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 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
13.6K+ 18.02% |
$1.36M - $1.37M
|
89K
$8.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.5K+ 120.31% |
$1.36M - $1.36M
|
24.8K
$2.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.5K+ 5.59% |
$1.35M - $1.36M
|
255K
$25.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.3KNew |
$1.34M - $1.34M
|
13.3K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
13.3K+ 8.99% |
$1.34M - $1.34M
|
161K
$16.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
13.2KNew |
$1.33M - $1.33M
|
13.2K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.2KNew |
$1.32M - $1.33M
|
13.2K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
12.9K+ 3.51% |
$1.29M - $1.3M
|
380K
$38.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.5K+ 43.0% |
$1.25M - $1.26M
|
41.6K
$4.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8KNew |
$1.18M - $1.19M
|
11.8K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
11.5K+ 153.45% |
$1.15M - $1.16M
|
19K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$1.15M - $1.15M
|
11.5K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
11.1KNew |
$1.11M - $1.12M
|
11.1K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
11K+ 18.05% |
$1.1M - $1.1M
|
71.7K
$7.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7K+ 218.51% |
$1.08M - $1.08M
|
15.7K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.93K+ 33.32% |
$996K - $1M
|
39.7K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9.93K+ 124.39% |
$996K - $1M
|
17.9K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.84K+ 23.75% |
$988K - $991K
|
51.3K
$5.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
9.82K+ 185.82% |
$985K - $989K
|
15.1K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.77K+ 85.57% |
$981K - $984K
|
21.2K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.12K+ 18.8% |
$915K - $919K
|
57.6K
$5.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8.64K+ 47.15% |
$867K - $870K
|
27K
$2.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8.53K+ 1.34% |
$857K - $860K
|
648K
$65M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
8.51K+ 207.05% |
$855K - $858K
|
12.6K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 11.67% |
$824K - $827K
|
78.5K
$7.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.2K+ 25.01% |
$823K - $826K
|
41K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
8.01K+ 113.6% |
$804K - $807K
|
15.1K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.9K+ 4.21% |
$793K - $796K
|
196K
$19.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.88K+ 239.7% |
$791K - $794K
|
11.2K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.8K+ 92.26% |
$783K - $786K
|
16.3K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.56K+ 146.95% |
$759K - $761K
|
12.7K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.21K+ 5.5% |
$723K - $726K
|
138K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.05K+ 2.76% |
$707K - $710K
|
262K
$26.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6.9K+ 5.07% |
$693K - $695K
|
143K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.89K+ 37.16% |
$692K - $694K
|
25.4K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.85K+ 4.12% |
$688K - $690K
|
173K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
6.79K+ 1.31% |
$681K - $684K
|
525K
$52.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6.66K+ 26.73% |
$668K - $671K
|
31.6K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
6.66K+ 4.74% |
$668K - $671K
|
147K
$14.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
6.4K+ 10.88% |
$642K - $645K
|
65.2K
$6.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.15KNew |
$617K - $619K
|
6.15K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5.88K+ 27.13% |
$590K - $592K
|
27.6K
$2.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.86KNew |
$588K - $590K
|
5.86K
$588K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5.77K+ 217.29% |
$579K - $581K
|
8.42K
$846K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.77K+ 67.42% |
$579K - $581K
|
14.3K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5.76KNew |
$578K - $580K
|
5.76K
$578K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.58K+ 21.35% |
$560K - $563K
|
31.7K
$3.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.58K+ 14.07% |
$560K - $562K
|
45.2K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.5K+ 5.68% |
$552K - $554K
|
102K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.45K+ 8.59% |
$547K - $549K
|
68.9K
$6.92M
|