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
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.56K- 9.62% |
$125K - $130K
|
52.3K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-5.59K- 1.36% |
$125K - $131K
|
404K
$9.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.7K- 49.66% |
$128K - $134K
|
5.78K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.74K- 17.74% |
$128K - $135K
|
26.6K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.13K- 38.47% |
$137K - $144K
|
9.8K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.27K- 22.86% |
$140K - $147K
|
21.2K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6.29K- 14.21% |
$141K - $148K
|
38K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.3K- 8.28% |
$141K - $148K
|
69.8K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 28.31% |
$144K - $150K
|
16.3K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.59K- 9.64% |
$148K - $154K
|
61.8K
$1.41M
|
|
|
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
$1.57M
|
|
|
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
$413K
|
|
|
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
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 2.03% |
$172K - $181K
|
371K
$8.47M
|
|
|
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
$285K
|
|
|
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
$731K
|
|
|
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
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-9.71K- 18.6% |
$217K - $228K
|
42.5K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.8K- 6.29% |
$219K - $230K
|
146K
$3.33M
|
|
|
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
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.1K- 30.31% |
$226K - $237K
|
23.2K
$529K
|
|
|
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
$9.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 8.93% |
$230K - $241K
|
105K
$2.39M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.7K- 63.15% |
$240K - $251K
|
6.25K
$143K
|
|
|
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
$75.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4K- 0.37% |
$277K - $290K
|
3.31M
$75.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-12.4K- 24.19% |
$277K - $290K
|
38.8K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 25.17% |
$289K - $303K
|
38.4K
$875K
|