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 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-2.79K- 23.62% |
$280K - $281K
|
9.03K
$908K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-2.84K- 10.19% |
$284K - $286K
|
25K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.9K- 7.72% |
$291K - $292K
|
34.6K
$3.48M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-2.92K- 25.85% |
$293K - $294K
|
8.38K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.07K- 9.63% |
$308K - $309K
|
28.8K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3.18K- 7.41% |
$319K - $320K
|
39.7K
$3.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.26K- 6.08% |
$327K - $328K
|
50.4K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.27K- 0.91% |
$328K - $329K
|
355K
$35.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.51K- 8.17% |
$352K - $353K
|
39.4K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.57K- 6.71% |
$359K - $360K
|
49.7K
$4.99M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.66K- 12.14% |
$367K - $368K
|
26.5K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-3.74K- 2.62% |
$375K - $377K
|
139K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.93K- 7.17% |
$394K - $396K
|
50.9K
$5.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.04K- 14.8% |
$405K - $407K
|
23.2K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4.11K- 37.7% |
$412K - $414K
|
6.79K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.17K- 16.91% |
$418K - $420K
|
20.5K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.23K- 14.98% |
$424K - $426K
|
24K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-4.3K- 22.25% |
$431K - $433K
|
15K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.37K- 24.84% |
$439K - $440K
|
13.2K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.37K- 20.28% |
$439K - $440K
|
17.2K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.38K- 27.41% |
$440K - $441K
|
11.6K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.49K- 8.86% |
$451K - $452K
|
46.2K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-4.58K- 15.25% |
$460K - $461K
|
25.5K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.6K- 8.7% |
$461K - $463K
|
48.2K
$4.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.01K- 1.32% |
$503K - $505K
|
374K
$37.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.05K- 7.34% |
$506K - $508K
|
63.8K
$6.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.09K- 17.91% |
$511K - $513K
|
23.3K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.1K- 65.21% |
$512K - $514K
|
2.72K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-5.12K- 40.81% |
$514K - $516K
|
7.43K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-5.2K- 43.68% |
$522K - $524K
|
6.71K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.22K- 14.56% |
$524K - $526K
|
30.6K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.58K- 8.37% |
$560K - $562K
|
61.1K
$6.14M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5.68K- 2.46% |
$570K - $572K
|
225K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.73KClosed |
$575K - $577K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.1K- 13.21% |
$612K - $614K
|
40.1K
$4.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-6.17K- 11.51% |
$619K - $622K
|
47.5K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.28K- 25.18% |
$630K - $632K
|
18.6K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.32K- 4.59% |
$634K - $636K
|
131K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.38K- 17.73% |
$640K - $642K
|
29.6K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.49K- 9.13% |
$651K - $653K
|
64.6K
$6.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.59K- 2.29% |
$661K - $664K
|
281K
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-6.71K- 37.74% |
$674K - $676K
|
11.1K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6.81K- 4.47% |
$683K - $686K
|
146K
$14.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-6.92K- 36.83% |
$695K - $697K
|
11.9K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 2.16% |
$697K - $699K
|
314K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-7.01K- 7.09% |
$703K - $706K
|
91.8K
$9.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.16K- 30.7% |
$718K - $721K
|
16.2K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-7.32K- 9.43% |
$734K - $737K
|
70.3K
$7.07M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.5K- 28.3% |
$752K - $755K
|
19K
$1.91M
|