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 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
25.3KNew |
$2.54M - $2.55M
|
25.3K
$2.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25K+ 441.01% |
$2.51M - $2.52M
|
30.6K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24.8K+ 688.41% |
$2.49M - $2.5M
|
28.4K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
24.8K+ 19.98% |
$2.49M - $2.5M
|
149K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24.6K+ 54.68% |
$2.46M - $2.47M
|
69.5K
$6.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 8.93% |
$2.46M - $2.47M
|
299K
$30M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
24.4K+ 20.94% |
$2.44M - $2.45M
|
141K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
24.1KNew |
$2.42M - $2.43M
|
24.1K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.1K+ 2.84% |
$2.41M - $2.42M
|
870K
$87.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
24KNew |
$2.41M - $2.42M
|
24K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22.9K+ 21.18% |
$2.3M - $2.31M
|
131K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22.9KNew |
$2.3M - $2.3M
|
22.9K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
22.5K+ 11.07% |
$2.25M - $2.26M
|
225K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
22.4K+ 55.16% |
$2.25M - $2.26M
|
63.1K
$6.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
22.4K+ 16.55% |
$2.25M - $2.26M
|
158K
$15.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
22.3K+ 7.25% |
$2.24M - $2.25M
|
331K
$33.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.1K+ 23.89% |
$2.22M - $2.22M
|
115K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
22K+ 100.59% |
$2.21M - $2.22M
|
43.9K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.2K+ 104.59% |
$2.13M - $2.13M
|
41.4K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21K+ 482.65% |
$2.11M - $2.12M
|
25.4K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20.7K+ 18.21% |
$2.08M - $2.09M
|
135K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 249.15% |
$2.05M - $2.06M
|
28.6K
$2.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.1K+ 679.46% |
$2.02M - $2.03M
|
23.1K
$2.32M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 396.89% |
$1.99M - $1.99M
|
24.8K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.8K+ 145.24% |
$1.99M - $1.99M
|
33.4K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.8K+ 169.99% |
$1.98M - $1.99M
|
31.4K
$3.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.2K+ 24.66% |
$1.92M - $1.93M
|
96.8K
$9.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
18.9KNew |
$1.9M - $1.91M
|
18.9K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
18.8K+ 23.07% |
$1.88M - $1.89M
|
100K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
18.7KNew |
$1.88M - $1.89M
|
18.7K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
18.7KNew |
$1.87M - $1.88M
|
18.7K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.5K+ 18.55% |
$1.86M - $1.87M
|
118K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
18.3KNew |
$1.84M - $1.85M
|
18.3K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18.3KNew |
$1.84M - $1.85M
|
18.3K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
17.9K+ 221.55% |
$1.79M - $1.8M
|
26K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
17.2K+ 192.45% |
$1.73M - $1.73M
|
26.2K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
17.2K+ 7.91% |
$1.72M - $1.73M
|
234K
$23.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16.9K+ 272.96% |
$1.7M - $1.7M
|
23.1K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 63.25% |
$1.66M - $1.67M
|
42.8K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.4K+ 4.82% |
$1.65M - $1.65M
|
356K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
16.2K+ 5.21% |
$1.63M - $1.63M
|
328K
$32.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
15.6K+ 10.22% |
$1.57M - $1.57M
|
168K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.4K+ 26.44% |
$1.54M - $1.55M
|
73.5K
$7.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2K+ 332.82% |
$1.53M - $1.53M
|
19.8K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
15.1K+ 218.5% |
$1.51M - $1.52M
|
21.9K
$2.21M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
14.8KNew |
$1.48M - $1.49M
|
14.8K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$1.47M - $1.48M
|
14.7K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
14.2K+ 28.88% |
$1.43M - $1.43M
|
63.5K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.8K+ 278.03% |
$1.39M - $1.39M
|
18.8K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.6K+ 55.12% |
$1.37M - $1.37M
|
38.3K
$3.85M
|