Purchases and Sales Made in Q1 2025 in Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES U.S. TREASURY BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.13M+ 3198.48% |
$69.5M - $71.9M
|
3.22M
$73.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.02M+ 9.34% |
$44.9M - $46.4M
|
23.6M
$542M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
992K+ 584.74% |
$22.1M - $22.8M
|
1.16M
$26.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
593K+ 45.43% |
$13.2M - $13.6M
|
1.9M
$43.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
297KNew |
$6.61M - $6.83M
|
297K
$6.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
237K+ 8.6% |
$5.28M - $5.46M
|
3M
$68.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
130K+ 6.08% |
$2.9M - $3M
|
2.28M
$52.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
124K+ 7.24% |
$2.76M - $2.85M
|
1.84M
$42.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
119K+ 26.02% |
$2.64M - $2.73M
|
575K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
116KNew |
$2.59M - $2.67M
|
116K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
103KNew |
$2.3M - $2.38M
|
103K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
94K+ 80.05% |
$2.09M - $2.16M
|
211K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87.6K+ 21.63% |
$1.95M - $2.01M
|
493K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
83.3K+ 312.98% |
$1.85M - $1.92M
|
110K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.8K+ 10.07% |
$1.8M - $1.86M
|
883K
$20.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
78KNew |
$1.73M - $1.79M
|
78K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.1K+ 21.27% |
$1.58M - $1.64M
|
406K
$9.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52.8K+ 8.06% |
$1.17M - $1.21M
|
708K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
51.5K+ 503.32% |
$1.15M - $1.18M
|
61.7K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
45.2K+ 130.09% |
$1.01M - $1.04M
|
79.9K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
43.5K+ 11.29% |
$968K - $1M
|
429K
$9.83M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
42.4K+ 107.88% |
$944K - $975K
|
81.7K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
40.2K+ 28.71% |
$894K - $924K
|
180K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.7KNew |
$751K - $776K
|
33.7K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
33.4KNew |
$742K - $767K
|
33.4K
$765K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32.9K+ 27.74% |
$732K - $757K
|
151K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
31.6K+ 121.64% |
$704K - $728K
|
57.6K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
31.2K+ 85.24% |
$693K - $717K
|
67.7K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
30.3K+ 3.01% |
$674K - $697K
|
1.04M
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.2K+ 170.5% |
$672K - $695K
|
47.9K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
29K+ 8.64% |
$644K - $666K
|
364K
$8.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
27.1K+ 9.95% |
$602K - $622K
|
299K
$6.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26K+ 10.96% |
$579K - $598K
|
263K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$524K - $541K
|
23.5K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20.9K+ 631.45% |
$464K - $480K
|
24.2K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.5KNew |
$455K - $470K
|
20.5K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.6K+ 24.34% |
$370K - $383K
|
85K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16.6KNew |
$370K - $382K
|
16.6K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.4K+ 5.86% |
$343K - $354K
|
278K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4K+ 58.95% |
$321K - $332K
|
38.9K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.6KNew |
$303K - $313K
|
13.6K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 7.71% |
$299K - $309K
|
188K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$283K - $292K
|
12.7K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
12.5K+ 10.67% |
$278K - $287K
|
130K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
12.3K+ 2.03% |
$274K - $284K
|
619K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.5K+ 14.91% |
$255K - $264K
|
88.4K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
10.5KNew |
$234K - $242K
|
10.5K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 1.1% |
$229K - $237K
|
949K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 5.31% |
$224K - $232K
|
200K
$4.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.64K+ 14.1% |
$214K - $222K
|
78K
$1.79M
|