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
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
56.1KNew |
$5.63M - $5.65M
|
56.1K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.3K+ 7.89% |
$5.44M - $5.46M
|
742K
$74.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
54K+ 64.34% |
$5.42M - $5.44M
|
138K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
52.7KNew |
$5.29M - $5.31M
|
52.7K
$5.3M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
51.6K+ 22.33% |
$5.18M - $5.2M
|
283K
$28.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
51.2K+ 74.87% |
$5.13M - $5.15M
|
119K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
50.5K+ 2.98% |
$5.06M - $5.08M
|
1.74M
$175M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
50KNew |
$5.02M - $5.03M
|
50K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
48.6K+ 747.34% |
$4.88M - $4.9M
|
55.1K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
47.7K+ 71.24% |
$4.79M - $4.81M
|
115K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
46KNew |
$4.62M - $4.63M
|
46K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
44.9K+ 70.79% |
$4.5M - $4.52M
|
108K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
43K+ 104.98% |
$4.31M - $4.33M
|
83.9K
$8.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
42.8K+ 84.53% |
$4.3M - $4.31M
|
93.5K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.2K+ 309.33% |
$4.24M - $4.25M
|
55.9K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.2K+ 17.68% |
$4.23M - $4.25M
|
281K
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
42.1KNew |
$4.22M - $4.24M
|
42.1K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.7K+ 71.41% |
$4.18M - $4.2M
|
100K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
41.5K+ 90.13% |
$4.16M - $4.18M
|
87.5K
$8.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
41.1K+ 17.67% |
$4.12M - $4.14M
|
274K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 78.23% |
$4.1M - $4.12M
|
93.2K
$9.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
40.5K+ 166.52% |
$4.07M - $4.08M
|
64.9K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.5K+ 16.89% |
$4.06M - $4.07M
|
280K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
40.2KNew |
$4.03M - $4.05M
|
40.2K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39.8K+ 4.06% |
$3.99M - $4.01M
|
1.02M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35.5K+ 100.33% |
$3.56M - $3.58M
|
70.9K
$7.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35.1KNew |
$3.52M - $3.53M
|
35.1K
$3.52M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
34.6KNew |
$3.47M - $3.48M
|
34.6K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
34K+ 68.5% |
$3.42M - $3.43M
|
83.7K
$8.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.9K+ 11.4% |
$3.4M - $3.41M
|
331K
$33.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.6KNew |
$3.37M - $3.38M
|
33.6K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.2K+ 23.77% |
$3.33M - $3.34M
|
173K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32.9KNew |
$3.3M - $3.31M
|
32.9K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30.4K+ 34.77% |
$3.05M - $3.07M
|
118K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30K+ 143.59% |
$3.02M - $3.03M
|
51K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30K+ 27.29% |
$3.01M - $3.02M
|
140K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
29.7KNew |
$2.98M - $2.99M
|
29.7K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
29.5K+ 987.0% |
$2.96M - $2.97M
|
32.4K
$3.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
29.3K+ 49.28% |
$2.94M - $2.95M
|
88.9K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
29.1K+ 154.83% |
$2.92M - $2.93M
|
47.9K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
28.8K+ 81.42% |
$2.89M - $2.9M
|
64.2K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
28.6K+ 120.09% |
$2.87M - $2.88M
|
52.5K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28.6K+ 23.95% |
$2.87M - $2.88M
|
148K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
26.6K+ 54.67% |
$2.67M - $2.68M
|
75.4K
$7.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26.6K+ 63.67% |
$2.67M - $2.68M
|
68.4K
$6.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
26.5KNew |
$2.66M - $2.67M
|
26.5K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$2.64M - $2.65M
|
26.3K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7K+ 3.18% |
$2.58M - $2.59M
|
834K
$83.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.7K+ 58.09% |
$2.58M - $2.59M
|
70K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
25.4K+ 58.84% |
$2.54M - $2.55M
|
68.5K
$6.88M
|