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 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.2M+ 177.43% |
$121M - $121M
|
1.88M
$190M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09M+ 567.92% |
$110M - $110M
|
1.28M
$129M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.06M+ 106.13% |
$106M - $107M
|
2.06M
$207M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
838K+ 11321.67% |
$84.1M - $84.4M
|
846K
$85.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
838K+ 414.41% |
$84.1M - $84.4M
|
1.04M
$105M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
807KNew |
$80.9M - $81.2M
|
807K
$81.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
521K+ 36.67% |
$52.3M - $52.5M
|
1.94M
$196M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371K+ 210.77% |
$37.2M - $37.3M
|
546K
$55M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
345K+ 74.69% |
$34.7M - $34.8M
|
808K
$81.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
259KNew |
$26M - $26.1M
|
259K
$26.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
211KNew |
$21.2M - $21.2M
|
211K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
203K+ 42.27% |
$20.3M - $20.4M
|
682K
$68.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
171K+ 81.98% |
$17.1M - $17.2M
|
379K
$38.2M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
150K+ 35.94% |
$15.1M - $15.1M
|
569K
$57.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
134K+ 29.49% |
$13.5M - $13.5M
|
589K
$59.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
117K+ 75.75% |
$11.8M - $11.8M
|
272K
$27.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 10.29% |
$11.5M - $11.5M
|
1.23M
$124M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
109K+ 192.49% |
$10.9M - $10.9M
|
165K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 269.89% |
$10.5M - $10.6M
|
144K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100K+ 28.2% |
$10.1M - $10.1M
|
457K
$46M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
98.4K+ 271.21% |
$9.87M - $9.91M
|
135K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.7KNew |
$8.5M - $8.53M
|
84.7K
$8.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
83.3KNew |
$8.36M - $8.39M
|
83.3K
$8.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
73.6K+ 153.45% |
$7.38M - $7.41M
|
122K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
69.8K+ 173.97% |
$7.01M - $7.03M
|
110K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.5K+ 5.62% |
$6.27M - $6.29M
|
1.18M
$118M
|
|
|
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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 27.29% |
$5.15M - $5.17M
|
240K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50.4K+ 98.94% |
$5.05M - $5.07M
|
101K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
49.3KNew |
$4.95M - $4.96M
|
49.3K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
49K+ 26.91% |
$4.92M - $4.94M
|
231K
$23.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 15.78% |
$4.88M - $4.9M
|
357K
$36M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
45.5K+ 104.5% |
$4.57M - $4.59M
|
89.1K
$8.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
43.9KNew |
$4.4M - $4.42M
|
43.9K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43.4K+ 4924.83% |
$4.36M - $4.37M
|
44.3K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.1K+ 285.51% |
$4.32M - $4.33M
|
58.1K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
42K+ 1431.54% |
$4.21M - $4.23M
|
44.9K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
42K+ 106.69% |
$4.21M - $4.23M
|
81.3K
$8.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
41.5K+ 237.46% |
$4.17M - $4.18M
|
59K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
40.7KNew |
$4.08M - $4.09M
|
40.7K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
37.9KNew |
$3.8M - $3.81M
|
37.9K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
34.3KNew |
$3.44M - $3.45M
|
34.3K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.6K+ 31.11% |
$3.28M - $3.29M
|
138K
$13.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
31.2K+ 11.53% |
$3.13M - $3.14M
|
302K
$30.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30.2K+ 303.19% |
$3.03M - $3.04M
|
40.1K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29.4K+ 138.61% |
$2.95M - $2.96M
|
50.6K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
28.4K+ 10.96% |
$2.85M - $2.86M
|
287K
$28.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
27.7K+ 38.98% |
$2.78M - $2.79M
|
98.8K
$9.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27.7K+ 23.18% |
$2.78M - $2.79M
|
147K
$14.8M
|