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 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06K+ 126.35% |
$508K - $509K
|
9.06K
$911K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.01KNew |
$503K - $505K
|
5.01K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5K+ 30.31% |
$501K - $503K
|
21.5K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.99K+ 27.42% |
$501K - $503K
|
23.2K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$501K - $503K
|
4.99K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.92KNew |
$493K - $495K
|
4.92K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.9KNew |
$492K - $494K
|
4.9K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.83KNew |
$485K - $487K
|
4.83K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$479K - $481K
|
4.77K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.56K+ 37.06% |
$457K - $459K
|
16.9K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 7.28% |
$455K - $456K
|
66.8K
$6.71M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.48KNew |
$450K - $451K
|
4.48K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.47K+ 4.5% |
$449K - $450K
|
104K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.4KNew |
$442K - $443K
|
4.4K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.35KNew |
$436K - $438K
|
4.35K
$437K
|
|
|
Aug 18, 2025
Q2 2025
|
Spg Advisors LLC
Kirkland, WA |
BUY
|
- |
4.35KNew |
$436K - $438K
|
4.35K
$437K
|
|
|
Jul 31, 2025
Q2 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
4.31K+ 29.91% |
$433K - $434K
|
18.7K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.22K+ 4.98% |
$423K - $425K
|
88.9K
$8.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.14K+ 11.0% |
$415K - $416K
|
41.7K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.12K+ 53.23% |
$414K - $415K
|
11.9K
$1.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.08KNew |
$409K - $411K
|
4.08K
$410K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.07KNew |
$408K - $409K
|
4.07K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 19.13% |
$407K - $408K
|
25.3K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.01KNew |
$402K - $404K
|
4.01K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.99K+ 131.58% |
$400K - $402K
|
7.02K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.98K+ 3.02% |
$400K - $401K
|
136K
$13.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.91K+ 87.77% |
$392K - $394K
|
8.37K
$841K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.91K+ 68.41% |
$392K - $394K
|
9.62K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.81K+ 51.39% |
$383K - $384K
|
11.2K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
3.8KNew |
$381K - $383K
|
3.8K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.79K+ 61.87% |
$381K - $382K
|
9.93K
$998K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.78K+ 13.01% |
$379K - $380K
|
32.8K
$3.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.76K+ 58.64% |
$378K - $379K
|
10.2K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.74KNew |
$376K - $377K
|
3.74K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.69KNew |
$370K - $372K
|
3.69K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.47K+ 12.62% |
$348K - $349K
|
30.9K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.39KNew |
$341K - $342K
|
3.39K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.39KNew |
$340K - $341K
|
3.39K
$340K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.24K+ 130.56% |
$325K - $327K
|
5.73K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.2KNew |
$321K - $322K
|
3.2K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.17K+ 3.91% |
$318K - $319K
|
84.2K
$8.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.15K+ 65.23% |
$316K - $317K
|
7.98K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.1K+ 16.48% |
$311K - $313K
|
21.9K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
3.08K+ 38.3% |
$309K - $310K
|
11.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.06KNew |
$307K - $308K
|
3.06K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
3.04K+ 1.89% |
$305K - $306K
|
164K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.02K+ 2.0% |
$303K - $304K
|
154K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.02K+ 7.47% |
$303K - $304K
|
43.4K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
3KNew |
$301K - $302K
|
3K
$302K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.97KNew |
$298K - $299K
|
2.97K
$299K
|