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 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.3KNew |
$231K - $232K
|
2.3K
$231K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.3KNew |
$231K - $232K
|
2.3K
$231K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.24KNew |
$225K - $225K
|
2.24K
$225K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23KNew |
$224K - $225K
|
2.23K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.18KNew |
$219K - $220K
|
2.18K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.14KNew |
$215K - $216K
|
2.14K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$212K - $213K
|
2.11K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.11K+ 2.52% |
$212K - $212K
|
85.9K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.02K+ 6.05% |
$203K - $203K
|
35.4K
$3.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.01K+ 22.09% |
$201K - $202K
|
11.1K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.99K+ 48.77% |
$200K - $200K
|
6.07K
$609K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.91K+ 16.69% |
$192K - $192K
|
13.3K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 3.26% |
$191K - $192K
|
60.3K
$6.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.89K+ 2.71% |
$190K - $190K
|
71.7K
$7.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.86K+ 2.13% |
$187K - $187K
|
89.4K
$8.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.81KNew |
$181K - $182K
|
1.81K
$181K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.75K+ 4.0% |
$176K - $176K
|
45.5K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.74K+ 19.91% |
$175K - $175K
|
10.5K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.73K+ 46.97% |
$174K - $175K
|
5.43K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 1.62% |
$166K - $166K
|
103K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.57K+ 12.02% |
$157K - $158K
|
14.6K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 60.75% |
$135K - $136K
|
3.57K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.34K+ 18.36% |
$134K - $135K
|
8.64K
$867K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.33K+ 4.69% |
$134K - $134K
|
29.7K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.29K+ 12.72% |
$129K - $130K
|
11.4K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.29K+ 11.97% |
$129K - $130K
|
12K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.23K+ 11.44% |
$124K - $124K
|
12K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 17.42% |
$122K - $122K
|
8.19K
$822K
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.2K+ 6.44% |
$121K - $121K
|
19.9K
$2M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.2K+ 50.15% |
$120K - $121K
|
3.59K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 11.34% |
$119K - $119K
|
11.6K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17KNew |
$118K - $118K
|
1.17K
$118K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.12K+ 6.34% |
$112K - $113K
|
18.8K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.03K+ 31.25% |
$104K - $104K
|
4.34K
$436K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
986+ 1.64% |
$99K - $99.3K
|
61.3K
$6.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
975+ 11.27% |
$97.9K - $98.2K
|
9.63K
$967K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
928+ 83.98% |
$93.1K - $93.5K
|
2.03K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
810+ 3.94% |
$81.3K - $81.6K
|
21.4K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
809+ 0.91% |
$81.2K - $81.5K
|
89.7K
$9.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
802+ 11.5% |
$80.5K - $80.8K
|
7.78K
$781K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
778+ 10.11% |
$78.1K - $78.4K
|
8.48K
$851K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
742+ 31.31% |
$74.5K - $74.7K
|
3.11K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
740+ 5.83% |
$74.3K - $74.5K
|
13.4K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
720+ 34.42% |
$72.3K - $72.5K
|
2.81K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
719+ 1.86% |
$72.2K - $72.4K
|
39.4K
$3.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
704+ 33.1% |
$70.7K - $70.9K
|
2.83K
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
693+ 17.29% |
$69.6K - $69.8K
|
4.7K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
655+ 31.12% |
$65.7K - $66K
|
2.76K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
628New |
$63K - $63.3K
|
628
$63.1K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
614+ 9.52% |
$61.6K - $61.9K
|
7.06K
$709K
|