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
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.43K+ 7.61% |
$545K - $547K
|
76.8K
$7.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.41K+ 11.35% |
$542K - $544K
|
53K
$5.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.3KNew |
$532K - $534K
|
5.3K
$532K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.29K+ 7.88% |
$531K - $533K
|
72.4K
$7.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.28K+ 22.76% |
$530K - $532K
|
28.5K
$2.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.64KNew |
$466K - $468K
|
4.64K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.47K+ 15.48% |
$449K - $450K
|
33.4K
$3.35M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.31K+ 71.59% |
$433K - $434K
|
10.3K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.28K+ 2.32% |
$430K - $431K
|
189K
$18.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.27K+ 33.98% |
$429K - $430K
|
16.8K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.2K+ 112.23% |
$422K - $423K
|
7.95K
$798K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.2KNew |
$421K - $423K
|
4.2K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4KNew |
$401K - $403K
|
4K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.98KNew |
$399K - $401K
|
3.98K
$399K
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
3.9KNew |
$391K - $393K
|
3.9K
$392K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.89K+ 18.09% |
$390K - $392K
|
25.4K
$2.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 5.62% |
$376K - $377K
|
70.4K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.62K+ 10.77% |
$363K - $365K
|
37.2K
$3.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.53KNew |
$354K - $356K
|
3.53K
$354K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
3.49KNew |
$350K - $351K
|
3.49K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 0.47% |
$343K - $344K
|
728K
$73.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$342K - $343K
|
3.41K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.39KNew |
$340K - $342K
|
3.39K
$340K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.37K+ 25.47% |
$339K - $340K
|
16.6K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.37K+ 22.03% |
$338K - $340K
|
18.7K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.32K+ 0.69% |
$333K - $334K
|
488K
$49M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.32K+ 7.95% |
$333K - $334K
|
45.1K
$4.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.28K+ 44.18% |
$330K - $331K
|
10.7K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.28K+ 14.15% |
$330K - $331K
|
26.5K
$2.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.27K+ 5.18% |
$328K - $329K
|
66.4K
$6.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.21K+ 3.9% |
$322K - $323K
|
85.5K
$8.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Ycg, LLC
|
BUY
|
- |
3.14KNew |
$315K - $316K
|
3.14K
$315K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.1KNew |
$311K - $312K
|
3.1K
$311K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.05K+ 53.48% |
$306K - $307K
|
8.76K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.99KNew |
$300K - $301K
|
2.99K
$300K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.82KNew |
$283K - $284K
|
2.82K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.69KNew |
$270K - $271K
|
2.69K
$271K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.58KNew |
$259K - $260K
|
2.58K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.58K+ 7.69% |
$259K - $260K
|
36.1K
$3.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.54K+ 4.53% |
$255K - $256K
|
58.6K
$5.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.54K+ 0.81% |
$255K - $256K
|
315K
$31.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.51K+ 25.31% |
$252K - $253K
|
12.4K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$252K - $253K
|
2.51K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.46KNew |
$246K - $247K
|
2.46K
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.42K+ 29.06% |
$242K - $243K
|
10.7K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
2.36K+ 1.43% |
$237K - $238K
|
168K
$16.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.33K+ 15.79% |
$234K - $235K
|
17.1K
$1.72M
|