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 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
421New |
$9.37K - $9.68K
|
421
$9.65K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
328+ 1.32% |
$7.3K - $7.54K
|
25.1K
$575K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 249.37% |
$4.38K - $4.53K
|
276
$6.33K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
193+ 2.13% |
$4.29K - $4.44K
|
9.24K
$212K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
152+ 1.06% |
$3.38K - $3.5K
|
14.5K
$333K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
148+ 592.0% |
$3.29K - $3.4K
|
173
$3.97K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
137+ 0.76% |
$3.05K - $3.15K
|
18.1K
$414K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
120+ 0.27% |
$2.67K - $2.76K
|
44.7K
$1.02M
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
115+ 0.54% |
$2.56K - $2.65K
|
21.5K
$494K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
109+ 0.32% |
$2.43K - $2.51K
|
34K
$779K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
106New |
$2.36K - $2.44K
|
106
$2.43K
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
102New |
$2.27K - $2.35K
|
102
$2.34K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
56+ 3.79% |
$1.25K - $1.29K
|
1.53K
$35.1K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 6.67% |
$445 - $460
|
320
$7.33K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
16+ 0.11% |
$356 - $368
|
14.3K
$328K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$334 - $345
|
15
$344
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.05% |
$267 - $276
|
22.2K
$509K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$44.5 - $46
|
242
$5.55K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.33% |
$22.3 - $23
|
76
$1.74K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 0.01% |
$22.3 - $23
|
12.6K
$288K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 23.08% |
$267 - $276
|
40
$917
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14- 0.02% |
$312 - $322
|
80.8K
$1.85M
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-18- 0.12% |
$401 - $414
|
14.5K
$331K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 1.6% |
$579 - $598
|
1.6K
$36.7K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40- 0.42% |
$890 - $920
|
9.48K
$217K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-70- 0.18% |
$1.56K - $1.61K
|
38.7K
$887K
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-231- 4.0% |
$5.14K - $5.31K
|
5.55K
$127K
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-273- 1.14% |
$6.07K - $6.28K
|
23.7K
$544K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-304- 2.38% |
$6.76K - $6.99K
|
12.5K
$286K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-383- 3.12% |
$8.52K - $8.81K
|
11.9K
$273K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-409- 2.65% |
$9.1K - $9.41K
|
15.1K
$345K
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-541- 2.09% |
$12K - $12.4K
|
25.4K
$582K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-558- 2.68% |
$12.4K - $12.8K
|
20.3K
$465K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-692- 9.8% |
$15.4K - $15.9K
|
6.37K
$146K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-692- 3.78% |
$15.4K - $15.9K
|
17.6K
$404K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-890- 64.49% |
$19.8K - $20.5K
|
490
$11.2K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-993- 7.68% |
$22.1K - $22.8K
|
11.9K
$274K
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.02K- 1.65% |
$22.7K - $23.4K
|
60.7K
$1.39M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.03K- 1.4% |
$22.8K - $23.6K
|
72.4K
$1.66M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.25K- 3.09% |
$27.8K - $28.8K
|
39.3K
$901K
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.38K- 13.46% |
$30.8K - $31.8K
|
8.9K
$204K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.39K- 0.8% |
$31K - $32K
|
172K
$3.95M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$35.8K - $37.1K
|
37.2K
$853K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.74K- 43.16% |
$38.8K - $40.1K
|
2.3K
$52.6K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.76K- 3.38% |
$39.1K - $40.5K
|
50.2K
$1.15M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.83K- 15.85% |
$40.7K - $42K
|
9.7K
$222K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.12K- 10.19% |
$47.2K - $48.8K
|
18.7K
$428K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.25K- 4.85% |
$50.1K - $51.8K
|
44.2K
$1.01M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 1.21% |
$50.7K - $52.4K
|
186K
$4.27M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.65K- 1.3% |
$59K - $61K
|
202K
$4.63M
|