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 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11+ 0.19% |
$1.1K - $1.11K
|
5.74K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.02% |
$703 - $705
|
690
$69.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$502 - $504
|
5
$502
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4+ 1.06% |
$401 - $403
|
380
$38.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.02% |
$201 - $201
|
11.9K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.05% |
$100 - $101
|
2.08K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$100 - $101
|
2K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2- 12.5% |
$201 - $201
|
14
$1.41K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-3- 0.09% |
$301 - $302
|
3.29K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.7% |
$401 - $403
|
566
$56.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-6- 0.16% |
$602 - $604
|
3.74K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6- 0.14% |
$602 - $604
|
4.21K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-26- 68.42% |
$2.61K - $2.62K
|
12
$1.21K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-37- 1.37% |
$3.71K - $3.73K
|
2.65K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-39- 1.12% |
$3.91K - $3.93K
|
3.45K
$347K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-44- 0.36% |
$4.42K - $4.43K
|
12.1K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-45- 0.07% |
$4.52K - $4.53K
|
62.2K
$6.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.92% |
$4.92K - $4.94K
|
5.3K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-50- 5.0% |
$5.02K - $5.04K
|
950
$95.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-85- 1.73% |
$8.53K - $8.56K
|
4.82K
$484K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-96- 24.87% |
$9.64K - $9.67K
|
290
$29.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 3.03% |
$10K - $10.1K
|
3.2K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-102- 2.8% |
$10.2K - $10.3K
|
3.54K
$355K
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.21% |
$11.3K - $11.4K
|
9.24K
$928K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-168- 1.12% |
$16.9K - $16.9K
|
14.9K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-170- 1.59% |
$17.1K - $17.1K
|
10.6K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-170- 11.13% |
$17.1K - $17.1K
|
1.36K
$136K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-182- 3.33% |
$18.3K - $18.3K
|
5.29K
$531K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-200- 3.35% |
$20.1K - $20.1K
|
5.77K
$579K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-210- 0.91% |
$21.1K - $21.2K
|
22.9K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-237- 9.67% |
$23.8K - $23.9K
|
2.21K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-264- 1.06% |
$26.5K - $26.6K
|
24.7K
$2.48M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-314- 7.89% |
$31.5K - $31.6K
|
3.67K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-352- 0.29% |
$35.3K - $35.5K
|
121K
$12.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-361- 1.55% |
$36.2K - $36.4K
|
23K
$2.31M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-390- 6.68% |
$39.1K - $39.3K
|
5.45K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-403- 1.38% |
$40.4K - $40.6K
|
28.7K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-444- 11.12% |
$44.6K - $44.7K
|
3.55K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-496- 8.45% |
$49.8K - $50K
|
5.37K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-498- 0.27% |
$50K - $50.2K
|
181K
$18.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-554- 1.17% |
$55.6K - $55.8K
|
46.9K
$4.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-560- 2.31% |
$56.2K - $56.4K
|
23.7K
$2.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-568- 7.56% |
$57K - $57.2K
|
6.94K
$697K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-598- 2.94% |
$60K - $60.2K
|
19.8K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-606- 15.46% |
$60.8K - $61K
|
3.31K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-649- 1.47% |
$65.1K - $65.4K
|
43.4K
$4.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-670- 0.75% |
$67.2K - $67.5K
|
89K
$8.94M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-738- 3.89% |
$74.1K - $74.3K
|
18.2K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-850- 5.83% |
$85.3K - $85.6K
|
13.7K
$1.38M
|