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 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 163.01% |
$646K - $648K
|
10.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.42KNew |
$644K - $646K
|
6.42K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.33KNew |
$635K - $637K
|
6.33K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.31K+ 43.41% |
$633K - $635K
|
20.8K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.3K+ 24.19% |
$632K - $634K
|
32.3K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.29K+ 45.08% |
$631K - $634K
|
20.3K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.13KNew |
$615K - $617K
|
6.13K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.1KNew |
$612K - $614K
|
6.1K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
6KNew |
$602K - $604K
|
6K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6K+ 42.64% |
$602K - $604K
|
20.1K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.88K+ 108.57% |
$590K - $592K
|
11.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 7.4% |
$580K - $582K
|
83.9K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
5.75K+ 15.6% |
$576K - $578K
|
42.6K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.66KNew |
$568K - $570K
|
5.66K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.5K+ 203.85% |
$552K - $554K
|
8.2K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.5K+ 171.88% |
$552K - $554K
|
8.7K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.46K+ 36.57% |
$548K - $550K
|
20.4K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.36K+ 185.75% |
$538K - $539K
|
8.24K
$830K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 2.91% |
$528K - $530K
|
186K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.07K+ 53.93% |
$509K - $511K
|
14.5K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.05KNew |
$507K - $509K
|
5.05K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.99K+ 6.56% |
$500K - $502K
|
81.1K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$499K - $501K
|
4.98K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.97KNew |
$499K - $501K
|
4.97K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.94KNew |
$496K - $497K
|
4.94K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.85KNew |
$487K - $488K
|
4.85K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.83KNew |
$485K - $486K
|
4.83K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.73K+ 4.75% |
$475K - $477K
|
104K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.69K+ 15.29% |
$471K - $472K
|
35.4K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.62K+ 19.4% |
$463K - $465K
|
28.4K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.6KNew |
$462K - $463K
|
4.6K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.6K+ 7.64% |
$461K - $463K
|
64.8K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.57KNew |
$458K - $460K
|
4.57K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.54KNew |
$455K - $457K
|
4.54K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$452K - $454K
|
4.51K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.48K+ 22.68% |
$450K - $451K
|
24.3K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.46KNew |
$447K - $449K
|
4.46K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$437K - $439K
|
4.36K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.31K+ 18.02% |
$432K - $434K
|
28.2K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
4.27KNew |
$429K - $430K
|
4.27K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 48.08% |
$426K - $427K
|
13.1K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.23KNew |
$424K - $426K
|
4.23K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.21K+ 108.77% |
$422K - $423K
|
8.07K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.2K+ 210.05% |
$422K - $423K
|
6.2K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 3.68% |
$418K - $419K
|
117K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.12K+ 11.46% |
$414K - $415K
|
40.1K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.11K+ 90.49% |
$412K - $414K
|
8.65K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.07K+ 34.56% |
$409K - $410K
|
15.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.02K+ 108.65% |
$403K - $405K
|
7.72K
$778K
|