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 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.8K- 1.05% |
$152K - $159K
|
643K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 8.99% |
$153K - $160K
|
69K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.88K- 70.2% |
$154K - $161K
|
2.92K
$66.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7K- 5.75% |
$157K - $164K
|
115K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.02K- 12.02% |
$157K - $165K
|
51.4K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.05K- 28.01% |
$158K - $165K
|
18.1K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7.2K- 7.5% |
$161K - $169K
|
88.8K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7.21K- 10.67% |
$161K - $169K
|
60.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.37K- 23.43% |
$165K - $173K
|
24.1K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.52K- 42.28% |
$168K - $176K
|
10.3K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 2.03% |
$172K - $181K
|
371K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.71K- 21.22% |
$173K - $181K
|
28.6K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.84K- 99.4% |
$175K - $184K
|
47
$1.07K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-8K- 39.03% |
$179K - $188K
|
12.5K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.06K- 50.29% |
$180K - $189K
|
7.97K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 8.53% |
$184K - $193K
|
88.1K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.38K- 15.04% |
$188K - $196K
|
47.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.67K- 13.41% |
$194K - $203K
|
56K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.12K- 22.16% |
$204K - $214K
|
32K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-9.2KClosed |
$206K - $216K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.68K- 2.25% |
$217K - $227K
|
420K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-9.71K- 18.6% |
$217K - $228K
|
42.5K
$970K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.8K- 6.29% |
$219K - $230K
|
146K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.8K- 16.41% |
$219K - $230K
|
49.9K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10K- 39.53% |
$224K - $235K
|
15.3K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-10K- 1.97% |
$224K - $235K
|
499K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.95% |
$228K - $239K
|
5
$114
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 2.45% |
$228K - $239K
|
405K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 8.93% |
$230K - $241K
|
105K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.8K- 4.72% |
$242K - $254K
|
219K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11K- 14.25% |
$246K - $258K
|
66.1K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.8K- 2.23% |
$264K - $277K
|
516K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.9K- 28.18% |
$266K - $279K
|
30.3K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12K- 5.52% |
$268K - $280K
|
205K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.1K- 78.57% |
$271K - $284K
|
3.3K
$75.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4K- 0.37% |
$277K - $290K
|
3.31M
$75.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-12.4K- 24.19% |
$277K - $290K
|
38.8K
$885K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 25.17% |
$289K - $303K
|
38.4K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.4K- 4.98% |
$299K - $313K
|
255K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.4K- 57.73% |
$323K - $338K
|
10.6K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-14.5K- 2.48% |
$324K - $339K
|
568K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.6K- 30.18% |
$328K - $343K
|
33.9K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15.2K- 46.05% |
$339K - $356K
|
17.8K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-15.4K- 53.3% |
$345K - $362K
|
13.5K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 3.33% |
$353K - $370K
|
457K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.3K- 24.29% |
$364K - $381K
|
50.7K
$1.16M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.6K- 41.55% |
$372K - $389K
|
23.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-16.8K- 5.35% |
$376K - $394K
|
298K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-17.1K- 50.45% |
$383K - $401K
|
16.8K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19K- 38.65% |
$427K - $447K
|
30.2K
$691K
|