Purchases and Sales Made in Q3 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 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 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-44.5K- 31.13% |
$4.47M - $4.48M
|
98.5K
$9.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-46.3K- 37.0% |
$4.65M - $4.66M
|
78.8K
$7.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-47.1K- 17.86% |
$4.73M - $4.75M
|
217K
$21.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-47.6K- 22.59% |
$4.78M - $4.8M
|
163K
$16.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.2K- 5.9% |
$4.94M - $4.96M
|
785K
$78.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49.9K- 7.73% |
$5.01M - $5.03M
|
596K
$59.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-51.2K- 29.97% |
$5.14M - $5.16M
|
120K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-61.2K- 17.17% |
$6.14M - $6.16M
|
295K
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-71.7K- 34.66% |
$7.2M - $7.23M
|
135K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-73.2K- 56.09% |
$7.34M - $7.37M
|
57.3K
$5.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-73.8K- 50.88% |
$7.4M - $7.43M
|
71.2K
$7.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-75.1K- 94.19% |
$7.54M - $7.57M
|
4.63K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-77.8K- 5.91% |
$7.8M - $7.83M
|
1.24M
$124M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-78.6K- 58.46% |
$7.89M - $7.92M
|
55.9K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-84.9K- 33.58% |
$8.52M - $8.55M
|
168K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-112K- 99.14% |
$11.3M - $11.3M
|
973
$97.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-116K- 66.46% |
$11.7M - $11.7M
|
58.7K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-119K- 7.68% |
$11.9M - $12M
|
1.43M
$143M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-127K- 39.64% |
$12.7M - $12.8M
|
193K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-136K- 23.84% |
$13.6M - $13.7M
|
433K
$43.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-146K- 65.23% |
$14.6M - $14.7M
|
77.6K
$7.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-151K- 76.24% |
$15.2M - $15.2M
|
47.2K
$4.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-155K- 62.64% |
$15.5M - $15.6M
|
92.3K
$9.26M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-266K- 65.4% |
$26.7M - $26.8M
|
141K
$14.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-291K- 38.29% |
$29.2M - $29.3M
|
469K
$47.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-373K- 40.68% |
$37.4M - $37.5M
|
544K
$54.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-455K- 36.1% |
$45.7M - $45.8M
|
805K
$80.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-612K- 24.75% |
$61.5M - $61.7M
|
1.86M
$187M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-10.1M- 98.35% |
$1.01B - $1.02B
|
170K
$17M
|