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 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-135- 20.52% |
$13.5K - $13.6K
|
523
$52.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 5.4% |
$14.2K - $14.3K
|
2.49K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-271- 7.7% |
$27.2K - $27.3K
|
3.25K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-366- 0.24% |
$36.7K - $36.8K
|
153K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500- 25.0% |
$50.2K - $50.3K
|
1.5K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-603- 10.62% |
$60.5K - $60.7K
|
5.08K
$511K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-628- 0.15% |
$63K - $63.2K
|
407K
$40.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-736- 5.72% |
$73.9K - $74.1K
|
12.1K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-739- 7.38% |
$74.2K - $74.4K
|
9.28K
$934K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-815- 13.19% |
$81.8K - $82.1K
|
5.36K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-939- 19.08% |
$94.2K - $94.5K
|
3.98K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-943- 19.36% |
$94.6K - $94.9K
|
3.93K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-970- 6.32% |
$97.3K - $97.7K
|
14.4K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.15K- 11.86% |
$115K - $116K
|
8.55K
$860K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.21K- 74.33% |
$122K - $122K
|
419
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.25K- 6.19% |
$125K - $126K
|
18.9K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 33.35% |
$132K - $133K
|
2.64K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-1.32K- 0.92% |
$133K - $133K
|
143K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.52K- 12.37% |
$152K - $153K
|
10.8K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 44.13% |
$158K - $159K
|
2K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.66K- 30.95% |
$167K - $168K
|
3.71K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.76K- 11.8% |
$176K - $177K
|
13.1K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 43.38% |
$195K - $196K
|
2.54K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.35K- 39.23% |
$236K - $236K
|
3.64K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.43K- 5.16% |
$244K - $244K
|
44.7K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.64K- 14.85% |
$265K - $266K
|
15.1K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.8K- 5.73% |
$281K - $282K
|
46K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.33% |
$297K - $298K
|
901K
$90.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.18K- 23.09% |
$319K - $320K
|
10.6K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.47K- 3.82% |
$349K - $350K
|
87.6K
$8.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.61K- 22.7% |
$362K - $364K
|
12.3K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.82K- 22.64% |
$383K - $384K
|
13K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.91K- 8.34% |
$392K - $393K
|
42.9K
$4.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-4.04K- 3.52% |
$406K - $407K
|
111K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.68K- 13.02% |
$470K - $471K
|
31.3K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.93K- 23.78% |
$595K - $597K
|
19K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.46K- 2.59% |
$648K - $651K
|
243K
$24.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.69K- 7.3% |
$671K - $673K
|
84.9K
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.9K- 37.63% |
$693K - $695K
|
11.4K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.36K- 7.5% |
$739K - $741K
|
90.8K
$9.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.89K- 66.93% |
$992K - $995K
|
4.88K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-10.9K- 6.35% |
$1.1M - $1.1M
|
161K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 13.36% |
$1.17M - $1.18M
|
75.8K
$7.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-12.3K- 22.1% |
$1.24M - $1.24M
|
43.5K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13K- 13.99% |
$1.31M - $1.31M
|
80K
$8.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-15.1K- 17.18% |
$1.51M - $1.52M
|
72.7K
$7.32M
|