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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.96K- 16.52% |
$398K - $399K
|
20K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.16K- 2.42% |
$417K - $419K
|
168K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.17K- 14.48% |
$419K - $420K
|
24.7K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.35K- 1.1% |
$437K - $438K
|
391K
$39.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.5K- 19.86% |
$451K - $453K
|
18.1K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.58K- 2.34% |
$560K - $562K
|
232K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.81K- 5.6% |
$583K - $585K
|
98K
$9.84M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.84K- 62.68% |
$586K - $588K
|
3.48K
$349K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.05K- 41.58% |
$607K - $609K
|
8.5K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.08K- 45.16% |
$610K - $612K
|
7.38K
$741K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-6.24K- 20.19% |
$627K - $629K
|
24.7K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6.63K- 40.44% |
$666K - $668K
|
9.77K
$981K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-6.74K- 4.85% |
$676K - $679K
|
132K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-7.02K- 18.43% |
$704K - $707K
|
31K
$3.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-7.95K- 31.25% |
$798K - $801K
|
17.5K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-8.47K- 35.25% |
$850K - $853K
|
15.6K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.91K- 38.12% |
$895K - $898K
|
14.5K
$1.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9.52K- 37.47% |
$955K - $959K
|
15.9K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-9.69K- 11.54% |
$972K - $976K
|
74.2K
$7.45M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.82K- 31.59% |
$986K - $989K
|
21.3K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.95K- 14.3% |
$999K - $1M
|
59.6K
$5.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.5K- 29.91% |
$1.15M - $1.15M
|
26.9K
$2.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-12.5K- 7.19% |
$1.25M - $1.26M
|
161K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-13.4K- 14.58% |
$1.34M - $1.35M
|
78.4K
$7.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 50.06% |
$1.36M - $1.36M
|
13.5K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-14K- 9.46% |
$1.4M - $1.41M
|
134K
$13.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-14.5K- 29.73% |
$1.45M - $1.46M
|
34.3K
$3.44M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-16K- 7.13% |
$1.61M - $1.61M
|
209K
$21M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-16.6K- 30.07% |
$1.66M - $1.67M
|
38.5K
$3.87M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17.2K- 40.43% |
$1.73M - $1.74M
|
25.4K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.2K- 15.45% |
$1.83M - $1.84M
|
99.8K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-19.1K- 37.58% |
$1.92M - $1.93M
|
31.8K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-19.4K- 15.32% |
$1.95M - $1.96M
|
107K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.5K- 66.39% |
$1.95M - $1.96M
|
9.85K
$989K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-19.8K- 57.2% |
$1.99M - $2M
|
14.8K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.6K- 16.17% |
$2.27M - $2.28M
|
117K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 9.55% |
$2.37M - $2.38M
|
223K
$22.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-23.8K- 3.4% |
$2.39M - $2.4M
|
678K
$68.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-24.8K- 76.55% |
$2.49M - $2.5M
|
7.61K
$764K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27.1K- 49.94% |
$2.72M - $2.73M
|
27.2K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-27.5K- 9.88% |
$2.76M - $2.77M
|
250K
$25.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-28.4K- 28.39% |
$2.85M - $2.86M
|
71.7K
$7.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-31.3K- 14.21% |
$3.14M - $3.15M
|
189K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-31.4K- 85.26% |
$3.15M - $3.17M
|
5.43K
$546K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-32.2K- 28.13% |
$3.23M - $3.24M
|
82.3K
$8.27M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-34.1K- 90.39% |
$3.43M - $3.44M
|
3.63K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
SELL
|
- |
-34.1K- 6.2% |
$3.43M - $3.44M
|
517K
$51.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-35.7K- 68.07% |
$3.58M - $3.6M
|
16.8K
$1.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-40.6K- 81.79% |
$4.08M - $4.09M
|
9.05K
$908K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.2K- 35.49% |
$4.44M - $4.46M
|
80.4K
$8.07M
|