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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.87K- 19.66% |
$63.7K - $65.9K
|
11.7K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.89K- 6.23% |
$64.3K - $66.4K
|
43.5K
$997K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.96K- 4.29% |
$65.9K - $68.1K
|
66K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3.35K- 25.36% |
$74.6K - $77.1K
|
9.87K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.5K- 3.84% |
$77.9K - $80.5K
|
87.7K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.55K- 15.31% |
$79K - $81.7K
|
19.6K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.69K- 24.9% |
$82.1K - $84.8K
|
11.1K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.76K- 3.74% |
$83.7K - $86.5K
|
96.7K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.32K- 19.85% |
$96.1K - $99.4K
|
17.4K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.33K- 11.2% |
$96.3K - $99.5K
|
34.3K
$786K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.65K- 90.96% |
$103K - $107K
|
462
$10.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.68K- 32.05% |
$104K - $108K
|
9.92K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 7.11% |
$106K - $110K
|
62.2K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.84K- 0.47% |
$108K - $111K
|
1.02M
$23.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.22K- 2.71% |
$116K - $120K
|
188K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.43K- 3.62% |
$121K - $125K
|
145K
$3.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.84K- 11.38% |
$174K - $180K
|
61K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-7.97K- 29.75% |
$177K - $183K
|
18.8K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8.07K- 7.43% |
$180K - $186K
|
100K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.33K- 1.81% |
$208K - $215K
|
507K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.5K- 5.31% |
$233K - $241K
|
187K
$4.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11K- 47.78% |
$245K - $253K
|
12K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.9K- 53.03% |
$264K - $273K
|
10.5K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.9K- 53.25% |
$286K - $296K
|
11.3K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13K- 17.3% |
$290K - $300K
|
62.3K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-13.5K- 3.34% |
$300K - $310K
|
391K
$8.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-14.1K- 3.24% |
$314K - $325K
|
422K
$9.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14.7K- 11.2% |
$327K - $338K
|
117K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-16K- 41.13% |
$355K - $367K
|
22.9K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-17.4K- 7.32% |
$387K - $400K
|
220K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-27.9K- 2.41% |
$621K - $642K
|
1.13M
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-30.8K- 98.98% |
$686K - $709K
|
319
$7.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-33.3K- 25.03% |
$741K - $766K
|
99.7K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37.7K- 48.52% |
$839K - $867K
|
40K
$917K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-39.7K- 29.38% |
$884K - $914K
|
95.5K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-40.5K- 2.4% |
$901K - $931K
|
1.65M
$37.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-42.5K- 53.95% |
$946K - $978K
|
36.3K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 12.68% |
$1.05M - $1.08M
|
324K
$7.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-50.8K- 82.51% |
$1.13M - $1.17M
|
10.8K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54.1K- 43.8% |
$1.2M - $1.24M
|
69.4K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-58.3K- 70.75% |
$1.3M - $1.34M
|
24.1K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-89.5K- 25.85% |
$1.99M - $2.06M
|
257K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-100K- 33.99% |
$2.24M - $2.31M
|
195K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-105K- 64.43% |
$2.34M - $2.42M
|
58.1K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-105K- 34.72% |
$2.34M - $2.42M
|
198K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128K- 12.65% |
$2.84M - $2.94M
|
882K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-128K- 93.01% |
$2.85M - $2.95M
|
9.63K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-137K- 1.36% |
$3.06M - $3.16M
|
9.96M
$228M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-149K- 16.3% |
$3.32M - $3.43M
|
766K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-156K- 10.39% |
$3.48M - $3.6M
|
1.35M
$30.9M
|