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 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
29+ 1.34% |
$2.91K - $2.92K
|
2.19K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
16New |
$1.61K - $1.61K
|
16
$1.61K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$1.51K - $1.51K
|
15
$1.51K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.82% |
$903 - $906
|
1.1K
$111K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.0% |
$803 - $806
|
807
$81.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
8+ 1.09% |
$803 - $806
|
745
$74.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.04% |
$702 - $705
|
683
$68.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3+ 0.8% |
$301 - $302
|
376
$37.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 1.75% |
$100 - $101
|
58
$5.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.0% |
$100 - $101
|
51
$5.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 3.03% |
$100 - $101
|
34
$3.42K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.27% |
$100 - $101
|
80
$8.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 20.0% |
$100 - $101
|
4
$402
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.05% |
$401 - $403
|
8.83K
$888K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-5- 0.13% |
$502 - $504
|
3.92K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 0.83% |
$702 - $705
|
836
$84K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-7- 0.12% |
$702 - $705
|
5.84K
$587K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-15- 0.64% |
$1.51K - $1.51K
|
2.32K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 1.77% |
$1.71K - $1.71K
|
945
$95K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.23% |
$1.81K - $1.81K
|
7.7K
$774K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 4.53% |
$1.91K - $1.91K
|
400
$40.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-25- 0.62% |
$2.51K - $2.52K
|
3.99K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.29% |
$3.11K - $3.12K
|
10.7K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-36- 1.09% |
$3.61K - $3.63K
|
3.26K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.29% |
$3.61K - $3.63K
|
2.76K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-44- 0.29% |
$4.42K - $4.43K
|
15.3K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-47- 2.86% |
$4.72K - $4.73K
|
1.6K
$161K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-48- 1.36% |
$4.82K - $4.83K
|
3.49K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-50- 0.05% |
$5.02K - $5.04K
|
104K
$10.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-55- 0.6% |
$5.52K - $5.54K
|
9.09K
$914K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-65- 1.08% |
$6.52K - $6.55K
|
5.97K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-71- 0.87% |
$7.12K - $7.15K
|
8.09K
$814K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-75- 98.68% |
$7.53K - $7.55K
|
1
$101
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-75- 1.12% |
$7.53K - $7.55K
|
6.64K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-90- 1.0% |
$9.03K - $9.06K
|
8.91K
$896K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 5.05% |
$11.8K - $11.9K
|
2.22K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-119- 0.64% |
$11.9K - $12K
|
18.5K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-121- 80.67% |
$12.1K - $12.2K
|
29
$2.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-124- 2.03% |
$12.4K - $12.5K
|
5.98K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-127- 5.19% |
$12.7K - $12.8K
|
2.32K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 54.66% |
$13.5K - $13.6K
|
112
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-142- 43.83% |
$14.2K - $14.3K
|
182
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-169- 0.36% |
$17K - $17K
|
46.8K
$4.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-171- 3.9% |
$17.2K - $17.2K
|
4.22K
$424K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-173- 1.9% |
$17.4K - $17.4K
|
8.94K
$899K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 5.77% |
$18.9K - $18.9K
|
3.07K
$309K
|