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 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-7.63K- 9.86% |
$766K - $769K
|
69.8K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.67K- 10.11% |
$769K - $772K
|
68.1K
$6.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-7.8K- 18.57% |
$783K - $785K
|
34.2K
$3.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.95K- 4.2% |
$798K - $801K
|
181K
$18.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-8.24K- 34.15% |
$826K - $829K
|
15.9K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.53K- 11.93% |
$856K - $859K
|
63K
$6.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-8.59K- 5.65% |
$862K - $865K
|
144K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.72K- 25.67% |
$875K - $878K
|
25.2K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.03K- 36.49% |
$906K - $909K
|
15.7K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-9.29K- 6.82% |
$932K - $935K
|
127K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.31K- 55.36% |
$935K - $938K
|
7.51K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.41K- 2.87% |
$944K - $947K
|
318K
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-9.46K- 3.29% |
$950K - $953K
|
278K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.76K- 53.16% |
$979K - $983K
|
8.6K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10.1K- 54.41% |
$1.01M - $1.02M
|
8.46K
$850K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 41.25% |
$1.03M - $1.03M
|
14.6K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10.3K- 54.17% |
$1.03M - $1.04M
|
8.71K
$876K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10.4K- 4.8% |
$1.05M - $1.05M
|
207K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.5K- 25.97% |
$1.05M - $1.05M
|
29.8K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.5K- 11.34% |
$1.05M - $1.06M
|
82.1K
$8.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-10.6K- 10.1% |
$1.06M - $1.07M
|
94.3K
$9.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.1K- 21.01% |
$1.11M - $1.12M
|
41.7K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-11.3K- 75.96% |
$1.14M - $1.14M
|
3.58K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-11.3K- 67.42% |
$1.14M - $1.14M
|
5.47K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.5K- 58.51% |
$1.15M - $1.15M
|
8.12K
$816K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.7K- 57.21% |
$1.17M - $1.18M
|
8.74K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.2K- 29.3% |
$1.23M - $1.23M
|
29.5K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.7K- 17.19% |
$1.27M - $1.28M
|
61.1K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-14K- 87.1% |
$1.41M - $1.41M
|
2.07K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14.2K- 70.11% |
$1.43M - $1.43M
|
6.07K
$610K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-14.7K- 32.18% |
$1.47M - $1.48M
|
30.9K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-14.7K- 16.53% |
$1.48M - $1.48M
|
74.4K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-14.9K- 84.18% |
$1.5M - $1.5M
|
2.8K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
SELL
|
- |
-15.1K- 2.6% |
$1.52M - $1.52M
|
566K
$56.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-15.7K- 90.06% |
$1.58M - $1.58M
|
1.74K
$174K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.8K- 20.36% |
$1.59M - $1.6M
|
62K
$6.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-16K- 88.4% |
$1.61M - $1.62M
|
2.11K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.8K- 69.13% |
$1.68M - $1.69M
|
7.49K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-16.9K- 41.08% |
$1.7M - $1.7M
|
24.3K
$2.44M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.1K- 17.08% |
$1.72M - $1.73M
|
83.3K
$8.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.2K- 72.64% |
$1.72M - $1.73M
|
6.47K
$651K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17.2K- 16.91% |
$1.73M - $1.73M
|
84.5K
$8.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-17.5K- 43.57% |
$1.75M - $1.76M
|
22.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-18.3K- 78.66% |
$1.84M - $1.85M
|
4.97K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-18.5K- 45.96% |
$1.86M - $1.86M
|
21.8K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-18.6K- 7.39% |
$1.87M - $1.87M
|
233K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 51.08% |
$1.87M - $1.87M
|
17.8K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-18.9K- 43.55% |
$1.9M - $1.91M
|
24.5K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 15.56% |
$1.94M - $1.94M
|
105K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-19.7K- 11.64% |
$1.98M - $1.98M
|
149K
$15M
|