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 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.18K- 23.09% |
$319K - $320K
|
10.6K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.47K- 3.82% |
$349K - $350K
|
87.6K
$8.82M
|
|
|
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
|
|
|
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
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 45.03% |
$452K - $453K
|
5.5K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.68K- 13.02% |
$470K - $471K
|
31.3K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-4.97K- 6.03% |
$499K - $501K
|
77.4K
$7.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.17K- 11.36% |
$518K - $520K
|
40.3K
$4.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.93K- 23.78% |
$595K - $597K
|
19K
$1.91M
|
|
|
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
$8.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.9K- 37.63% |
$693K - $695K
|
11.4K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.36K- 7.5% |
$739K - $741K
|
90.8K
$9.14M
|
|
|
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
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-9K- 13.29% |
$903K - $906K
|
58.7K
$5.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.89K- 66.93% |
$992K - $995K
|
4.88K
$492K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 13.36% |
$1.17M - $1.18M
|
75.8K
$7.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-12.3K- 22.1% |
$1.24M - $1.24M
|
43.5K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.6K- 14.57% |
$1.26M - $1.27M
|
73.8K
$7.43M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13K- 13.99% |
$1.31M - $1.31M
|
80K
$8.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-15.1K- 17.18% |
$1.51M - $1.52M
|
72.7K
$7.32M
|
|
|
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
$3.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-18.7K- 13.09% |
$1.88M - $1.88M
|
124K
$12.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 35.36% |
$2.09M - $2.09M
|
38K
$3.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21.7K- 73.68% |
$2.17M - $2.18M
|
7.74K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22.1K- 8.81% |
$2.22M - $2.23M
|
229K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-25.3K- 60.5% |
$2.54M - $2.55M
|
16.5K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-27.3K- 13.07% |
$2.74M - $2.75M
|
182K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-30.3K- 9.53% |
$3.04M - $3.05M
|
287K
$28.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-32.8K- 24.91% |
$3.29M - $3.31M
|
99K
$9.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33.8K- 48.52% |
$3.39M - $3.4M
|
35.9K
$3.61M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-41.5K- 11.95% |
$4.17M - $4.18M
|
306K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-44.3K- 6.85% |
$4.44M - $4.46M
|
602K
$60.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-44.7K- 94.23% |
$4.48M - $4.5M
|
2.74K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-49.3K- 51.69% |
$4.95M - $4.96M
|
46.1K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50.6K- 49.99% |
$5.08M - $5.1M
|
50.7K
$5.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-51K- 23.33% |
$5.12M - $5.13M
|
168K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-51.8K- 51.54% |
$5.2M - $5.22M
|
48.7K
$4.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.9K- 93.14% |
$5.2M - $5.22M
|
3.82K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-54K- 13.7% |
$5.42M - $5.43M
|
340K
$34.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-55.2K- 85.99% |
$5.54M - $5.56M
|
9K
$906K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-57.4K- 12.87% |
$5.76M - $5.78M
|
389K
$39.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74K- 92.7% |
$7.42M - $7.45M
|
5.83K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-90.1K- 78.47% |
$9.04M - $9.07M
|
24.7K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-92.9K- 84.33% |
$9.32M - $9.35M
|
17.3K
$1.74M
|