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 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 2.52% |
$252K - $253K
|
102K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$247K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43K+ 13.61% |
$244K - $245K
|
20.3K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.42K+ 48.46% |
$242K - $243K
|
7.4K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.39KNew |
$240K - $241K
|
2.39K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 53.87% |
$238K - $239K
|
6.78K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.37K+ 9.31% |
$238K - $239K
|
27.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.37K+ 19.93% |
$238K - $238K
|
14.2K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.34K+ 129.28% |
$234K - $235K
|
4.14K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.33KNew |
$234K - $235K
|
2.33K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.33KNew |
$233K - $234K
|
2.33K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.22K+ 84.08% |
$223K - $223K
|
4.86K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.22K+ 23.56% |
$222K - $223K
|
11.6K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$221K - $221K
|
2.2K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$218K - $219K
|
2.17K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.17KNew |
$218K - $218K
|
2.17K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.17K+ 12.72% |
$217K - $218K
|
19.2K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.16KNew |
$217K - $217K
|
2.16K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.14KNew |
$215K - $215K
|
2.14K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.09K+ 60.98% |
$210K - $211K
|
5.53K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.07KNew |
$207K - $208K
|
2.07K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.05KNew |
$206K - $207K
|
2.05K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.02K+ 4.8% |
$203K - $204K
|
44.1K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2K+ 3.15% |
$201K - $202K
|
65.6K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.96K+ 1.05% |
$196K - $197K
|
189K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 129.08% |
$191K - $191K
|
3.37K
$340K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.86KNew |
$186K - $187K
|
1.86K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.86K+ 5.09% |
$186K - $187K
|
38.3K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 35.94% |
$184K - $185K
|
6.95K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.78K+ 64.82% |
$178K - $179K
|
4.52K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.74K+ 27.04% |
$174K - $175K
|
8.17K
$822K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.73K+ 6.76% |
$174K - $175K
|
27.4K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.73KNew |
$174K - $174K
|
1.73K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 5.76% |
$165K - $166K
|
30.2K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.64K+ 4.52% |
$165K - $166K
|
38.1K
$3.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 41050.0% |
$165K - $165K
|
1.65K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.61K+ 304.55% |
$161K - $162K
|
2.13K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
1.6K+ 15.7% |
$161K - $161K
|
11.8K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.6KNew |
$161K - $161K
|
1.6K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.56KNew |
$156K - $157K
|
1.56K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$156K - $156K
|
217K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.53K+ 135.04% |
$154K - $154K
|
2.67K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 508.05% |
$152K - $152K
|
1.81K
$182K
|