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 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-18.7K- 13.09% |
$1.88M - $1.88M
|
124K
$12.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 35.36% |
$2.09M - $2.09M
|
38K
$3.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22.1K- 8.81% |
$2.22M - $2.23M
|
229K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-25.3K- 60.5% |
$2.54M - $2.55M
|
16.5K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-27.3K- 13.07% |
$2.74M - $2.75M
|
182K
$18.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-32.8K- 24.91% |
$3.29M - $3.31M
|
99K
$9.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33.8K- 48.52% |
$3.39M - $3.4M
|
35.9K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-44.7K- 94.23% |
$4.48M - $4.5M
|
2.74K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-49.3K- 51.69% |
$4.95M - $4.96M
|
46.1K
$4.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50.6K- 49.99% |
$5.08M - $5.1M
|
50.7K
$5.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.9K- 93.14% |
$5.2M - $5.22M
|
3.82K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-55.2K- 85.99% |
$5.54M - $5.56M
|
9K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74K- 92.7% |
$7.42M - $7.45M
|
5.83K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-92.9K- 84.33% |
$9.32M - $9.35M
|
17.3K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-115K- 73.32% |
$11.5M - $11.5M
|
41.7K
$4.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-280K- 38.79% |
$28.1M - $28.2M
|
442K
$44.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-338K- 43.96% |
$33.9M - $34M
|
431K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-529K- 44.06% |
$53.1M - $53.3M
|
672K
$67.6M
|