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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-80- 0.56% |
$8.03K - $8.05K
|
14.2K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 39.68% |
$10K - $10.1K
|
152
$15.3K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 5.35% |
$13.2K - $13.3K
|
2.34K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-135- 20.52% |
$13.5K - $13.6K
|
523
$52.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 5.4% |
$14.2K - $14.3K
|
2.49K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-157- 1.34% |
$15.8K - $15.8K
|
11.6K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-168- 7.71% |
$16.9K - $16.9K
|
2.01K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-190- 0.03% |
$19.1K - $19.1K
|
602K
$60.6M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-191- 1.44% |
$19.2K - $19.2K
|
13.1K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-196- 4.65% |
$19.7K - $19.7K
|
4.02K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-271- 7.7% |
$27.2K - $27.3K
|
3.25K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-311- 1.55% |
$31.2K - $31.3K
|
19.8K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-366- 0.24% |
$36.7K - $36.8K
|
153K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-419- 15.86% |
$42K - $42.2K
|
2.22K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-429- 2.67% |
$43K - $43.2K
|
15.6K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-497- 25.04% |
$49.9K - $50K
|
1.49K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-500- 7.86% |
$50.2K - $50.3K
|
5.86K
$590K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500- 25.0% |
$50.2K - $50.3K
|
1.5K
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-515- 13.78% |
$51.7K - $51.9K
|
3.22K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-524- 2.71% |
$52.6K - $52.8K
|
18.8K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-603- 10.62% |
$60.5K - $60.7K
|
5.08K
$511K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-628- 0.15% |
$63K - $63.2K
|
407K
$41M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-641- 1.02% |
$64.3K - $64.5K
|
62.2K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-735- 4.15% |
$73.7K - $74K
|
17K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-736- 5.72% |
$73.9K - $74.1K
|
12.1K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-739- 7.38% |
$74.2K - $74.4K
|
9.28K
$934K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-815- 13.19% |
$81.8K - $82.1K
|
5.36K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-939- 19.08% |
$94.2K - $94.5K
|
3.98K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-943- 19.36% |
$94.6K - $94.9K
|
3.93K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-970- 6.32% |
$97.3K - $97.7K
|
14.4K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.15K- 11.86% |
$115K - $116K
|
8.55K
$861K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.21K- 74.33% |
$122K - $122K
|
419
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.25K- 6.19% |
$125K - $126K
|
18.9K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.28K- 29.73% |
$128K - $129K
|
3.03K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 33.35% |
$132K - $133K
|
2.64K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
SELL
|
- |
-1.32K- 0.92% |
$133K - $133K
|
143K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 10.97% |
$151K - $151K
|
12.2K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.51K- 29.68% |
$151K - $152K
|
3.57K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.52K- 12.37% |
$152K - $153K
|
10.8K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 44.13% |
$158K - $159K
|
2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.6K- 6.81% |
$161K - $161K
|
22K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.66K- 30.95% |
$167K - $168K
|
3.71K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.76K- 11.8% |
$176K - $177K
|
13.1K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 43.38% |
$195K - $196K
|
2.54K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.1K- 10.12% |
$211K - $212K
|
18.7K
$1.88M
|
|
|
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
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.64K- 14.85% |
$265K - $266K
|
15.1K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.8K- 5.73% |
$281K - $282K
|
46K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.33% |
$297K - $298K
|
901K
$90.8M
|