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
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 6.08% |
$1.01M - $1.01M
|
175K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
9.83K+ 214.51% |
$987K - $990K
|
14.4K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
9.8K+ 261.87% |
$983K - $987K
|
13.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
$966K - $970K
|
9.63K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.57K+ 220.1% |
$960K - $964K
|
13.9K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.46K+ 28.7% |
$949K - $953K
|
42.4K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
9.3K+ 18.06% |
$933K - $936K
|
60.8K
$6.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.13K+ 6.43% |
$916K - $919K
|
151K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.04K+ 103.82% |
$907K - $911K
|
17.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.92K+ 373.31% |
$895K - $898K
|
11.3K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.9K+ 6.25% |
$893K - $896K
|
151K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.53K+ 4.35% |
$856K - $858K
|
205K
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.5KNew |
$853K - $856K
|
8.5K
$856K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.38KNew |
$841K - $844K
|
8.38K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8.37KNew |
$840K - $843K
|
8.37K
$843K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
8.16K+ 12.29% |
$819K - $822K
|
74.6K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.09K+ 29.03% |
$812K - $815K
|
36K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.08K+ 44.57% |
$811K - $813K
|
26.2K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.04KNew |
$807K - $810K
|
8.04K
$810K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.86KNew |
$789K - $791K
|
7.86K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.63K+ 57.01% |
$765K - $768K
|
21K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.56K+ 372.46% |
$759K - $761K
|
9.59K
$966K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
7.41K+ 67.94% |
$744K - $746K
|
18.3K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.33K+ 51.53% |
$735K - $738K
|
21.6K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.32KNew |
$734K - $737K
|
7.32K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.21K+ 9.4% |
$724K - $726K
|
83.9K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.1K+ 12.41% |
$712K - $715K
|
64.3K
$6.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
6.98KNew |
$700K - $703K
|
6.98K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.95K+ 3.03% |
$698K - $700K
|
236K
$23.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.86KNew |
$689K - $691K
|
6.86K
$691K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.71KNew |
$673K - $676K
|
6.71K
$676K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.68K+ 60.18% |
$671K - $673K
|
17.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$663K - $665K
|
6.61K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.6KNew |
$662K - $665K
|
6.6K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.59K+ 143.5% |
$661K - $663K
|
11.2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$653K - $655K
|
6.51K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.33KNew |
$635K - $637K
|
6.33K
$637K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6K+ 42.64% |
$602K - $604K
|
20.1K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 7.4% |
$580K - $582K
|
83.9K
$8.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.66KNew |
$568K - $570K
|
5.66K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.5K+ 171.88% |
$552K - $554K
|
8.7K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.36K+ 185.75% |
$538K - $539K
|
8.24K
$830K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
5.26K+ 2.91% |
$528K - $530K
|
186K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.07K+ 53.93% |
$509K - $511K
|
14.5K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.05KNew |
$507K - $509K
|
5.05K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.99K+ 6.56% |
$500K - $502K
|
81.1K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.83KNew |
$485K - $486K
|
4.83K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.73K+ 4.75% |
$475K - $477K
|
104K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.62K+ 19.4% |
$463K - $465K
|
28.4K
$2.86M
|