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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-189- 8.62% |
$19K - $19K
|
2K
$201K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-195- 78.95% |
$19.6K - $19.6K
|
52
$5.23K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-200- 3.2% |
$20.1K - $20.1K
|
6.05K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 0.8% |
$20.5K - $20.5K
|
25.4K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-208- 1.63% |
$20.9K - $20.9K
|
12.5K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-208- 0.09% |
$20.9K - $20.9K
|
236K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-239- 6.44% |
$24K - $24.1K
|
3.47K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-250- 0.22% |
$25.1K - $25.2K
|
112K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-276- 0.13% |
$27.7K - $27.8K
|
211K
$21.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-286- 0.47% |
$28.7K - $28.8K
|
60.3K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-289- 9.44% |
$29K - $29.1K
|
2.77K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-312- 75.73% |
$31.3K - $31.4K
|
100
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-313- 1.46% |
$31.4K - $31.5K
|
21.1K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 11.08% |
$31.9K - $32K
|
2.55K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-345- 7.11% |
$34.6K - $34.7K
|
4.51K
$453K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-353- 19.48% |
$35.4K - $35.6K
|
1.46K
$147K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-361- 0.06% |
$36.2K - $36.4K
|
569K
$57.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-371- 0.37% |
$37.2K - $37.4K
|
99.4K
$9.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-380- 6.52% |
$38.1K - $38.3K
|
5.45K
$548K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-381- 17.87% |
$38.2K - $38.4K
|
1.75K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-455- 7.55% |
$45.7K - $45.8K
|
5.58K
$560K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-461- 5.97% |
$46.3K - $46.4K
|
7.26K
$730K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-462- 2.72% |
$46.4K - $46.5K
|
16.5K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-480- 2.62% |
$48.2K - $48.3K
|
17.9K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-481- 0.47% |
$48.3K - $48.4K
|
102K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-500- 7.9% |
$50.2K - $50.4K
|
5.83K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-515- 6.92% |
$51.7K - $51.9K
|
6.93K
$697K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-526- 4.02% |
$52.8K - $53K
|
12.6K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-540- 3.37% |
$54.2K - $54.4K
|
15.5K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-566- 5.0% |
$56.8K - $57K
|
10.7K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-566- 7.5% |
$56.8K - $57K
|
6.98K
$701K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-603- 17.95% |
$60.5K - $60.7K
|
2.76K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-614- 5.18% |
$61.6K - $61.8K
|
11.2K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-636- 13.82% |
$63.8K - $64.1K
|
3.97K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-682- 22.35% |
$68.4K - $68.7K
|
2.37K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-721- 9.53% |
$72.4K - $72.6K
|
6.84K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-726- 3.78% |
$72.9K - $73.1K
|
18.5K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-753- 10.4% |
$75.6K - $75.8K
|
6.48K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-769- 21.01% |
$77.2K - $77.4K
|
2.89K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-783- 1.75% |
$78.6K - $78.9K
|
43.9K
$4.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-786- 18.52% |
$78.9K - $79.2K
|
3.46K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-818- 66.07% |
$82.1K - $82.4K
|
420
$42.2K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-831- 17.27% |
$83.4K - $83.7K
|
3.98K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-832- 29.48% |
$83.5K - $83.8K
|
1.99K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-866- 55.69% |
$86.9K - $87.2K
|
689
$69.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-891- 31.23% |
$89.4K - $89.7K
|
1.96K
$197K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-895- 7.72% |
$89.8K - $90.1K
|
10.7K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-913- 21.6% |
$91.6K - $91.9K
|
3.31K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-929- 3.07% |
$93.2K - $93.6K
|
29.3K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
SELL
|
- |
-945- 34.81% |
$94.8K - $95.2K
|
1.77K
$178K
|