15.8K - $15.8K
|
21.6K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
113+ 0.67% |
$11.3K - $11.4K
|
16.9K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
93New |
$9.33K - $9.36K
|
93
$9.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
84+ 0.67% |
$8.43K - $8.46K
|
12.6K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 1.03% |
$4.01K - $4.03K
|
3.94K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.51K - $2.52K
|
25
$2.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.33% |
$1K - $1.01K
|
3.03K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.01% |
$803 - $805
|
799
$80.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.46% |
$502 - $503
|
1.09K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.17% |
$401 - $403
|
2.36K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2+ 3.64% |
$201 - $201
|
57
$5.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
9.38K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$100 - $101
|
1.84K
$185K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$201 - $201
|
2.16K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 39.68% |
$10K - $10.1K
|
152
$15.3K
|