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
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.7M+ 10406.58% |
$2.27B - $2.28B
|
22.9M
$2.3B
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
10.1M+ 6699.93% |
$1.02B - $1.02B
|
10.3M
$1.03B
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.57M+ 2212.11% |
$358M - $359M
|
3.73M
$375M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 33.5% |
$211M - $212M
|
8.4M
$844M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.3M+ 110.43% |
$130M - $131M
|
2.47M
$249M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 124.34% |
$129M - $129M
|
2.31M
$233M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 21.2% |
$126M - $127M
|
7.2M
$724M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.11M+ 250.01% |
$111M - $111M
|
1.55M
$156M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.09M+ 243.93% |
$110M - $110M
|
1.54M
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
956K+ 121.97% |
$95.9M - $96.3M
|
1.74M
$175M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944K+ 79.86% |
$94.7M - $95M
|
2.13M
$214M
|
|
|
Aug 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
817K+ 459.72% |
$82M - $82.3M
|
994K
$100M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 90.4% |
$81.8M - $82.1M
|
1.72M
$173M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
740K+ 54.46% |
$74.3M - $74.6M
|
2.1M
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
688K+ 100.03% |
$69.1M - $69.3M
|
1.38M
$138M
|
|
|
Jul 16, 2025
Q2 2025
|
Peavine Capital, LLC
|
BUY
|
- |
675KNew |
$67.7M - $67.9M
|
675K
$67.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
635K+ 558.27% |
$63.7M - $64M
|
749K
$75.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
565K+ 90.91% |
$56.7M - $56.9M
|
1.19M
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
508KNew |
$51M - $51.2M
|
508K
$51.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
485KNew |
$48.6M - $48.8M
|
485K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
458K+ 50.88% |
$45.9M - $46.1M
|
1.36M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
443K+ 26.18% |
$44.5M - $44.6M
|
2.14M
$215M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
434K+ 21.11% |
$43.6M - $43.7M
|
2.49M
$250M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
427K+ 21.95% |
$42.8M - $43M
|
2.37M
$238M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
407K+ 29.63% |
$40.9M - $41M
|
1.78M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 3.21% |
$33M - $33.1M
|
10.6M
$1.06B
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
308K+ 520.47% |
$30.9M - $31M
|
367K
$36.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
296K+ 81.8% |
$29.7M - $29.8M
|
658K
$66.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
280K+ 43.12% |
$28.1M - $28.2M
|
931K
$93.6M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
262K+ 101.6% |
$26.3M - $26.4M
|
519K
$52.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
256KNew |
$25.7M - $25.8M
|
256K
$25.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
254K+ 53.99% |
$25.5M - $25.6M
|
725K
$72.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
236K+ 50.5% |
$23.6M - $23.7M
|
702K
$70.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
220KNew |
$22.1M - $22.2M
|
220K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 74.54% |
$20.3M - $20.4M
|
474K
$47.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
202K+ 223.03% |
$20.3M - $20.4M
|
293K
$29.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
201K+ 2691.09% |
$20.2M - $20.2M
|
208K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
189K+ 41.44% |
$19M - $19.1M
|
646K
$64.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
187K+ 17.47% |
$18.8M - $18.9M
|
1.26M
$127M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 4814.5% |
$18.5M - $18.5M
|
188K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173K+ 48.36% |
$17.3M - $17.4M
|
530K
$53.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
171K+ 77.25% |
$17.2M - $17.2M
|
392K
$39.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
171KNew |
$17.1M - $17.2M
|
171K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
166K+ 94.87% |
$16.7M - $16.8M
|
342K
$34.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
160K+ 154.93% |
$16M - $16.1M
|
263K
$26.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
158K+ 26.25% |
$15.9M - $15.9M
|
760K
$76.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
158K+ 914.6% |
$15.8M - $15.9M
|
175K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
147KNew |
$14.8M - $14.8M
|
147K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
147K+ 463.25% |
$14.8M - $14.8M
|
179K
$18M
|