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 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.52K+ 47.02% |
$152K - $153K
|
4.74K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.5KNew |
$151K - $151K
|
1.5K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 0.77% |
$145K - $145K
|
188K
$18.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.39K+ 23.62% |
$140K - $140K
|
7.3K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37K+ 12.65% |
$138K - $138K
|
12.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.34K+ 40.88% |
$135K - $135K
|
4.62K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 102.34% |
$127K - $128K
|
2.51K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.22K+ 4.36% |
$123K - $123K
|
29.3K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 33.49% |
$119K - $120K
|
4.74K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$119K - $119K
|
1.18K
$119K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.17K+ 25.98% |
$117K - $118K
|
5.67K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.15K+ 10.45% |
$115K - $115K
|
12.1K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 2.43% |
$108K - $108K
|
45.4K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.06K+ 21.28% |
$106K - $106K
|
6.03K
$606K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.05K+ 20.78% |
$105K - $106K
|
6.1K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.03K+ 3.77% |
$103K - $104K
|
28.4K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.01K+ 23.69% |
$102K - $102K
|
5.28K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
962+ 41.38% |
$96.5K - $96.9K
|
3.29K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
949+ 3.83% |
$95.2K - $95.6K
|
25.7K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
923+ 13.97% |
$92.6K - $93K
|
7.53K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
898+ 36.15% |
$90.1K - $90.4K
|
3.38K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
896+ 27.45% |
$89.9K - $90.2K
|
4.16K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
890+ 8.85% |
$89.3K - $89.6K
|
10.9K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
862+ 25.56% |
$86.5K - $86.8K
|
4.23K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
859+ 1.32% |
$86.2K - $86.5K
|
66K
$6.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
847+ 17.44% |
$85K - $85.3K
|
5.71K
$574K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
810+ 37.1% |
$81.3K - $81.6K
|
2.99K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
800+ 36.36% |
$80.3K - $80.6K
|
3K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
795+ 15.67% |
$79.8K - $80.1K
|
5.87K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
794+ 35.04% |
$79.7K - $80K
|
3.06K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
772+ 4.08% |
$77.5K - $77.7K
|
19.7K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 28.6% |
$73.9K - $74.1K
|
3.31K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
720+ 28.3% |
$72.3K - $72.5K
|
3.26K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
719+ 27.85% |
$72.2K - $72.4K
|
3.3K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
717New |
$72K - $72.2K
|
717
$72.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
710+ 7.57% |
$71.2K - $71.5K
|
10.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
698New |
$70K - $70.3K
|
698
$70.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
676+ 22.32% |
$67.8K - $68.1K
|
3.71K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
650+ 8.27% |
$65.2K - $65.5K
|
8.51K
$856K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
612+ 13.5% |
$61.4K - $61.6K
|
5.14K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
579+ 3.39% |
$58.1K - $58.3K
|
17.6K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
562New |
$56.4K - $56.6K
|
562
$56.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
540+ 15.12% |
$54.2K - $54.4K
|
4.11K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
535+ 5.29% |
$53.7K - $53.9K
|
10.7K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
517+ 5.7% |
$51.9K - $52.1K
|
9.59K
$964K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 396.83% |
$50.2K - $50.4K
|
626
$62.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
461+ 4.47% |
$46.3K - $46.4K
|
10.8K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
442+ 10.08% |
$44.4K - $44.5K
|
4.83K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
420+ 14.0% |
$42.1K - $42.3K
|
3.42K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
418+ 19.58% |
$41.9K - $42.1K
|
2.55K
$257K
|