Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
193M+ 545715.56% |
$19.3B - $19.4B
|
193M
$19.4B
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.11M+ 250.01% |
$111M - $111M
|
1.55M
$155M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$172M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
427K+ 21.95% |
$42.8M - $43M
|
2.37M
$238M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
104KNew |
$10.4M - $10.4M
|
104K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.7K+ 15.49% |
$8.49M - $8.53M
|
631K
$63.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
79.1K+ 43.56% |
$7.94M - $7.97M
|
261K
$26.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77.7KNew |
$7.8M - $7.82M
|
77.7K
$7.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
72.2K+ 41.31% |
$7.24M - $7.27M
|
247K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6K+ 626.16% |
$7.19M - $7.21M
|
83.1K
$8.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
52.7KNew |
$5.29M - $5.31M
|
52.7K
$5.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
26.5KNew |
$2.66M - $2.67M
|
26.5K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$2.64M - $2.65M
|
26.3K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
24.1KNew |
$2.42M - $2.43M
|
24.1K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21K+ 482.65% |
$2.11M - $2.12M
|
25.4K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$1.47M - $1.48M
|
14.7K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.5K+ 25.07% |
$1.25M - $1.26M
|
62.3K
$6.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.2KNew |
$1.22M - $1.23M
|
12.2K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2K+ 7.88% |
$1.22M - $1.22M
|
166K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
11K+ 2.72% |
$1.11M - $1.11M
|
418K
$41.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.59K+ 60.49% |
$963K - $966K
|
25.4K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.29K+ 66.75% |
$932K - $936K
|
23.2K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.8K+ 41.89% |
$883K - $886K
|
29.8K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.6K+ 123.46% |
$762K - $765K
|
13.7K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.83K+ 75.68% |
$685K - $688K
|
15.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.66K+ 98.03% |
$669K - $671K
|
13.5K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.32K+ 14.89% |
$634K - $636K
|
48.7K
$4.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6.3K+ 3.16% |
$632K - $635K
|
206K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.27KNew |
$629K - $631K
|
6.27K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.85K+ 67.24% |
$587K - $589K
|
14.6K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.01KNew |
$503K - $505K
|
5.01K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.99K+ 27.42% |
$501K - $503K
|
23.2K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.56K+ 37.06% |
$457K - $459K
|
16.9K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.47K+ 4.5% |
$449K - $450K
|
104K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.14K+ 11.0% |
$415K - $416K
|
41.7K
$4.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.08KNew |
$409K - $411K
|
4.08K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$402K - $404K
|
4.01K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.98K+ 3.02% |
$400K - $401K
|
136K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.47K+ 12.62% |
$348K - $349K
|
30.9K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.15K+ 65.23% |
$316K - $317K
|
7.98K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.02K+ 2.0% |
$303K - $304K
|
154K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.61K+ 16.05% |
$262K - $263K
|
18.9K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 3.59% |
$232K - $233K
|
66.6K
$6.69M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.22KNew |
$223K - $224K
|
2.22K
$223K
|