Purchases and Sales Made in Q3 2025 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV) during Q3 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
Oct 03, 2025 Q3 2025
Aaron Wealth Advisors LLC

BUY
 -
1.65M
New
$166M - $166M
1.65M $166M
Oct 21, 2025 Q3 2025
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.26M
+ 287.03%
$127M - $127M
1.7M $171M
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
1.08M
New
$108M - $108M
1.08M $108M
Nov 03, 2025 Q3 2025
Ae Wealth Management LLC

BUY
 -
421K
+ 513.39%
$42.3M - $42.4M
503K $50.5M
Oct 22, 2025 Q3 2025
Index Fund Advisors, Inc.

BUY
 -
387K
+ 15318.63%
$38.9M - $39M
390K $39.1M
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
337K
+ 53.41%
$33.8M - $34M
968K $97.2M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
292K
+ 278.82%
$29.3M - $29.4M
397K $39.8M
Oct 21, 2025 Q3 2025
Peavine Capital, LLC

BUY
 -
276K
+ 40.98%
$27.7M - $27.8M
951K $95.5M
Oct 14, 2025 Q3 2025
Confluence Investment Management LLC

BUY
 -
230K
+ 9.7%
$23.1M - $23.2M
2.6M $261M
Oct 10, 2025 Q3 2025
Selective Wealth Management, Inc.

BUY
 -
208K
+ 39.29%
$20.9M - $21M
738K $74.1M
Oct 14, 2025 Q3 2025
Alpha Wealth Funds, LLC

Park City, UT
BUY
 -
181K
+ 26.98%
$18.2M - $18.2M
852K $85.5M
Oct 27, 2025 Q3 2025
Retirement Planning Group

BUY
 -
176K
+ 2117.43%
$17.7M - $17.7M
184K $18.5M
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
164K
+ 9.55%
$16.4M - $16.5M
1.88M $189M
Oct 14, 2025 Q3 2025
Brighton Jones LLC

BUY
 -
147K
+ 262.78%
$14.7M - $14.8M
202K $20.3M
Nov 04, 2025 Q3 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
139K
+ 16.03%
$14M - $14.1M
1.01M $101M
Oct 20, 2025 Q3 2025
Monarch Capital Management Inc

BUY
 -
132K
New
$13.2M - $13.3M
132K $13.2M
Oct 09, 2025 Q3 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
124K
+ 47.59%
$12.5M - $12.5M
385K $38.6M
Oct 31, 2025 Q3 2025
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
119K
+ 121.87%
$12M - $12M
217K $21.8M
Oct 29, 2025 Q3 2025
Arkadios Wealth Advisors

BUY
 -
114K
+ 834.46%
$11.5M - $11.5M
128K $12.9M
Oct 24, 2025 Q3 2025
One Degree Advisors Inc

San Diego, CA
BUY
 -
110K
+ 1214.94%
$11M - $11M
119K $11.9M
Nov 04, 2025 Q3 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
108K
+ 1950.07%
$10.9M - $10.9M
114K $11.4M
Oct 14, 2025 Q3 2025
Mendota Financial Group, LLC

Madison, WI
BUY
 -
105K
New
$10.5M - $10.6M
105K $10.5M
Oct 30, 2025 Q3 2025
Acr Alpine Capital Research, LLC

BUY
 -
96K
New
$9.64M - $9.67M
96K $9.64M
Oct 14, 2025 Q3 2025
Silver Lake Advisory, LLC

BUY
 -
94.1K
+ 477.99%
$9.45M - $9.48M
114K $11.4M
Oct 29, 2025 Q3 2025
Pacific Capital Wealth Advisors, Inc

BUY
 -
87.4K
New
$8.77M - $8.81M
87.4K $8.78M
Oct 16, 2025 Q3 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
87.1K
New
$8.74M - $8.77M
87.1K $8.75M
Nov 03, 2025 Q3 2025
Truist Financial Corp

BUY
 -
85.2K
+ 24.91%
$8.55M - $8.58M
427K $42.9M
Oct 17, 2025 Q3 2025
Hm Payson & CO

Portland, ME
BUY
 -
84.2K
New
$8.45M - $8.49M
84.2K $8.46M
Oct 28, 2025 Q3 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
80.6K
+ 38.95%
$8.09M - $8.12M
288K $28.9M
Nov 03, 2025 Q3 2025
Strategic Advisors LLC

BUY
 -
80.4K
New
$8.07M - $8.1M
80.4K $8.08M
Nov 04, 2025 Q3 2025
J.W. Cole Advisors, Inc.

BUY
 -
79.7K
+ 1247.66%
$8M - $8.03M
86.1K $8.65M
Oct 22, 2025 Q3 2025
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
75.3K
+ 6.35%
$7.56M - $7.59M
1.26M $127M
Oct 23, 2025 Q3 2025
Capital Investment Advisors, LLC

BUY
 -
73.5K
+ 73.98%
$7.38M - $7.41M
173K $17.4M
Oct 28, 2025 Q3 2025
Dynamic Financial Group

Cedar Falls, IA
BUY
 -
73.1K
+ 13.58%
$7.33M - $7.36M
611K $61.4M
Nov 04, 2025 Q3 2025
Savant Capital, LLC

BUY
 -
71.3K
+ 59.63%
$7.15M - $7.18M
191K $19.2M
Oct 09, 2025 Q3 2025
Affinity Capital Advisors, LLC

BUY
 -
69.9K
+ 476.98%
$7.02M - $7.04M
84.6K $8.49M
Oct 20, 2025 Q3 2025
Jdm Financial Group LLC

Encino, CA
BUY
 -
68.5K
+ 172.34%
$6.87M - $6.9M
108K $10.9M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
62.6K
+ 6.54%
$6.28M - $6.3M
1.02M $102M
Oct 17, 2025 Q3 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
60.8K
+ 21.7%
$6.1M - $6.12M
341K $34.2M
Oct 27, 2025 Q3 2025
Bangor Savings Bank

Bangor, ME
BUY
 -
58.9K
+ 28.64%
$5.91M - $5.93M
264K $26.6M
Oct 14, 2025 Q3 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
55.9K
New
$5.61M - $5.63M
55.9K $5.61M
Oct 24, 2025 Q3 2025
Phil A. Younker & Associates, Ltd.

Fairbanks, AK
BUY
 -
55.5K
+ 87.35%
$5.57M - $5.59M
119K $12M
Oct 22, 2025 Q3 2025
Ndvr, Inc.

Boston, MA
BUY
 -
55.4K
+ 1457.93%
$5.56M - $5.58M
59.2K $5.95M
Oct 31, 2025 Q3 2025
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
48.6K
+ 18.51%
$4.88M - $4.89M
311K $31.2M
Oct 21, 2025 Q3 2025
Sterling Investment Counsel, LLC

BUY
 -
46.4K
New
$4.66M - $4.68M
46.4K $4.66M
Oct 27, 2025 Q3 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
44K
New
$4.42M - $4.43M
44K $4.42M
Nov 04, 2025 Q3 2025
Aspen Capital Management, LLC

Boise, ID
BUY
 -
42.9K
+ 6.75%
$4.31M - $4.32M
679K $68.2M
Oct 22, 2025 Q3 2025
D.A. Davidson & Co.

BUY
 -
38.8K
+ 7.63%
$3.89M - $3.91M
547K $54.9M
Oct 29, 2025 Q3 2025
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
38.5K
+ 129.03%
$3.86M - $3.88M
68.3K $6.86M

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