Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
521K+ 36.67% |
$52.3M - $52.5M
|
1.94M
$196M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
59.2K+ 108.9% |
$5.94M - $5.96M
|
114K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.6K+ 1072860.0% |
$5.38M - $5.4M
|
53.6K
$5.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
13.3K+ 54.75% |
$1.33M - $1.34M
|
37.6K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
12KNew |
$1.2M - $1.21M
|
12K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.63K+ 57.01% |
$765K - $768K
|
21K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$437K - $439K
|
4.36K
$439K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.88K+ 31.02% |
$390K - $391K
|
16.4K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3K+ 78.77% |
$301K - $302K
|
6.8K
$684K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 2.52% |
$252K - $253K
|
102K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
993+ 70.93% |
$99.6K - $100K
|
2.39K
$241K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
9.38K
$944K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$201 - $201
|
2.16K
$218K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$150K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-628- 0.15% |
$63K - $63.2K
|
407K
$41M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.15K- 11.86% |
$115K - $116K
|
8.55K
$861K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.43K- 5.16% |
$244K - $244K
|
44.7K
$4.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.47K- 3.82% |
$349K - $350K
|
87.6K
$8.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-4.04K- 3.52% |
$406K - $407K
|
111K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.93K- 23.78% |
$595K - $597K
|
19K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.46K- 2.59% |
$648K - $651K
|
243K
$24.5M
|