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
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-325- 36.89% |
$7.28K - $7.62K
|
556
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-337- 35.77% |
$7.55K - $7.9K
|
605
$13.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-351- 2.64% |
$7.86K - $8.23K
|
12.9K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-432- 0.26% |
$9.67K - $10.1K
|
166K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-436- 2.5% |
$9.76K - $10.2K
|
17K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-493- 1.98% |
$11K - $11.6K
|
24.5K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-499- 1.89% |
$11.2K - $11.7K
|
25.9K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 2.6% |
$11.2K - $11.7K
|
18.7K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-528- 1.69% |
$11.8K - $12.4K
|
30.7K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-542- 5.38% |
$12.1K - $12.7K
|
9.54K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 1.17% |
$12.3K - $12.9K
|
46.4K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-555- 2.39% |
$12.4K - $13K
|
22.6K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-564- 4.01% |
$12.6K - $13.2K
|
13.5K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-568- 29.16% |
$12.7K - $13.3K
|
1.38K
$31.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-575- 2.39% |
$12.9K - $13.5K
|
23.5K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-600- 35.57% |
$13.4K - $14.1K
|
1.09K
$24.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-625- 29.15% |
$14K - $14.7K
|
1.52K
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 1.29% |
$14.5K - $15.2K
|
49.6K
$1.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-744- 90.84% |
$16.7K - $17.4K
|
75
$1.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-756- 6.24% |
$16.9K - $17.7K
|
11.4K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-779- 7.42% |
$17.4K - $18.3K
|
9.71K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-788- 55.38% |
$17.6K - $18.5K
|
635
$14.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-820- 5.84% |
$18.4K - $19.2K
|
13.2K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-927- 2.22% |
$20.8K - $21.7K
|
40.9K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-956- 3.1% |
$21.4K - $22.4K
|
29.9K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-962- 9.76% |
$21.5K - $22.6K
|
8.9K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.06K- 7.15% |
$23.6K - $24.8K
|
13.7K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 4.34% |
$23.8K - $25K
|
23.5K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.08K- 3.51% |
$24.2K - $25.3K
|
29.7K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.08K- 2.6% |
$24.2K - $25.4K
|
40.5K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 14.93% |
$24.3K - $25.5K
|
6.19K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.09K- 7.1% |
$24.4K - $25.6K
|
14.3K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.34% |
$27.2K - $28.5K
|
26.8K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.29K- 6.31% |
$28.8K - $30.2K
|
19.1K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.35K- 3.9% |
$30.2K - $31.7K
|
33.3K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.4K- 5.09% |
$31.3K - $32.7K
|
26K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.4K- 2.33% |
$31.3K - $32.8K
|
58.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.41K- 9.14% |
$31.5K - $33K
|
14K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.42K- 5.23% |
$31.9K - $33.4K
|
25.8K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 11.72% |
$33.6K - $35.2K
|
11.3K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 3.5% |
$33.8K - $35.4K
|
41.6K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.57K- 7.91% |
$35.2K - $36.9K
|
18.3K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.58K- 9.95% |
$35.4K - $37.1K
|
14.3K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 3.65% |
$35.5K - $37.1K
|
41.9K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$35.8K - $37.5K
|
159K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 7.14% |
$36K - $37.7K
|
20.9K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75K- 1.25% |
$39.2K - $41K
|
138K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.8K- 79.99% |
$40.4K - $42.3K
|
451
$10.3K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.83K- 7.55% |
$40.9K - $42.9K
|
22.4K
$511K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 1.24% |
$41.3K - $43.2K
|
147K
$3.35M
|