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 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.99K+ 3.46% |
$401K - $402K
|
119K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.99K+ 12.72% |
$400K - $401K
|
35.3K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.98KNew |
$399K - $400K
|
3.98K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.94KNew |
$395K - $397K
|
3.94K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.94K+ 31.86% |
$395K - $396K
|
16.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.89KNew |
$390K - $391K
|
3.89K
$391K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.88K+ 31.02% |
$390K - $391K
|
16.4K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8KNew |
$381K - $383K
|
3.8K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.71K+ 7.44% |
$372K - $373K
|
53.6K
$5.4M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.61KNew |
$362K - $363K
|
3.61K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$358K - $360K
|
3.57K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.56KNew |
$357K - $358K
|
3.56K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.5KNew |
$351K - $353K
|
3.5K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.49K+ 23.72% |
$350K - $352K
|
18.2K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.46KNew |
$347K - $348K
|
3.46K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.33KNew |
$334K - $335K
|
3.33K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 23.72% |
$333K - $334K
|
17.3K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
3.32K+ 39.01% |
$333K - $334K
|
11.8K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.3KNew |
$331K - $332K
|
3.3K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.29K+ 12.33% |
$330K - $331K
|
30K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.28K+ 18.09% |
$329K - $330K
|
21.4K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 16.19% |
$326K - $327K
|
23.3K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.23K+ 5.38% |
$324K - $326K
|
63.4K
$6.38M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 13.57% |
$323K - $324K
|
26.9K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.18K+ 119.27% |
$319K - $320K
|
5.85K
$589K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
3.18KNew |
$319K - $320K
|
3.18K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.15K+ 14.11% |
$316K - $318K
|
25.5K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$314K - $315K
|
3.13K
$315K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.11KNew |
$312K - $313K
|
3.11K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.06K+ 16.36% |
$307K - $308K
|
21.7K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.05KNew |
$306K - $307K
|
3.05K
$307K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3K+ 78.77% |
$301K - $302K
|
6.8K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.99KNew |
$300K - $301K
|
2.99K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.96K+ 12.09% |
$297K - $298K
|
27.5K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.93KNew |
$294K - $295K
|
2.93K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.88KNew |
$289K - $290K
|
2.88K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$288K - $289K
|
2.87K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
$286K - $287K
|
2.85K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.78K+ 3.12% |
$279K - $280K
|
92K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.78K+ 12.25% |
$279K - $280K
|
25.4K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.75K+ 5.85% |
$276K - $277K
|
49.8K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.75KNew |
$276K - $277K
|
2.75K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 41.84% |
$267K - $268K
|
9.03K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 3.54% |
$260K - $261K
|
75.8K
$7.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.57KNew |
$258K - $259K
|
2.57K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 99.5% |
$257K - $258K
|
5.15K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.55K+ 48.27% |
$255K - $256K
|
7.82K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$255K - $256K
|
2.54K
$256K
|