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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
42.9K+ 6.75% |
$4.31M - $4.32M
|
679K
$68.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
40.9KNew |
$4.1M - $4.12M
|
40.9K
$4.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40.2KNew |
$4.04M - $4.05M
|
40.2K
$4.04M
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38.1K+ 9.33% |
$3.83M - $3.84M
|
447K
$44.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
37.9K+ 47.33% |
$3.8M - $3.81M
|
118K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.7K+ 192.7% |
$3.68M - $3.69M
|
55.7K
$5.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.9K+ 8.59% |
$3.61M - $3.62M
|
454K
$45.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.8K+ 29.23% |
$3.5M - $3.51M
|
154K
$15.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
32.4K+ 30.99% |
$3.25M - $3.26M
|
137K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
29.8KNew |
$2.99M - $3M
|
29.8K
$2.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
29.7K+ 99.81% |
$2.98M - $2.99M
|
59.4K
$5.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29.3K+ 186.68% |
$2.94M - $2.95M
|
45K
$4.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
29.1KNew |
$2.92M - $2.93M
|
29.1K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
28.2K+ 19.65% |
$2.83M - $2.84M
|
172K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
28.2K+ 36.29% |
$2.83M - $2.84M
|
106K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
27.4KNew |
$2.75M - $2.76M
|
27.4K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
24K+ 12.6% |
$2.41M - $2.41M
|
214K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.9K+ 24.72% |
$2.4M - $2.4M
|
120K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.9K+ 282.29% |
$2.3M - $2.31M
|
31K
$3.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
22.7K+ 67.14% |
$2.28M - $2.29M
|
56.6K
$5.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
22.6K+ 19.07% |
$2.27M - $2.28M
|
141K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
22.5K+ 20.83% |
$2.26M - $2.27M
|
131K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
22.2K+ 21.4% |
$2.23M - $2.23M
|
126K
$12.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
22.1KNew |
$2.22M - $2.23M
|
22.1K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21.7K+ 62.86% |
$2.18M - $2.19M
|
56.3K
$5.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21.6K+ 70.61% |
$2.17M - $2.18M
|
52.3K
$5.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21.6K+ 9.26% |
$2.16M - $2.17M
|
254K
$25.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
21.4K+ 28.8% |
$2.15M - $2.16M
|
95.8K
$9.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
21.4K+ 13.88% |
$2.15M - $2.16M
|
176K
$17.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.4K+ 66.01% |
$2.05M - $2.06M
|
51.4K
$5.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20.1K+ 495.35% |
$2.02M - $2.03M
|
24.2K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
19.8K+ 70.06% |
$1.99M - $1.99M
|
48K
$4.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
19.6K+ 249.67% |
$1.96M - $1.97M
|
27.4K
$2.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
19.4K+ 5.87% |
$1.95M - $1.96M
|
350K
$35.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.3K+ 10.84% |
$1.93M - $1.94M
|
197K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
19.2K+ 153.3% |
$1.93M - $1.94M
|
31.7K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.9K+ 30.92% |
$1.9M - $1.9M
|
80K
$8.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
18.8K+ 7.1% |
$1.89M - $1.89M
|
284K
$28.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
18KNew |
$1.81M - $1.81M
|
18K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
17.4KNew |
$1.75M - $1.76M
|
17.4K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15.9KNew |
$1.6M - $1.61M
|
15.9K
$1.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.5K+ 5.54% |
$1.56M - $1.57M
|
296K
$29.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15K+ 29.14% |
$1.51M - $1.51M
|
66.5K
$6.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
14.5KNew |
$1.46M - $1.46M
|
14.5K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
14.5K+ 72.2% |
$1.45M - $1.46M
|
34.5K
$3.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.4K+ 187.2% |
$1.45M - $1.45M
|
22.1K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
13.7K+ 19.25% |
$1.38M - $1.38M
|
85K
$8.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
13.6KNew |
$1.37M - $1.37M
|
13.6K
$1.37M
|