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 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.46K+ 28.7% |
$949K - $953K
|
42.4K
$4.27M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.4K+ 122.75% |
$943K - $947K
|
17.1K
$1.72M
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
9.3K+ 18.06% |
$933K - $936K
|
60.8K
$6.12M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.15KNew |
$918K - $921K
|
9.15K
$921K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.13K+ 6.43% |
$916K - $919K
|
151K
$15.2M
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.04K+ 103.82% |
$907K - $911K
|
17.8K
$1.79M
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.94KNew |
$897K - $900K
|
8.94K
$901K
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.9K+ 6.25% |
$893K - $896K
|
151K
$15.2M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.55KNew |
$858K - $861K
|
8.55K
$861K
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.53K+ 4.35% |
$856K - $858K
|
205K
$20.6M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.5KNew |
$853K - $856K
|
8.5K
$856K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.48K+ 28.6% |
$850K - $853K
|
38.1K
$3.84M
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.38KNew |
$841K - $844K
|
8.38K
$844K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8.37KNew |
$840K - $843K
|
8.37K
$843K
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
8.21K+ 214.45% |
$824K - $826K
|
12K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.2KNew |
$823K - $826K
|
8.2K
$826K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.19K+ 18.02% |
$822K - $824K
|
53.6K
$5.4M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.17K+ 293.5% |
$820K - $823K
|
11K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
8.16K+ 12.29% |
$819K - $822K
|
74.6K
$7.51M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.09K+ 29.03% |
$812K - $815K
|
36K
$3.62M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.08K+ 44.57% |
$811K - $813K
|
26.2K
$2.64M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.05KNew |
$808K - $810K
|
8.05K
$811K
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.04KNew |
$807K - $810K
|
8.04K
$810K
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
7.88K+ 20.66% |
$791K - $793K
|
46K
$4.63M
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.86KNew |
$789K - $791K
|
7.86K
$792K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.72KNew |
$774K - $777K
|
7.72K
$777K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
7.7KNew |
$772K - $775K
|
7.7K
$775K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.63K+ 57.01% |
$765K - $768K
|
21K
$2.12M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.56K+ 372.46% |
$759K - $761K
|
9.59K
$966K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 93.33% |
$758K - $760K
|
15.6K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.46KNew |
$749K - $751K
|
7.46K
$752K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.42KNew |
$745K - $747K
|
7.42K
$747K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
7.41K+ 67.94% |
$744K - $746K
|
18.3K
$1.84M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.33K+ 51.53% |
$735K - $738K
|
21.6K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.32KNew |
$734K - $737K
|
7.32K
$737K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.22KNew |
$725K - $727K
|
7.22K
$727K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.21K+ 9.4% |
$724K - $726K
|
83.9K
$8.45M
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.1K+ 12.41% |
$712K - $715K
|
64.3K
$6.48M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7K+ 58.41% |
$702K - $705K
|
19K
$1.91M
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.98KNew |
$700K - $703K
|
6.98K
$703K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.95K+ 3.03% |
$698K - $700K
|
236K
$23.8M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$691K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.71KNew |
$673K - $676K
|
6.71K
$676K
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.68K+ 60.18% |
$671K - $673K
|
17.8K
$1.79M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$663K - $665K
|
6.61K
$665K
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.6KNew |
$662K - $665K
|
6.6K
$665K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.59K+ 143.5% |
$661K - $663K
|
11.2K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$653K - $655K
|
6.51K
$655K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.46K+ 67.74% |
$648K - $650K
|
16K
$1.61M
|