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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28K+ 23.66% |
$2.81M - $2.82M
|
146K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
27.7K+ 38.98% |
$2.78M - $2.79M
|
98.8K
$9.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27.7K+ 23.18% |
$2.78M - $2.79M
|
147K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
27.4K+ 151.33% |
$2.75M - $2.76M
|
45.6K
$4.59M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
27.3K+ 108.46% |
$2.74M - $2.75M
|
52.4K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.3KNew |
$2.74M - $2.75M
|
27.3K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.6K+ 95.69% |
$2.67M - $2.68M
|
54.4K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.6K+ 16.13% |
$2.66M - $2.67M
|
191K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
26.1K+ 95.63% |
$2.62M - $2.63M
|
53.4K
$5.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 215.17% |
$2.57M - $2.58M
|
37.5K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
25.2K+ 39.07% |
$2.53M - $2.54M
|
89.7K
$9.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25K+ 5.73% |
$2.5M - $2.51M
|
461K
$46.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
24.9KNew |
$2.5M - $2.51M
|
24.9K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.8K+ 46.74% |
$2.49M - $2.49M
|
77.8K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.4K+ 901.85% |
$2.44M - $2.45M
|
27.1K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
24.2K+ 117.95% |
$2.42M - $2.43M
|
44.7K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
23.8KNew |
$2.39M - $2.4M
|
23.8K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 187.41% |
$2.38M - $2.39M
|
36.4K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.7KNew |
$2.37M - $2.38M
|
23.7K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 43.38% |
$2.36M - $2.37M
|
77.6K
$7.82M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23.2K+ 4.09% |
$2.33M - $2.33M
|
590K
$59.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.5K+ 12.71% |
$2.25M - $2.26M
|
199K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2K+ 617.29% |
$2.13M - $2.14M
|
24.6K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21K+ 13.65% |
$2.11M - $2.11M
|
175K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.9K+ 616.06% |
$2.1M - $2.11M
|
24.3K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$2.08M - $2.08M
|
20.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
20.4KNew |
$2.05M - $2.06M
|
20.4K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20.3K+ 90.18% |
$2.04M - $2.05M
|
42.9K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 30.53% |
$1.97M - $1.97M
|
83.9K
$8.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.4K+ 200.77% |
$1.94M - $1.95M
|
29K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.3KNew |
$1.94M - $1.95M
|
19.3K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.2K+ 20.33% |
$1.93M - $1.94M
|
114K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9K+ 23.35% |
$1.9M - $1.9M
|
99.9K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.8KNew |
$1.89M - $1.89M
|
18.8K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.5K+ 24.21% |
$1.86M - $1.87M
|
95.1K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.4K+ 4.13% |
$1.84M - $1.85M
|
463K
$46.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$1.82M - $1.83M
|
18.1K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.9K+ 33.52% |
$1.79M - $1.8M
|
71.2K
$7.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.8K+ 19.05% |
$1.79M - $1.8M
|
111K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
17.7K+ 318.37% |
$1.78M - $1.79M
|
23.3K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.7KNew |
$1.78M - $1.78M
|
17.7K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17.7KNew |
$1.77M - $1.78M
|
17.7K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
17.4KNew |
$1.75M - $1.75M
|
17.4K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.7K+ 768.46% |
$1.68M - $1.68M
|
18.9K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.5K+ 17.99% |
$1.65M - $1.66M
|
108K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 15.01% |
$1.62M - $1.63M
|
124K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 121.46% |
$1.62M - $1.63M
|
29.5K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 11.63% |
$1.61M - $1.62M
|
154K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15.8K+ 12.57% |
$1.58M - $1.59M
|
141K
$14.2M
|