Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
193M+ 545715.56% |
$19.3B - $19.4B
|
193M
$19.4B
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.11M+ 250.01% |
$111M - $111M
|
1.55M
$156M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$173M
|
|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
675KNew |
$67.7M - $67.9M
|
675K
$67.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
427K+ 21.95% |
$42.8M - $43M
|
2.37M
$239M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 4814.5% |
$18.5M - $18.5M
|
188K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
166K+ 94.87% |
$16.7M - $16.8M
|
342K
$34.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
158K+ 26.25% |
$15.9M - $15.9M
|
760K
$76.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
120K+ 2332.32% |
$12M - $12.1M
|
125K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
113KNew |
$11.4M - $11.4M
|
113K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
104KNew |
$10.4M - $10.4M
|
104K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99.4KNew |
$9.97M - $10M
|
99.4K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.7K+ 15.49% |
$8.49M - $8.53M
|
631K
$63.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
80KNew |
$8.02M - $8.05M
|
80K
$8.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
79.1K+ 43.56% |
$7.94M - $7.97M
|
261K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77.7KNew |
$7.8M - $7.82M
|
77.7K
$7.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
77.4K+ 114.58% |
$7.77M - $7.8M
|
145K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
72.2K+ 41.31% |
$7.24M - $7.27M
|
247K
$24.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6K+ 626.16% |
$7.19M - $7.21M
|
83.1K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
52.7KNew |
$5.29M - $5.31M
|
52.7K
$5.31M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
50.5K+ 2.98% |
$5.06M - $5.08M
|
1.74M
$175M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
44.9K+ 70.79% |
$4.5M - $4.52M
|
108K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
41.5K+ 90.13% |
$4.16M - $4.18M
|
87.5K
$8.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.5K+ 16.89% |
$4.06M - $4.07M
|
280K
$28.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
34K+ 68.5% |
$3.42M - $3.43M
|
83.7K
$8.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.6KNew |
$3.37M - $3.38M
|
33.6K
$3.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30.4K+ 34.77% |
$3.05M - $3.07M
|
118K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30K+ 27.29% |
$3.01M - $3.02M
|
140K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
29.5K+ 987.0% |
$2.96M - $2.97M
|
32.4K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
28.6K+ 120.09% |
$2.87M - $2.88M
|
52.5K
$5.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28.6K+ 23.95% |
$2.87M - $2.88M
|
148K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
26.6K+ 54.67% |
$2.67M - $2.68M
|
75.4K
$7.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
26.5KNew |
$2.66M - $2.67M
|
26.5K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$2.64M - $2.65M
|
26.3K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7K+ 3.18% |
$2.58M - $2.59M
|
834K
$83.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
25.3KNew |
$2.54M - $2.55M
|
25.3K
$2.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25K+ 441.01% |
$2.51M - $2.52M
|
30.6K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
24.1KNew |
$2.42M - $2.43M
|
24.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
22.4K+ 55.16% |
$2.25M - $2.26M
|
63.1K
$6.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.1K+ 23.89% |
$2.22M - $2.22M
|
115K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21K+ 482.65% |
$2.11M - $2.12M
|
25.4K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20.7K+ 18.21% |
$2.08M - $2.09M
|
135K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.8K+ 169.99% |
$1.98M - $1.99M
|
31.4K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
18.7KNew |
$1.87M - $1.88M
|
18.7K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.5K+ 18.55% |
$1.86M - $1.87M
|
118K
$11.9M
|