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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.1K- 10.12% |
$211K - $212K
|
18.7K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-2.2K- 4.42% |
$221K - $222K
|
47.6K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 6.33% |
$230K - $231K
|
34K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.35K- 39.23% |
$236K - $236K
|
3.64K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.43K- 5.16% |
$244K - $244K
|
44.7K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.64K- 14.85% |
$265K - $266K
|
15.1K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.8K- 5.73% |
$281K - $282K
|
46K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.8K- 24.68% |
$281K - $282K
|
8.55K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 33.19% |
$285K - $286K
|
5.71K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 38.41% |
$286K - $287K
|
4.57K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.91K- 13.57% |
$292K - $293K
|
18.6K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.33% |
$297K - $298K
|
901K
$90.6M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.97K- 1.73% |
$298K - $299K
|
169K
$17M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 0.19% |
$315K - $317K
|
1.69M
$170M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.18K- 23.09% |
$319K - $320K
|
10.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.33K- 77.61% |
$335K - $336K
|
962
$96.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.47K- 3.82% |
$349K - $350K
|
87.6K
$8.8M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-3.56K- 44.15% |
$357K - $358K
|
4.5K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.61K- 22.7% |
$362K - $364K
|
12.3K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-3.65K- 6.47% |
$366K - $367K
|
52.8K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.66K- 62.91% |
$367K - $369K
|
2.16K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.82K- 22.64% |
$383K - $384K
|
13K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.91K- 8.34% |
$392K - $393K
|
42.9K
$4.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-4.04K- 3.52% |
$406K - $407K
|
111K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.25K- 37.15% |
$426K - $428K
|
7.19K
$723K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-4.29K- 4.12% |
$431K - $432K
|
99.8K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.41K- 55.14% |
$443K - $444K
|
3.59K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 45.03% |
$452K - $453K
|
5.5K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.56K- 9.0% |
$458K - $460K
|
46.2K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.68K- 13.02% |
$470K - $471K
|
31.3K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.71K- 23.73% |
$473K - $475K
|
15.2K
$1.52M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.82K- 5.84% |
$484K - $485K
|
77.7K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.87K- 9.44% |
$489K - $490K
|
46.7K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.89K- 52.73% |
$491K - $493K
|
4.39K
$441K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-4.97K- 6.03% |
$499K - $501K
|
77.4K
$7.78M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-4.99K- 3.25% |
$500K - $502K
|
149K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.17K- 11.36% |
$518K - $520K
|
40.3K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.53K- 54.94% |
$554K - $556K
|
4.53K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 14.87% |
$557K - $559K
|
31.8K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.76K- 4.02% |
$578K - $580K
|
137K
$13.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.93K- 23.78% |
$595K - $597K
|
19K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.29K- 8.09% |
$631K - $633K
|
71.5K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.43K- 18.8% |
$645K - $648K
|
27.8K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.46K- 2.59% |
$648K - $651K
|
243K
$24.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.69K- 7.3% |
$671K - $673K
|
84.9K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.89K- 2.38% |
$692K - $694K
|
283K
$28.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.9K- 37.63% |
$693K - $695K
|
11.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-7.02K- 5.64% |
$704K - $706K
|
117K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.06K- 48.27% |
$708K - $711K
|
7.56K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.19K- 10.77% |
$721K - $723K
|
59.5K
$5.98M
|