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 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
8.37K+ 69.89% |
$840K - $843K
|
20.4K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.23K+ 54.33% |
$826K - $829K
|
23.4K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
7.84KNew |
$787K - $790K
|
7.84K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.83K+ 7.74% |
$785K - $788K
|
109K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.76K+ 197.08% |
$779K - $782K
|
11.7K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.71KNew |
$774K - $777K
|
7.71K
$775K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.67K+ 6.88% |
$769K - $772K
|
119K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.61K+ 53.39% |
$763K - $766K
|
21.9K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.6K+ 123.46% |
$762K - $765K
|
13.7K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.5K+ 71.22% |
$752K - $755K
|
18K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.45K+ 8.09% |
$748K - $750K
|
99.5K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.35K+ 17.62% |
$738K - $740K
|
49.1K
$4.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
7.05KNew |
$707K - $710K
|
7.05K
$709K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7K+ 35.4% |
$703K - $705K
|
26.8K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.95K+ 8.29% |
$698K - $700K
|
90.8K
$9.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.83K+ 75.68% |
$685K - $688K
|
15.9K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.74KNew |
$677K - $679K
|
6.74K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
6.69K+ 56.76% |
$672K - $674K
|
18.5K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.66K+ 98.03% |
$669K - $671K
|
13.5K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.64K+ 4.7% |
$666K - $668K
|
148K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.6K+ 23.9% |
$663K - $665K
|
34.2K
$3.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.57K+ 8.66% |
$659K - $661K
|
82.4K
$8.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
6.56K+ 10.12% |
$658K - $660K
|
71.4K
$7.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.53K+ 24.48% |
$655K - $658K
|
33.2K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.52KNew |
$654K - $656K
|
6.52K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.45KNew |
$647K - $649K
|
6.45K
$648K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.32K+ 14.89% |
$634K - $636K
|
48.7K
$4.9M
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
6.31K+ 15.08% |
$633K - $635K
|
48.1K
$4.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6.3K+ 3.16% |
$632K - $635K
|
206K
$20.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.27KNew |
$629K - $631K
|
6.27K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.94K+ 43.94% |
$596K - $599K
|
19.5K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$591K - $593K
|
5.89K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.88K+ 84.64% |
$590K - $592K
|
12.8K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5.88K+ 141.83% |
$590K - $592K
|
10K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.85K+ 67.24% |
$587K - $589K
|
14.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.77K+ 8.69% |
$579K - $581K
|
72.1K
$7.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.75K+ 172.87% |
$577K - $579K
|
9.08K
$913K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.75KNew |
$577K - $579K
|
5.75K
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.66K+ 56.78% |
$568K - $570K
|
15.6K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.59K+ 21.9% |
$561K - $563K
|
31.1K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.46K+ 8.52% |
$548K - $550K
|
69.6K
$6.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.4K+ 106.53% |
$542K - $544K
|
10.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
5.33KNew |
$534K - $536K
|
5.33K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.24K+ 7.12% |
$526K - $528K
|
78.8K
$7.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.23K+ 107.08% |
$525K - $527K
|
10.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 1.34% |
$524K - $526K
|
394K
$39.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.22K+ 3.47% |
$524K - $526K
|
156K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
5.22K+ 16.03% |
$523K - $525K
|
37.8K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
5.07KNew |
$509K - $510K
|
5.07K
$510K
|