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 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 1947.37% |
$297K - $298K
|
3.11K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.96K+ 3.12% |
$297K - $298K
|
98K
$9.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.84K+ 2.98% |
$285K - $286K
|
97.9K
$9.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 21.61% |
$284K - $285K
|
15.9K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.8K+ 6.57% |
$281K - $282K
|
45.4K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.77K+ 42.02% |
$278K - $279K
|
9.36K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.73K+ 87.81% |
$274K - $275K
|
5.84K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 311.26% |
$272K - $273K
|
3.58K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.71K+ 7.07% |
$272K - $273K
|
41K
$4.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$272K - $273K
|
2.71K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.62KNew |
$263K - $264K
|
2.62K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.61K+ 16.05% |
$262K - $263K
|
18.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.58K+ 14.88% |
$259K - $260K
|
19.9K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.5K+ 18.32% |
$251K - $252K
|
16.2K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.48KNew |
$249K - $250K
|
2.48K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.47KNew |
$248K - $249K
|
2.47K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 123.02% |
$247K - $248K
|
4.46K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
2.45KNew |
$246K - $247K
|
2.45K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 4.3% |
$242K - $243K
|
58.4K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.41KNew |
$242K - $243K
|
2.41K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.4K+ 89.89% |
$241K - $242K
|
5.07K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
2.33K+ 22.39% |
$234K - $234K
|
12.7K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 3.59% |
$232K - $233K
|
66.6K
$6.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.31K+ 5.09% |
$232K - $232K
|
47.6K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 18.51% |
$225K - $226K
|
14.4K
$1.44M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.22KNew |
$223K - $224K
|
2.22K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.22KNew |
$223K - $223K
|
2.22K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.17K+ 12.18% |
$218K - $219K
|
20K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.13K+ 7.7% |
$214K - $215K
|
29.8K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.13KNew |
$213K - $214K
|
2.13K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.09K+ 13.8% |
$210K - $211K
|
17.2K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.08KNew |
$209K - $210K
|
2.08K
$209K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.07KNew |
$208K - $209K
|
2.07K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.06K+ 7.66% |
$207K - $208K
|
29K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.02KNew |
$203K - $204K
|
2.02K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2KNew |
$201K - $201K
|
2K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.99KNew |
$199K - $200K
|
1.99K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.96K+ 6.17% |
$196K - $197K
|
33.7K
$3.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.94K+ 26.24% |
$195K - $195K
|
9.34K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 19.22% |
$185K - $186K
|
11.4K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84K+ 82.73% |
$185K - $185K
|
4.06K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.83K+ 9.67% |
$183K - $184K
|
20.7K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76K+ 20.75% |
$177K - $178K
|
10.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.67K+ 6.57% |
$168K - $168K
|
27.1K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.58K+ 0.84% |
$159K - $160K
|
190K
$19.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.53K+ 82.44% |
$154K - $154K
|
3.39K
$340K
|