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 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 41050.0% |
$165K - $165K
|
1.65K
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.61K+ 304.55% |
$161K - $162K
|
2.13K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
1.6K+ 15.7% |
$161K - $161K
|
11.8K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.6KNew |
$161K - $161K
|
1.6K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.56KNew |
$156K - $157K
|
1.56K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.55K+ 0.72% |
$156K - $156K
|
217K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.53K+ 135.04% |
$154K - $154K
|
2.67K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 508.05% |
$152K - $152K
|
1.81K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.37K+ 19.73% |
$138K - $138K
|
8.33K
$837K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.34K+ 14.71% |
$135K - $135K
|
10.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.34K+ 8.24% |
$134K - $135K
|
17.6K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 6.63% |
$132K - $133K
|
21.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.29K+ 23.29% |
$130K - $130K
|
6.85K
$689K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.26K+ 2.35% |
$126K - $127K
|
54.8K
$5.51M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.22K+ 9.9% |
$122K - $123K
|
13.5K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.21K+ 2.49% |
$121K - $122K
|
49.7K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 6.62% |
$116K - $117K
|
18.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.1K+ 48.34% |
$110K - $110K
|
3.36K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 11.91% |
$106K - $107K
|
9.96K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.01K+ 25.96% |
$101K - $102K
|
4.9K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01KNew |
$101K - $101K
|
1.01K
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.01K+ 67.95% |
$101K - $101K
|
2.48K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1K+ 50.0% |
$100K - $101K
|
3K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
999+ 16.96% |
$100K - $101K
|
6.89K
$692K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
993+ 70.93% |
$99.6K - $100K
|
2.39K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
983+ 9.96% |
$98.6K - $99K
|
10.9K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
905+ 3.47% |
$90.8K - $91.1K
|
27K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
843+ 2.14% |
$84.6K - $84.9K
|
40.3K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
842+ 17.0% |
$84.5K - $84.8K
|
5.8K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
829+ 29.27% |
$83.2K - $83.5K
|
3.66K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
788+ 4.92% |
$79.1K - $79.3K
|
16.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
776+ 27.94% |
$77.9K - $78.1K
|
3.55K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
754+ 57.21% |
$75.7K - $75.9K
|
2.07K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
748+ 14.51% |
$75.1K - $75.3K
|
5.9K
$593K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
647+ 17.3% |
$64.9K - $65.1K
|
4.39K
$441K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
609+ 13.66% |
$61.1K - $61.3K
|
5.07K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
518New |
$52K - $52.2K
|
518
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
505+ 2.91% |
$50.7K - $50.8K
|
17.8K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
500+ 14.71% |
$50.2K - $50.3K
|
3.9K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
475+ 62.25% |
$47.7K - $47.8K
|
1.24K
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
453+ 19.37% |
$45.5K - $45.6K
|
2.79K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
445+ 98.23% |
$44.7K - $44.8K
|
898
$90.3K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
435+ 2.03% |
$43.6K - $43.8K
|
21.9K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
424+ 0.24% |
$42.5K - $42.7K
|
179K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
415+ 0.75% |
$41.6K - $41.8K
|
56K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
412New |
$41.3K - $41.5K
|
412
$41.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
332+ 9.24% |
$33.3K - $33.4K
|
3.93K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
324New |
$32.5K - $32.6K
|
324
$32.6K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
323+ 10.64% |
$32.4K - $32.5K
|
3.36K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
302+ 3.44% |
$30.3K - $30.4K
|
9.07K
$912K
|