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
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
610+ 24.72% |
$61.2K - $61.5K
|
3.08K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
598New |
$60K - $60.2K
|
598
$60.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
562+ 7.47% |
$56.4K - $56.6K
|
8.09K
$812K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
559+ 19.33% |
$56.1K - $56.3K
|
3.45K
$347K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
542+ 0.19% |
$54.4K - $54.6K
|
283K
$28.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
536+ 26.51% |
$53.8K - $54K
|
2.56K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
530+ 0.81% |
$53.2K - $53.4K
|
66.3K
$6.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
516+ 10.09% |
$51.8K - $52K
|
5.63K
$565K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
490+ 1.4% |
$49.2K - $49.4K
|
35.5K
$3.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
479+ 114.05% |
$48.1K - $48.3K
|
899
$90.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
470+ 13.74% |
$47.2K - $47.3K
|
3.89K
$391K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
467+ 4.27% |
$46.9K - $47K
|
11.4K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
450+ 19.41% |
$45.2K - $45.3K
|
2.77K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
368+ 1.24% |
$36.9K - $37.1K
|
30K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
360+ 1241.38% |
$36.1K - $36.3K
|
389
$39.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
351+ 5.12% |
$35.2K - $35.4K
|
7.2K
$723K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
324+ 1.81% |
$32.5K - $32.6K
|
18.2K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
321+ 7.2% |
$32.2K - $32.3K
|
4.78K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$30.1K - $30.2K
|
300
$30.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
274+ 5.46% |
$27.5K - $27.6K
|
5.29K
$531K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
266+ 29.89% |
$26.7K - $26.8K
|
1.16K
$116K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
266+ 2.77% |
$26.7K - $26.8K
|
9.85K
$990K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
220New |
$22.1K - $22.2K
|
220
$22.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
213New |
$21.4K - $21.5K
|
213
$21.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
212+ 1.73% |
$21.3K - $21.4K
|
12.4K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
199+ 2.71% |
$20K - $20K
|
7.54K
$757K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
160+ 0.1% |
$16.1K - $16.1K
|
168K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
129+ 860.0% |
$12.9K - $13K
|
144
$14.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
125+ 0.19% |
$12.5K - $12.6K
|
65K
$6.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
118+ 118.0% |
$11.8K - $11.9K
|
218
$21.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
110+ 15.76% |
$11K - $11.1K
|
808
$81.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
99New |
$9.94K - $9.97K
|
99
$9.94K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
98+ 0.88% |
$9.84K - $9.87K
|
11.2K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
90New |
$9.03K - $9.07K
|
90
$9.04K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
85+ 1.06% |
$8.53K - $8.56K
|
8.07K
$811K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82New |
$8.23K - $8.26K
|
82
$8.23K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
80New |
$8.03K - $8.06K
|
80
$8.03K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62New |
$6.22K - $6.25K
|
62
$6.23K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
39+ 0.62% |
$3.91K - $3.93K
|
6.31K
$634K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 1.06% |
$3.21K - $3.22K
|
3.05K
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
29+ 0.73% |
$2.91K - $2.92K
|
4.01K
$402K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
27+ 1.08% |
$2.71K - $2.72K
|
2.52K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
27+ 0.1% |
$2.71K - $2.72K
|
26.6K
$2.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.06% |
$2.41K - $2.42K
|
2.28K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.06% |
$2.21K - $2.22K
|
2.09K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18New |
$1.81K - $1.81K
|
18
$1.81K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$1.81K - $1.81K
|
18
$1.81K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 0.19% |
$1.71K - $1.71K
|
8.93K
$896K
|