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
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
49.3KNew |
$4.95M - $4.96M
|
49.3K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 15.73% |
$4.94M - $4.96M
|
362K
$36.5M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
49K+ 26.91% |
$4.92M - $4.94M
|
231K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
48.9K+ 10.05% |
$4.91M - $4.93M
|
536K
$53.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 15.78% |
$4.88M - $4.9M
|
357K
$36M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
48.1K+ 164.58% |
$4.83M - $4.85M
|
77.4K
$7.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
45.5K+ 104.5% |
$4.57M - $4.59M
|
89.1K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
45.2K+ 159.5% |
$4.54M - $4.55M
|
73.6K
$7.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
43.9KNew |
$4.4M - $4.42M
|
43.9K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
43.5K+ 495.94% |
$4.36M - $4.38M
|
52.3K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43.4K+ 4924.83% |
$4.36M - $4.37M
|
44.3K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
43.3K+ 72.2% |
$4.34M - $4.36M
|
103K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43.2K+ 23.38% |
$4.34M - $4.35M
|
228K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.1KNew |
$4.32M - $4.34M
|
43.1K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.1K+ 285.51% |
$4.32M - $4.33M
|
58.1K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.4K+ 14.86% |
$4.25M - $4.27M
|
328K
$33M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
42K+ 1431.54% |
$4.21M - $4.23M
|
44.9K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
42K+ 106.69% |
$4.21M - $4.23M
|
81.3K
$8.19M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.9K+ 6.48% |
$4.2M - $4.21M
|
688K
$69.3M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
41.8KNew |
$4.19M - $4.21M
|
41.8K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
41.5K+ 237.46% |
$4.17M - $4.18M
|
59K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.3K+ 14.74% |
$4.15M - $4.16M
|
322K
$32.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.3K+ 111.74% |
$4.14M - $4.15M
|
78.2K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 14.73% |
$4.14M - $4.15M
|
321K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
40.9KNew |
$4.11M - $4.12M
|
40.9K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
40.7KNew |
$4.08M - $4.09M
|
40.7K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
40.4KNew |
$4.05M - $4.07M
|
40.4K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
40.4K+ 15.07% |
$4.05M - $4.07M
|
308K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.6K+ 19.9% |
$3.97M - $3.99M
|
239K
$24M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38.7K+ 20.2% |
$3.89M - $3.9M
|
230K
$23.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
37.9KNew |
$3.8M - $3.81M
|
37.9K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
35.7K+ 172.05% |
$3.58M - $3.59M
|
56.5K
$5.69M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
35K+ 17.69% |
$3.51M - $3.52M
|
233K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34.3KNew |
$3.44M - $3.45M
|
34.3K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.7K+ 233.11% |
$3.39M - $3.4M
|
48.2K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
32.9K+ 730.41% |
$3.3M - $3.32M
|
37.4K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.8K+ 30.72% |
$3.29M - $3.31M
|
140K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.6K+ 31.11% |
$3.28M - $3.29M
|
138K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
32.6K+ 107.28% |
$3.27M - $3.28M
|
62.9K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$3.26M - $3.28M
|
32.5K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
31.2K+ 11.53% |
$3.13M - $3.14M
|
302K
$30.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
30.9K+ 49.35% |
$3.1M - $3.11M
|
93.5K
$9.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30.2K+ 303.19% |
$3.03M - $3.04M
|
40.1K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
30.1KNew |
$3.02M - $3.03M
|
30.1K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29.4K+ 138.61% |
$2.95M - $2.96M
|
50.6K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
29.3K+ 40.79% |
$2.94M - $2.95M
|
101K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
28.8K+ 7.32% |
$2.89M - $2.9M
|
422K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.5KNew |
$2.86M - $2.87M
|
28.5K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
28.4K+ 10.96% |
$2.85M - $2.86M
|
287K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
28KNew |
$2.81M - $2.82M
|
28K
$2.82M
|