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
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$40.1K - $40.3K
|
400
$40.2K
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
400+ 5.01% |
$40.1K - $40.3K
|
8.38K
$842K
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
398+ 13.82% |
$39.9K - $40.1K
|
3.28K
$330K
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
360+ 10.28% |
$36.1K - $36.3K
|
3.86K
$388K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
354+ 22.13% |
$35.5K - $35.7K
|
1.95K
$196K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
349+ 0.8% |
$35K - $35.1K
|
44K
$4.43M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
319+ 21.27% |
$32K - $32.1K
|
1.82K
$183K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
304+ 2.76% |
$30.5K - $30.6K
|
11.3K
$1.14M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
283+ 1.61% |
$28.4K - $28.5K
|
17.9K
$1.8M
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
243+ 0.87% |
$24.4K - $24.5K
|
28.3K
$2.84M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
222New |
$22.3K - $22.4K
|
222
$22.3K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
206New |
$20.7K - $20.7K
|
206
$20.7K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
205New |
$20.6K - $20.6K
|
205
$20.6K
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
200+ 6.4% |
$20.1K - $20.1K
|
3.33K
$334K
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
195+ 9.47% |
$19.6K - $19.6K
|
2.26K
$227K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
193+ 2.85% |
$19.4K - $19.4K
|
6.97K
$701K
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
189+ 5.94% |
$19K - $19K
|
3.37K
$339K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
176+ 1.04% |
$17.7K - $17.7K
|
17.1K
$1.72M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
174+ 3.52% |
$17.5K - $17.5K
|
5.11K
$514K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
174+ 3.85% |
$17.5K - $17.5K
|
4.7K
$472K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
153+ 15.22% |
$15.4K - $15.4K
|
1.16K
$116K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
142+ 5.71% |
$14.2K - $14.3K
|
2.63K
$264K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
133New |
$13.3K - $13.4K
|
133
$13.4K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.84% |
$13.2K - $13.3K
|
15.8K
$1.59M
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
118New |
$11.8K - $11.9K
|
118
$11.9K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.5K
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
107+ 0.57% |
$10.7K - $10.8K
|
19K
$1.91M
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
107+ 167.19% |
$10.7K - $10.8K
|
171
$17.2K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
97+ 10.8% |
$9.73K - $9.77K
|
995
$100K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
92+ 270.59% |
$9.23K - $9.27K
|
126
$12.7K
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
90+ 0.24% |
$9.03K - $9.06K
|
38.2K
$3.84M
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 0.85% |
$9.03K - $9.06K
|
10.7K
$1.08M
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
85+ 1.86% |
$8.53K - $8.56K
|
4.65K
$468K
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
82+ 1.04% |
$8.23K - $8.26K
|
7.99K
$803K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$8.13K - $8.16K
|
81
$8.14K
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
77+ 3.14% |
$7.73K - $7.75K
|
2.53K
$254K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
75+ 1.07% |
$7.53K - $7.55K
|
7.05K
$709K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
73+ 0.89% |
$7.33K - $7.35K
|
8.31K
$836K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 42.24% |
$6.82K - $6.85K
|
229
$23K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
60+ 1.0% |
$6.02K - $6.04K
|
6.04K
$607K
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
54+ 0.49% |
$5.42K - $5.44K
|
11.1K
$1.12M
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.9% |
$5.02K - $5.04K
|
5.58K
$560K
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
44+ 2.04% |
$4.42K - $4.43K
|
2.2K
$221K
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
42+ 1.29% |
$4.21K - $4.23K
|
3.29K
$331K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.04% |
$4.11K - $4.13K
|
3.98K
$400K
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
41+ 1.11% |
$4.11K - $4.13K
|
3.74K
$376K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39New |
$3.91K - $3.93K
|
39
$3.92K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$3.81K - $3.83K
|
38
$3.82K
|
|
Aug 14, 2025
Q2 2025
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
34+ 1.04% |
$3.41K - $3.42K
|
3.29K
$331K
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 6.15% |
$3.31K - $3.32K
|
570
$57.3K
|