Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.2M+ 12.53% |
$1.06B - $1.11B
|
424M
$9.68B
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2M+ 343.42% |
$856M - $897M
|
49.4M
$1.13B
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.27M+ 56.67% |
$163M - $170M
|
20.1M
$459M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.34M+ 4.96% |
$120M - $125M
|
113M
$2.58B
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.44M+ 15.41% |
$99.3M - $104M
|
33.2M
$759M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.35M+ 49.53% |
$97.3M - $102M
|
13.1M
$300M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.54M+ 5.21% |
$79.3M - $83M
|
71.5M
$1.63B
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.19M+ 8.71% |
$71.4M - $74.8M
|
39.8M
$909M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.99M+ 16.23% |
$66.9M - $70.1M
|
21.4M
$489M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.84M+ 11094.23% |
$63.6M - $66.6M
|
2.86M
$65.4M
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.17MNew |
$48.5M - $50.8M
|
2.17M
$49.5M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.74M+ 18.16% |
$39M - $40.8M
|
11.3M
$259M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1.66M+ 183.13% |
$37.1M - $38.8M
|
2.56M
$58.4M
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.62MNew |
$36.3M - $38M
|
1.62M
$37M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.54M+ 2.36% |
$34.6M - $36.2M
|
67M
$1.53B
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.54MNew |
$34.4M - $36M
|
1.54M
$35.1M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4MNew |
$31.2M - $32.7M
|
1.4M
$31.9M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.19M+ 15.22% |
$26.7M - $28M
|
9.04M
$206M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19M+ 6.03% |
$26.7M - $28M
|
21M
$479M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 25.96% |
$26.6M - $27.9M
|
5.77M
$132M
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.16MNew |
$26M - $27.2M
|
1.16M
$26.5M
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.15M+ 9.47% |
$25.6M - $26.9M
|
13.2M
$303M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
892KNew |
$20M - $20.9M
|
892K
$20.4M
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
874K+ 20.51% |
$19.6M - $20.5M
|
5.14M
$117M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
802K+ 2583.58% |
$17.9M - $18.8M
|
833K
$19M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
723K+ 11.75% |
$16.2M - $17M
|
6.88M
$157M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
645K+ 21.91% |
$14.4M - $15.1M
|
3.59M
$82M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
611K+ 13.63% |
$13.7M - $14.3M
|
5.09M
$116M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
585K+ 221.94% |
$13.1M - $13.7M
|
848K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
574K+ 2166.93% |
$12.9M - $13.5M
|
601K
$13.7M
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
BUY
|
- |
563K+ 5.91% |
$12.6M - $13.2M
|
10.1M
$231M
|
|
Feb 03, 2025
Q4 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
438K+ 11.77% |
$9.81M - $10.3M
|
4.16M
$95M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
404K+ 27.04% |
$9.05M - $9.48M
|
1.9M
$43.4M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392K+ 3459.54% |
$8.78M - $9.2M
|
404K
$9.22M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
367K+ 15.33% |
$8.22M - $8.6M
|
2.76M
$63M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
328K+ 22.23% |
$7.35M - $7.69M
|
1.8M
$41.2M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317K+ 88.44% |
$7.11M - $7.44M
|
676K
$15.4M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
317K+ 12.3% |
$7.1M - $7.44M
|
2.9M
$66.1M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
300KNew |
$6.73M - $7.04M
|
300K
$6.86M
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
296KNew |
$6.62M - $6.93M
|
296K
$6.75M
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
282KNew |
$6.32M - $6.62M
|
282K
$6.45M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
267K+ 14.57% |
$5.97M - $6.25M
|
2.1M
$47.9M
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
264K+ 3444.83% |
$5.92M - $6.2M
|
272K
$6.21M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
262K+ 131.47% |
$5.87M - $6.15M
|
462K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
248KNew |
$5.56M - $5.82M
|
248K
$5.67M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
227K+ 7.97% |
$5.09M - $5.33M
|
3.08M
$70.3M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
219K+ 17.55% |
$4.91M - $5.15M
|
1.47M
$33.6M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
217K+ 3.96% |
$4.86M - $5.09M
|
5.69M
$130M
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
203K+ 114.91% |
$4.55M - $4.76M
|
380K
$8.67M
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
200K+ 50.08% |
$4.49M - $4.7M
|
601K
$13.7M
|