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 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
252+ 5.34% |
$25.3K - $25.4K
|
4.97K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
247New |
$24.8K - $24.9K
|
247
$24.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
241+ 4.16% |
$24.2K - $24.3K
|
6.03K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
222+ 0.17% |
$22.3K - $22.4K
|
132K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
200+ 3.3% |
$20.1K - $20.1K
|
6.25K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200+ 7.95% |
$20.1K - $20.1K
|
2.72K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
194New |
$19.5K - $19.5K
|
194
$19.5K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
190+ 3.48% |
$19.1K - $19.1K
|
5.65K
$568K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
188+ 1.13% |
$18.9K - $18.9K
|
16.8K
$1.69M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
162New |
$16.3K - $16.3K
|
162
$16.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 0.73% |
$15.8K - $15.8K
|
21.6K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
121New |
$12.1K - $12.2K
|
121
$12.2K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
116New |
$11.6K - $11.7K
|
116
$11.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
113+ 0.67% |
$11.3K - $11.4K
|
16.9K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
111+ 10.09% |
$11.1K - $11.2K
|
1.21K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 2.69% |
$10.5K - $10.6K
|
4K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
95+ 1.61% |
$9.53K - $9.56K
|
5.98K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
93New |
$9.33K - $9.36K
|
93
$9.35K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
85+ 2.66% |
$8.53K - $8.56K
|
3.28K
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
84+ 0.67% |
$8.43K - $8.46K
|
12.6K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
77+ 0.32% |
$7.73K - $7.75K
|
24.1K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
75+ 0.95% |
$7.53K - $7.55K
|
7.98K
$802K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
54+ 0.22% |
$5.42K - $5.44K
|
24.9K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
53+ 0.67% |
$5.32K - $5.34K
|
7.91K
$795K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 46.36% |
$5.12K - $5.13K
|
161
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50New |
$5.02K - $5.03K
|
50
$5.03K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 1.27% |
$4.82K - $4.83K
|
3.82K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48New |
$4.82K - $4.83K
|
48
$4.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 1.03% |
$4.01K - $4.03K
|
3.94K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
35+ 0.32% |
$3.51K - $3.52K
|
11.1K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
33+ 0.69% |
$3.31K - $3.32K
|
4.81K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 0.62% |
$2.81K - $2.82K
|
4.52K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.51K - $2.52K
|
25
$2.51K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23New |
$2.31K - $2.32K
|
23
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
22+ 0.68% |
$2.21K - $2.21K
|
3.26K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16New |
$1.61K - $1.61K
|
16
$1.61K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 2.87% |
$1.51K - $1.51K
|
537
$54K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.68% |
$1.4K - $1.41K
|
2.06K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
13+ 0.1% |
$1.3K - $1.31K
|
12.7K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
10+ 0.27% |
$1K - $1.01K
|
3.69K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.33% |
$1K - $1.01K
|
3.03K
$305K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$1K - $1.01K
|
10
$1.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.01% |
$803 - $805
|
799
$80.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.46% |
$502 - $503
|
1.09K
$110K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
5+ 0.68% |
$502 - $503
|
737
$74.1K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.75% |
$502 - $503
|
676
$68K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.17% |
$401 - $403
|
2.36K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3+ 0.81% |
$301 - $302
|
373
$37.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2+ 3.64% |
$201 - $201
|
57
$5.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$100 - $101
|
1.84K
$185K
|