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 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.7K+ 906.4% |
$1.58M - $1.58M
|
17.5K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
15.4K+ 6.52% |
$1.55M - $1.55M
|
252K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
15.3K+ 29.26% |
$1.53M - $1.54M
|
67.6K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14.8K+ 371.9% |
$1.49M - $1.49M
|
18.8K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
14.4K+ 2.63% |
$1.44M - $1.45M
|
560K
$56.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14.3K+ 10.34% |
$1.43M - $1.44M
|
152K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.1K+ 10.32% |
$1.41M - $1.42M
|
150K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.5K+ 23.19% |
$1.36M - $1.36M
|
71.9K
$7.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 176.85% |
$1.34M - $1.35M
|
20.9K
$2.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
13.3K+ 54.75% |
$1.33M - $1.34M
|
37.6K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
13.3K+ 13.37% |
$1.33M - $1.34M
|
113K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.3K+ 2.53% |
$1.33M - $1.34M
|
537K
$54.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13K+ 13.62% |
$1.3M - $1.3M
|
108K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 92.55% |
$1.28M - $1.28M
|
26.5K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.1K+ 95.55% |
$1.21M - $1.22M
|
24.7K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
12KNew |
$1.2M - $1.21M
|
12K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.9K+ 3.97% |
$1.19M - $1.2M
|
311K
$31.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
11.7K+ 21.89% |
$1.17M - $1.18M
|
65.2K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.5K+ 8.25% |
$1.16M - $1.16M
|
151K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
11.3KNew |
$1.13M - $1.13M
|
11.3K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
11.2K+ 22.25% |
$1.12M - $1.13M
|
61.6K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.2K+ 12.71% |
$1.12M - $1.13M
|
99.3K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
11.2K+ 66.04% |
$1.12M - $1.12M
|
28.1K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2K+ 31.1% |
$1.12M - $1.12M
|
47K
$4.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11KNew |
$1.11M - $1.11M
|
11K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
10.9K+ 125.15% |
$1.09M - $1.1M
|
19.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.8K+ 20.5% |
$1.08M - $1.09M
|
63.4K
$6.38M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 43.05% |
$1.07M - $1.07M
|
35.4K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10.6KNew |
$1.07M - $1.07M
|
10.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 17.54% |
$1.06M - $1.07M
|
71.1K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$1.06M - $1.06M
|
10.5K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 5.07% |
$1.05M - $1.06M
|
218K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
10.4KNew |
$1.04M - $1.05M
|
10.4K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
10.3K+ 21.28% |
$1.03M - $1.03M
|
58.5K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.3K+ 177.03% |
$1.03M - $1.03M
|
16K
$1.62M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.1K+ 57.24% |
$1.01M - $1.01M
|
27.7K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 6.08% |
$1.01M - $1.01M
|
175K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
9.95K+ 162.65% |
$999K - $1M
|
16.1K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
9.83K+ 214.51% |
$987K - $990K
|
14.4K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
9.8K+ 261.87% |
$983K - $987K
|
13.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
$966K - $970K
|
9.63K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 220.1% |
$960K - $964K
|
13.9K
$1.4M
|