Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
375KNew |
$37.7M - $37.8M
|
375K
$37.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
246K+ 13.06% |
$24.6M - $24.7M
|
2.13M
$214M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
237K+ 155.8% |
$23.8M - $23.9M
|
389K
$39.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
203KNew |
$20.4M - $20.5M
|
203K
$20.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
184K+ 47.93% |
$18.5M - $18.6M
|
569K
$57.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
144KNew |
$14.4M - $14.5M
|
144K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
122KNew |
$12.3M - $12.3M
|
122K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
76.9K+ 90.95% |
$7.72M - $7.75M
|
161K
$16.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
62.9KNew |
$6.31M - $6.34M
|
62.9K
$6.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
48.3K+ 45.61% |
$4.85M - $4.86M
|
154K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
43.6K+ 73.51% |
$4.38M - $4.4M
|
103K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
43.2KNew |
$4.33M - $4.35M
|
43.2K
$4.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
42.1K+ 3644.38% |
$4.23M - $4.24M
|
43.3K
$4.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
41.8KNew |
$4.2M - $4.21M
|
41.8K
$4.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
39.4K+ 89.52% |
$3.95M - $3.97M
|
83.4K
$8.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
37.2K+ 12.61% |
$3.74M - $3.75M
|
333K
$33.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 17.97% |
$3.12M - $3.13M
|
204K
$20.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.8KNew |
$2.39M - $2.4M
|
23.8K
$2.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21K+ 14.9% |
$2.11M - $2.11M
|
162K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
19.5K+ 4.17% |
$1.96M - $1.97M
|
488K
$49.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
18.9KNew |
$1.89M - $1.9M
|
18.9K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.5K+ 120.32% |
$1.45M - $1.46M
|
26.5K
$2.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.7K+ 184.54% |
$1.27M - $1.27M
|
19.5K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.3K+ 29.68% |
$1.24M - $1.24M
|
53.9K
$5.42M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 15.1% |
$1.21M - $1.21M
|
91.8K
$9.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2K+ 502.15% |
$1.13M - $1.13M
|
13.4K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10.9KNew |
$1.1M - $1.1M
|
10.9K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$1M - $1.01M
|
10K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
9.17K+ 20.36% |
$920K - $924K
|
54.2K
$5.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.93KNew |
$897K - $900K
|
8.93K
$898K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.59K+ 7.55% |
$862K - $865K
|
122K
$12.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
7.75KNew |
$778K - $781K
|
7.75K
$779K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.68K+ 26.95% |
$771K - $773K
|
36.2K
$3.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.62K+ 13.63% |
$764K - $767K
|
63.5K
$6.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.5K+ 30.99% |
$753K - $756K
|
31.7K
$3.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$700K - $703K
|
6.98K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.43K+ 30.32% |
$645K - $647K
|
27.6K
$2.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.99KNew |
$601K - $603K
|
5.99K
$602K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.9KNew |
$592K - $594K
|
5.9K
$593K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.57K+ 43.56% |
$458K - $460K
|
15K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4.07K+ 113.22% |
$408K - $410K
|
7.66K
$770K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.01K+ 250.53% |
$402K - $403K
|
5.61K
$563K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.79KNew |
$380K - $381K
|
3.79K
$381K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.57KNew |
$359K - $360K
|
3.57K
$359K
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
3.48KNew |
$349K - $350K
|
3.48K
$349K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.41KNew |
$342K - $343K
|
3.41K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.29KNew |
$330K - $331K
|
3.29K
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
3.29KNew |
$330K - $331K
|
3.29K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.25K+ 5.53% |
$326K - $327K
|
61.9K
$6.22M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.94K+ 107.72% |
$295K - $296K
|
5.68K
$571K
|
|