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
|
Element Wealth, LLC
|
SELL
|
- |
-886- 13.05% |
$88.9K - $89.3K
|
5.91K
$593K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-890- 0.1% |
$89.3K - $89.7K
|
869K
$87.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-901- 5.58% |
$90.4K - $90.8K
|
15.3K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-966- 20.54% |
$97K - $97.3K
|
3.74K
$375K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-970- 4.24% |
$97.4K - $97.7K
|
21.9K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-972- 8.59% |
$97.6K - $97.9K
|
10.3K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 5.39% |
$99.9K - $100K
|
17.5K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.1K- 2.52% |
$111K - $111K
|
42.8K
$4.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.17K- 0.66% |
$118K - $118K
|
176K
$17.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.25K- 21.36% |
$125K - $125K
|
4.58K
$460K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.29K- 73.9% |
$130K - $130K
|
457
$45.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.33K- 2.71% |
$133K - $134K
|
47.7K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-1.39K- 57.95% |
$139K - $140K
|
1.01K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.4K- 3.02% |
$140K - $141K
|
44.8K
$4.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.43K- 16.83% |
$144K - $144K
|
7.08K
$711K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.46K- 42.15% |
$147K - $147K
|
2.01K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.5K- 82.35% |
$150K - $151K
|
321
$32.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.54K- 17.61% |
$155K - $156K
|
7.23K
$726K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.64K- 20.17% |
$164K - $165K
|
6.47K
$650K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.71K- 26.33% |
$171K - $172K
|
4.78K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.71K- 16.91% |
$172K - $173K
|
8.42K
$846K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.81K- 45.52% |
$181K - $182K
|
2.16K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.62% |
$183K - $184K
|
37.6K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.88K- 4.49% |
$188K - $189K
|
39.9K
$4M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-1.9K- 13.09% |
$191K - $192K
|
12.6K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.93K- 0.9% |
$194K - $195K
|
212K
$21.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.96K- 15.7% |
$197K - $198K
|
10.5K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 1.81% |
$211K - $212K
|
114K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-2.12K- 7.46% |
$213K - $214K
|
26.3K
$2.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.28K- 12.06% |
$229K - $230K
|
16.6K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.28K- 48.15% |
$229K - $230K
|
2.46K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.39K- 8.18% |
$240K - $241K
|
26.8K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.43K- 34.45% |
$244K - $245K
|
4.62K
$464K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-2.5K- 2.51% |
$251K - $252K
|
96.9K
$9.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.53K- 21.64% |
$254K - $254K
|
9.15K
$918K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2.61K- 12.01% |
$262K - $263K
|
19.1K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.67K- 10.87% |
$268K - $269K
|
21.9K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.75K- 46.74% |
$276K - $277K
|
3.14K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.87K- 56.17% |
$288K - $289K
|
2.24K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-2.88K- 11.95% |
$289K - $290K
|
21.2K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.96K- 43.23% |
$297K - $298K
|
3.89K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-3.05K- 15.65% |
$306K - $307K
|
16.4K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.22K- 7.29% |
$323K - $324K
|
40.9K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.32K- 4.0% |
$333K - $334K
|
79.7K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.44K- 3.69% |
$346K - $347K
|
90K
$9.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-3.58K- 4.13% |
$359K - $361K
|
83K
$8.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.61K- 19.15% |
$362K - $363K
|
15.2K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.73K- 33.49% |
$374K - $375K
|
7.4K
$743K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-3.8K- 65.09% |
$382K - $383K
|
2.04K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.85K- 8.47% |
$386K - $387K
|
41.6K
$4.17M
|