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 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
141K+ 26.98% |
$14.1M - $14.2M
|
663K
$66.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
138K+ 6376.57% |
$13.9M - $13.9M
|
140K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
125K+ 708.77% |
$12.6M - $12.6M
|
143K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
125KNew |
$12.5M - $12.5M
|
125K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
122K+ 258.89% |
$12.3M - $12.3M
|
170K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
120K+ 2332.32% |
$12M - $12.1M
|
125K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
113KNew |
$11.4M - $11.4M
|
113K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
112KNew |
$11.3M - $11.3M
|
112K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
111K+ 12.4% |
$11.2M - $11.2M
|
1.01M
$101M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
111K+ 201.33% |
$11.1M - $11.2M
|
166K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
111K+ 193.77% |
$11.1M - $11.1M
|
168K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
108K+ 14.16% |
$10.8M - $10.9M
|
870K
$87.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
104K+ 70.11% |
$10.5M - $10.5M
|
253K
$25.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
104K+ 34.52% |
$10.5M - $10.5M
|
406K
$40.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
104KNew |
$10.4M - $10.4M
|
104K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
103K+ 19.24% |
$10.3M - $10.3M
|
636K
$63.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
99.5KNew |
$9.98M - $10M
|
99.5K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99.4KNew |
$9.97M - $10M
|
99.4K
$9.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97.8K+ 14.56% |
$9.82M - $9.85M
|
770K
$77.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6K+ 211.94% |
$9.8M - $9.83M
|
144K
$14.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
97.6KNew |
$9.79M - $9.82M
|
97.6K
$9.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
96.8K+ 44.93% |
$9.71M - $9.75M
|
312K
$31.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
96.6KNew |
$9.69M - $9.72M
|
96.6K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
87K+ 143.53% |
$8.73M - $8.76M
|
148K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.7K+ 15.49% |
$8.49M - $8.53M
|
631K
$63.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
82K+ 26.42% |
$8.23M - $8.26M
|
393K
$39.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
81.5K+ 13.83% |
$8.18M - $8.21M
|
671K
$67.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
80KNew |
$8.02M - $8.05M
|
80K
$8.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
79.1K+ 43.56% |
$7.94M - $7.97M
|
261K
$26.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
79KNew |
$7.93M - $7.96M
|
79K
$7.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77.7KNew |
$7.8M - $7.82M
|
77.7K
$7.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
77.4K+ 114.58% |
$7.77M - $7.8M
|
145K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Teca Partners, LP
Austin, TX |
BUY
|
- |
76KNew |
$7.63M - $7.65M
|
76K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.5K+ 1496.24% |
$7.47M - $7.5M
|
79.4K
$7.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
72.2K+ 41.31% |
$7.24M - $7.27M
|
247K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
71.6K+ 626.16% |
$7.19M - $7.21M
|
83.1K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
71.2K+ 13.26% |
$7.15M - $7.17M
|
609K
$61.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
70.2K+ 369.98% |
$7.05M - $7.07M
|
89.2K
$8.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
69.3K+ 332.39% |
$6.95M - $6.98M
|
90.1K
$9.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
68.7K+ 111.27% |
$6.89M - $6.92M
|
130K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.1K+ 19.92% |
$6.83M - $6.86M
|
410K
$41.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
67KNew |
$6.72M - $6.75M
|
67K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
BUY
|
- |
65.1K+ 13.39% |
$6.53M - $6.55M
|
551K
$55.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63.9K+ 132.46% |
$6.41M - $6.43M
|
112K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
63.4KNew |
$6.37M - $6.39M
|
63.4K
$6.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
63K+ 7.24% |
$6.32M - $6.34M
|
933K
$93.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
59.9KNew |
$6.01M - $6.03M
|
59.9K
$6.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
58.8KNew |
$5.9M - $5.92M
|
58.8K
$5.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
57.5K+ 26.36% |
$5.77M - $5.79M
|
276K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56.7K+ 37.71% |
$5.69M - $5.71M
|
207K
$20.8M
|