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 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
890+ 8.85% |
$89.3K - $89.6K
|
10.9K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
710+ 7.57% |
$71.2K - $71.5K
|
10.1K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
676+ 22.32% |
$67.8K - $68.1K
|
3.71K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
420+ 14.0% |
$42.1K - $42.3K
|
3.42K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400New |
$40.1K - $40.3K
|
400
$40.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
304+ 2.76% |
$30.5K - $30.6K
|
11.3K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
176+ 1.04% |
$17.7K - $17.7K
|
17.1K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
82+ 1.04% |
$8.23K - $8.26K
|
7.99K
$802K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
81New |
$8.13K - $8.16K
|
81
$8.13K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.04% |
$4.11K - $4.13K
|
3.98K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39New |
$3.91K - $3.93K
|
39
$3.91K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.0% |
$803 - $806
|
807
$81K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3+ 0.8% |
$301 - $302
|
376
$37.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 0.83% |
$702 - $705
|
836
$83.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-47- 2.86% |
$4.72K - $4.73K
|
1.6K
$160K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-188- 5.77% |
$18.9K - $18.9K
|
3.07K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-289- 9.44% |
$29K - $29.1K
|
2.77K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-380- 6.52% |
$38.1K - $38.3K
|
5.45K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-381- 17.87% |
$38.2K - $38.4K
|
1.75K
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-481- 0.47% |
$48.3K - $48.4K
|
102K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-682- 22.35% |
$68.4K - $68.7K
|
2.37K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-726- 3.78% |
$72.9K - $73.1K
|
18.5K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-769- 21.01% |
$77.2K - $77.4K
|
2.89K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-831- 17.27% |
$83.4K - $83.7K
|
3.98K
$399K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-895- 7.72% |
$89.8K - $90.1K
|
10.7K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 18.84% |
$110K - $110K
|
4.7K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.14K- 33.07% |
$115K - $115K
|
2.31K
$232K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.17K- 12.61% |
$117K - $118K
|
8.11K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.27K- 7.15% |
$127K - $128K
|
16.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.7K- 12.97% |
$171K - $171K
|
11.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-3.16K- 6.63% |
$317K - $318K
|
44.5K
$4.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.26K- 6.08% |
$327K - $328K
|
50.4K
$5.06M
|
|
|
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 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-9.29K- 6.82% |
$932K - $935K
|
127K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.7K- 57.21% |
$1.17M - $1.18M
|
8.74K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-14.7K- 16.53% |
$1.48M - $1.48M
|
74.4K
$7.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-21.1K- 19.07% |
$2.12M - $2.13M
|
89.7K
$9M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-43.8K- 95.14% |
$4.39M - $4.41M
|
2.24K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-44.9K- 18.46% |
$4.51M - $4.53M
|
199K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50.8K- 16.59% |
$5.09M - $5.11M
|
255K
$25.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-80.6K- 96.77% |
$8.09M - $8.12M
|
2.69K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-174K- 85.68% |
$17.5M - $17.5M
|
29.1K
$2.92M
|