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 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-19.7K- 50.89% |
$1.98M - $1.99M
|
19K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-20K- 10.79% |
$2.01M - $2.02M
|
166K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20.1K- 92.95% |
$2.02M - $2.03M
|
1.53K
$154K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20.4K- 4.76% |
$2.05M - $2.05M
|
408K
$41.1M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20.7K- 8.23% |
$2.08M - $2.09M
|
231K
$23.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.9K- 70.95% |
$2.1M - $2.1M
|
8.56K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21.1K- 77.84% |
$2.11M - $2.12M
|
5.99K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-21.1K- 19.07% |
$2.12M - $2.13M
|
89.7K
$9.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-22.2K- 3.96% |
$2.23M - $2.23M
|
538K
$54.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-23.4K- 61.81% |
$2.35M - $2.36M
|
14.5K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-23.5K- 44.87% |
$2.36M - $2.37M
|
28.9K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.3K- 34.81% |
$2.44M - $2.45M
|
45.6K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-25.3K- 8.92% |
$2.54M - $2.55M
|
258K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.3K- 88.76% |
$2.54M - $2.55M
|
3.2K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25.4K- 40.83% |
$2.55M - $2.56M
|
36.9K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-26.6K- 46.15% |
$2.67M - $2.68M
|
31.1K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-27.3K- 51.16% |
$2.74M - $2.75M
|
26.1K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.3K- 72.92% |
$2.74M - $2.75M
|
10.1K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.6K- 35.26% |
$2.97M - $2.98M
|
54.3K
$5.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30.1K- 83.65% |
$3.02M - $3.03M
|
5.88K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-31K- 23.01% |
$3.11M - $3.12M
|
104K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-31.3K- 48.06% |
$3.14M - $3.15M
|
33.8K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.6K- 74.72% |
$3.27M - $3.28M
|
11K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.6K- 29.49% |
$3.47M - $3.48M
|
82.7K
$8.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-35K- 92.06% |
$3.51M - $3.53M
|
3.02K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
SELL
|
- |
-35K- 5.36% |
$3.51M - $3.53M
|
618K
$62.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-35.1K- 44.92% |
$3.53M - $3.54M
|
43.1K
$4.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-35.2K- 48.38% |
$3.53M - $3.54M
|
37.5K
$3.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-36.5K- 31.43% |
$3.67M - $3.68M
|
79.7K
$8.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-36.8K- 62.93% |
$3.69M - $3.7M
|
21.7K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-37.3K- 46.7% |
$3.75M - $3.76M
|
42.6K
$4.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37.7K- 8.14% |
$3.78M - $3.8M
|
426K
$42.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-37.8K- 12.54% |
$3.8M - $3.81M
|
264K
$26.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.6K- 5.94% |
$4.07M - $4.08M
|
642K
$64.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40.9K- 56.82% |
$4.1M - $4.12M
|
31.1K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-41.7K- 57.65% |
$4.19M - $4.2M
|
30.6K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-41.8K- 9.92% |
$4.2M - $4.21M
|
380K
$38.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-43.8K- 95.14% |
$4.39M - $4.41M
|
2.24K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-43.9K- 44.35% |
$4.4M - $4.42M
|
55.1K
$5.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-44.9K- 18.46% |
$4.51M - $4.53M
|
199K
$20M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-47.9K- 42.13% |
$4.8M - $4.82M
|
65.7K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50.8K- 16.59% |
$5.09M - $5.11M
|
255K
$25.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.8K- 46.92% |
$5.2M - $5.22M
|
58.6K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-55.3K- 92.31% |
$5.55M - $5.57M
|
4.61K
$463K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-57.6K- 52.22% |
$5.78M - $5.8M
|
52.7K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-60.4K- 92.02% |
$6.06M - $6.08M
|
5.24K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-60.5K- 24.71% |
$6.07M - $6.09M
|
184K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64.8K- 91.03% |
$6.51M - $6.53M
|
6.39K
$642K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-65.7K- 54.08% |
$6.59M - $6.62M
|
55.8K
$5.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-65.9K- 73.41% |
$6.61M - $6.63M
|
23.8K
$2.4M
|