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 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.36K- 7.5% |
$739K - $741K
|
90.8K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.42K- 29.68% |
$745K - $747K
|
17.6K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-7.47K- 32.2% |
$750K - $752K
|
15.7K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7.49K- 76.26% |
$752K - $754K
|
2.33K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-7.82K- 11.44% |
$785K - $788K
|
60.6K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.28K- 23.69% |
$831K - $834K
|
26.7K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.4K- 7.63% |
$843K - $846K
|
102K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8.4K- 16.94% |
$843K - $846K
|
41.2K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.74K- 11.11% |
$877K - $880K
|
69.9K
$7.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-9K- 13.29% |
$903K - $906K
|
58.7K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9.16K- 6.0% |
$919K - $922K
|
143K
$14.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-9.23K- 22.43% |
$926K - $929K
|
31.9K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.89K- 66.93% |
$992K - $995K
|
4.88K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-10.2KClosed |
$1.03M - $1.03M
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-10.9K- 6.35% |
$1.1M - $1.1M
|
161K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.6K- 10.32% |
$1.16M - $1.16M
|
100K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 18.06% |
$1.17M - $1.17M
|
52.7K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 13.36% |
$1.17M - $1.18M
|
75.8K
$7.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-12.3K- 22.1% |
$1.24M - $1.24M
|
43.5K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.5K- 31.23% |
$1.26M - $1.26M
|
27.6K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.6K- 14.57% |
$1.26M - $1.27M
|
73.8K
$7.42M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13K- 13.99% |
$1.31M - $1.31M
|
80K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-13.5K- 41.73% |
$1.35M - $1.36M
|
18.8K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.6K- 12.78% |
$1.36M - $1.37M
|
92.6K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-13.7K- 65.28% |
$1.37M - $1.38M
|
7.29K
$733K
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-13.9K- 8.89% |
$1.4M - $1.4M
|
143K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-14.2K- 25.32% |
$1.42M - $1.43M
|
41.8K
$4.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-15.1K- 17.18% |
$1.51M - $1.52M
|
72.7K
$7.31M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15.6K- 38.54% |
$1.56M - $1.57M
|
24.8K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-15.8K- 10.4% |
$1.59M - $1.59M
|
136K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1K- 8.25% |
$1.62M - $1.62M
|
179K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-16.5K- 12.39% |
$1.65M - $1.66M
|
116K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.8KClosed |
$1.69M - $1.69M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-18.1K- 36.31% |
$1.82M - $1.82M
|
31.7K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-18.1K- 47.6% |
$1.82M - $1.83M
|
20K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.2K- 29.39% |
$1.82M - $1.83M
|
43.6K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.4K- 31.58% |
$1.84M - $1.85M
|
39.8K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-18.7K- 13.09% |
$1.88M - $1.88M
|
124K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.5K- 23.96% |
$2.06M - $2.06M
|
65.1K
$6.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 35.36% |
$2.09M - $2.09M
|
38K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-21.5K- 10.34% |
$2.16M - $2.17M
|
187K
$18.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21.7K- 73.68% |
$2.17M - $2.18M
|
7.74K
$779K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22.1K- 8.81% |
$2.22M - $2.23M
|
229K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-22.4K- 28.01% |
$2.25M - $2.26M
|
57.7K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8K- 33.98% |
$2.29M - $2.29M
|
44.3K
$4.45M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-23K- 32.74% |
$2.31M - $2.32M
|
47.3K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 94.97% |
$2.35M - $2.35M
|
1.24K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-23.7K- 26.22% |
$2.38M - $2.39M
|
66.7K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-24.2K- 2.79% |
$2.42M - $2.43M
|
842K
$84.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-25.3K- 60.5% |
$2.54M - $2.55M
|
16.5K
$1.66M
|