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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 3.5% |
$33.8K - $35.4K
|
41.6K
$948K
|
|
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
$326K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 3.65% |
$35.5K - $37.1K
|
41.9K
$955K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$35.8K - $37.5K
|
159K
$3.63M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 7.14% |
$36K - $37.7K
|
20.9K
$477K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75K- 1.25% |
$39.2K - $41K
|
138K
$3.14M
|
|
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
$510K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 1.24% |
$41.3K - $43.2K
|
147K
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 7.81% |
$41.6K - $43.6K
|
21.9K
$501K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.9K- 7.16% |
$42.6K - $44.6K
|
24.6K
$562K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 2.68% |
$43.3K - $45.4K
|
70.4K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.94K- 0.97% |
$43.3K - $45.4K
|
197K
$4.5M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.01K- 1.14% |
$44.9K - $47.1K
|
174K
$3.97M
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.21K- 18.02% |
$49.4K - $51.7K
|
10K
$229K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.34K- 1.98% |
$52.4K - $54.9K
|
116K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.42K- 8.79% |
$54.1K - $56.7K
|
25.1K
$572K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.49K- 93.0% |
$55.7K - $58.3K
|
187
$4.27K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 15.81% |
$58.4K - $61.2K
|
13.9K
$317K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.63K- 18.59% |
$58.9K - $61.7K
|
11.5K
$263K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.68K- 14.76% |
$60K - $62.8K
|
15.5K
$353K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.69K- 80.68% |
$60.3K - $63.2K
|
645
$14.7K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 15.82% |
$61.5K - $64.4K
|
14.6K
$333K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.83K- 27.41% |
$63.3K - $66.3K
|
7.49K
$171K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.87K- 14.69% |
$64.2K - $67.3K
|
16.7K
$380K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.01K- 12.65% |
$67.4K - $70.6K
|
20.8K
$475K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.03K- 10.55% |
$67.9K - $71.1K
|
25.7K
$586K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.03K- 9.91% |
$67.9K - $71.1K
|
27.6K
$629K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.04K- 58.19% |
$68.1K - $71.3K
|
2.18K
$49.8K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.13K- 4.84% |
$70.1K - $73.4K
|
61.6K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.16K- 7.03% |
$70.6K - $74K
|
41.7K
$952K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.18K- 1.32% |
$71.2K - $74.6K
|
237K
$5.41M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 16.9% |
$72.6K - $76K
|
15.9K
$364K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.25K- 5.35% |
$72.8K - $76.2K
|
57.6K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.34K- 24.37% |
$74.8K - $78.3K
|
10.4K
$237K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-3.61K- 3.64% |
$80.9K - $84.7K
|
95.6K
$2.18M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.78K- 10.26% |
$84.5K - $88.5K
|
33K
$753K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.92K- 2.32% |
$87.8K - $91.9K
|
165K
$3.76M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-4.26K- 6.3% |
$95.3K - $99.8K
|
63.3K
$1.44M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.3K- 11.76% |
$96.3K - $101K
|
32.3K
$736K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.33K- 7.32% |
$96.9K - $102K
|
54.8K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.33K- 17.22% |
$97K - $102K
|
20.8K
$475K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.38K- 0.43% |
$98.1K - $103K
|
1.02M
$23.3M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.49K- 10.58% |
$101K - $105K
|
37.9K
$866K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.66K- 6.98% |
$104K - $109K
|
62.1K
$1.42M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.76K- 2.66% |
$106K - $112K
|
174K
$3.96M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.99K- 5.93% |
$112K - $117K
|
79.1K
$1.8M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.09K- 13.31% |
$114K - $119K
|
33.2K
$756K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.23K- 20.73% |
$117K - $123K
|
20K
$456K
|