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 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
27.4K+ 151.33% |
$2.75M - $2.76M
|
45.6K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.3KNew |
$2.74M - $2.75M
|
27.3K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.6K+ 95.69% |
$2.67M - $2.68M
|
54.4K
$5.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25.6K+ 215.17% |
$2.57M - $2.58M
|
37.5K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25K+ 5.73% |
$2.5M - $2.51M
|
461K
$46.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
24.9KNew |
$2.5M - $2.51M
|
24.9K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.8K+ 46.74% |
$2.49M - $2.49M
|
77.8K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
24.2K+ 117.95% |
$2.42M - $2.43M
|
44.7K
$4.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 43.38% |
$2.36M - $2.37M
|
77.6K
$7.82M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23.2K+ 4.09% |
$2.33M - $2.33M
|
590K
$59.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22.5K+ 12.71% |
$2.25M - $2.26M
|
199K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2K+ 617.29% |
$2.13M - $2.14M
|
24.6K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21K+ 13.65% |
$2.11M - $2.11M
|
175K
$17.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$2.08M - $2.08M
|
20.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
20.4KNew |
$2.05M - $2.06M
|
20.4K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.4K+ 200.77% |
$1.94M - $1.95M
|
29K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.2K+ 20.33% |
$1.93M - $1.94M
|
114K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.9K+ 23.35% |
$1.9M - $1.9M
|
99.9K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.5K+ 24.21% |
$1.86M - $1.87M
|
95.1K
$9.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$1.82M - $1.83M
|
18.1K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.8K+ 19.05% |
$1.79M - $1.8M
|
111K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
17.4KNew |
$1.75M - $1.75M
|
17.4K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.5K+ 17.99% |
$1.65M - $1.66M
|
108K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 15.01% |
$1.62M - $1.63M
|
124K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 121.46% |
$1.62M - $1.63M
|
29.5K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.1K+ 11.63% |
$1.61M - $1.62M
|
154K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.9KNew |
$1.5M - $1.5M
|
14.9K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14.3K+ 10.34% |
$1.43M - $1.44M
|
152K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 176.85% |
$1.34M - $1.35M
|
20.9K
$2.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
13.3K+ 54.75% |
$1.33M - $1.34M
|
37.6K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13K+ 13.62% |
$1.3M - $1.3M
|
108K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 92.55% |
$1.28M - $1.28M
|
26.5K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
12.1KNew |
$1.21M - $1.22M
|
12.1K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
12KNew |
$1.2M - $1.21M
|
12K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
11.7K+ 21.89% |
$1.17M - $1.18M
|
65.2K
$6.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
11.2K+ 22.25% |
$1.12M - $1.13M
|
61.6K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.2K+ 12.71% |
$1.12M - $1.13M
|
99.3K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
11.2K+ 66.04% |
$1.12M - $1.12M
|
28.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2K+ 31.1% |
$1.12M - $1.12M
|
47K
$4.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11KNew |
$1.11M - $1.11M
|
11K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10.9KNew |
$1.09M - $1.1M
|
10.9K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
10.9K+ 125.15% |
$1.09M - $1.1M
|
19.6K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10.6KNew |
$1.07M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.6KNew |
$1.06M - $1.07M
|
10.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$1.06M - $1.06M
|
10.5K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 5.07% |
$1.05M - $1.06M
|
218K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
10.4KNew |
$1.04M - $1.05M
|
10.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
10.3K+ 21.28% |
$1.03M - $1.03M
|
58.5K
$5.89M
|