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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-948- 51.58% |
$95.1K - $95.5K
|
890
$89.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-952- 2.13% |
$95.5K - $95.9K
|
43.7K
$4.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-962- 11.25% |
$96.5K - $96.9K
|
7.59K
$763K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-967- 46.67% |
$97K - $97.4K
|
1.11K
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-988- 11.87% |
$99.1K - $99.5K
|
7.34K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-995- 1.31% |
$99.8K - $100K
|
74.8K
$7.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1K- 21.05% |
$100K - $101K
|
3.75K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.05K- 0.58% |
$105K - $105K
|
178K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 18.84% |
$110K - $110K
|
4.7K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.1K- 0.75% |
$110K - $111K
|
146K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 3.5% |
$112K - $112K
|
30.7K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.14K- 33.07% |
$115K - $115K
|
2.31K
$233K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.15K- 11.01% |
$116K - $116K
|
9.32K
$936K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 15.01% |
$116K - $117K
|
6.56K
$659K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.17K- 12.61% |
$117K - $118K
|
8.11K
$815K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.18K- 5.45% |
$119K - $119K
|
20.6K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.27K- 7.15% |
$127K - $128K
|
16.5K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.29K- 12.84% |
$130K - $130K
|
8.77K
$882K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 1.13% |
$133K - $133K
|
116K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.33K- 33.32% |
$133K - $134K
|
2.66K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.34K- 77.69% |
$135K - $135K
|
386
$38.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.53K- 7.5% |
$154K - $154K
|
18.9K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.59K- 5.09% |
$160K - $160K
|
29.7K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.67K- 5.16% |
$168K - $168K
|
30.7K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.67K- 13.82% |
$168K - $168K
|
10.4K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.69K- 11.76% |
$170K - $170K
|
12.7K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.7K- 12.97% |
$171K - $171K
|
11.4K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.75K- 16.22% |
$175K - $176K
|
9.02K
$907K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.79K- 76.59% |
$179K - $180K
|
546
$54.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.86K- 8.97% |
$186K - $187K
|
18.8K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.86K- 27.13% |
$187K - $187K
|
4.99K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.98K- 11.98% |
$199K - $199K
|
14.5K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 43.71% |
$199K - $200K
|
2.55K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.99K- 35.53% |
$200K - $201K
|
3.62K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-2K- 3.54% |
$201K - $201K
|
54.5K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.12K- 4.54% |
$213K - $214K
|
44.6K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.27K- 21.44% |
$228K - $229K
|
8.32K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.36K- 0.15% |
$237K - $238K
|
1.55M
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-2.39K- 5.41% |
$240K - $240K
|
41.8K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.4K- 48.87% |
$240K - $241K
|
2.51K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.46K- 54.5% |
$247K - $247K
|
2.05K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 42.59% |
$247K - $248K
|
3.32K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-2.47K- 23.32% |
$248K - $249K
|
8.13K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.49K- 15.82% |
$250K - $251K
|
13.2K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.56K- 18.01% |
$257K - $258K
|
11.7K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.57K- 6.22% |
$257K - $258K
|
38.7K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.6K- 97.45% |
$261K - $262K
|
68
$6.84K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.61K- 2.66% |
$261K - $262K
|
95.5K
$9.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.14% |
$268K - $269K
|
82.3K
$8.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.68K- 34.45% |
$269K - $270K
|
5.1K
$513K
|