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 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
1.77MNew |
$178M - $178M
|
1.77M
$178M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
439K+ 1074.7% |
$44.1M - $44.3M
|
480K
$48.3M
|
|
|
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 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
171K+ 88.01% |
$17.2M - $17.3M
|
366K
$36.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
158K+ 171.69% |
$15.9M - $16M
|
251K
$25.2M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.2K+ 8.8% |
$8.55M - $8.58M
|
1.05M
$106M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
76.9K+ 90.95% |
$7.72M - $7.75M
|
161K
$16.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.2K+ 12.78% |
$7.65M - $7.67M
|
672K
$67.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
65.9K+ 55.92% |
$6.61M - $6.64M
|
184K
$18.5M
|
|
|
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 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
46.5K+ 6.3% |
$4.66M - $4.68M
|
784K
$78.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
44.5KNew |
$4.46M - $4.48M
|
44.5K
$4.47M
|
|
|
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 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
39.3KNew |
$3.94M - $3.96M
|
39.3K
$3.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.5KNew |
$3.77M - $3.78M
|
37.5K
$3.77M
|
|
|
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 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26.7K+ 81.34% |
$2.68M - $2.69M
|
59.4K
$5.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
25.1K+ 17.77% |
$2.52M - $2.52M
|
166K
$16.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
24.8K+ 19.7% |
$2.49M - $2.5M
|
151K
$15.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 134.72% |
$2.45M - $2.46M
|
42.6K
$4.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
23.8KNew |
$2.39M - $2.4M
|
23.8K
$2.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23.7K+ 517.1% |
$2.38M - $2.39M
|
28.3K
$2.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
23.6K+ 86.21% |
$2.37M - $2.38M
|
51K
$5.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21K+ 14.9% |
$2.11M - $2.11M
|
162K
$16.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20.7KNew |
$2.07M - $2.08M
|
20.7K
$2.08M
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
18.3K+ 49.72% |
$1.84M - $1.85M
|
55.2K
$5.55M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
18.2K+ 95.96% |
$1.83M - $1.83M
|
37.2K
$3.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
17.2KNew |
$1.73M - $1.73M
|
17.2K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 14.55% |
$1.56M - $1.57M
|
123K
$12.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
15.5K+ 599.34% |
$1.56M - $1.56M
|
18.1K
$1.82M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.7K+ 79.49% |
$1.48M - $1.48M
|
33.2K
$3.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.5K+ 120.32% |
$1.45M - $1.46M
|
26.5K
$2.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13.7KNew |
$1.38M - $1.38M
|
13.7K
$1.38M
|
|
|
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 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.5K+ 17.97% |
$1.26M - $1.26M
|
82.4K
$8.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.3K+ 29.68% |
$1.24M - $1.24M
|
53.9K
$5.42M
|
|