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
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-10K- 1.97% |
$224K - $235K
|
499K
$11.5M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.1K- 30.31% |
$226K - $237K
|
23.2K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.95% |
$228K - $239K
|
5
$116
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 2.45% |
$228K - $239K
|
405K
$9.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 8.93% |
$230K - $241K
|
105K
$2.42M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.7K- 63.15% |
$240K - $251K
|
6.25K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.8K- 4.72% |
$242K - $254K
|
219K
$5.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11K- 14.25% |
$246K - $258K
|
66.1K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.8K- 2.23% |
$264K - $277K
|
516K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.9K- 28.18% |
$266K - $279K
|
30.3K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12K- 5.52% |
$268K - $280K
|
205K
$4.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.1K- 78.57% |
$271K - $284K
|
3.3K
$76.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4K- 0.37% |
$277K - $290K
|
3.31M
$76.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-12.4K- 24.19% |
$277K - $290K
|
38.8K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 25.17% |
$289K - $303K
|
38.4K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.4K- 4.98% |
$299K - $313K
|
255K
$5.89M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.4K- 57.73% |
$323K - $338K
|
10.6K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-14.5K- 2.48% |
$324K - $339K
|
568K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.6K- 30.18% |
$328K - $343K
|
33.9K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15.2K- 46.05% |
$339K - $356K
|
17.8K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-15.4K- 53.3% |
$345K - $362K
|
13.5K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 3.33% |
$353K - $370K
|
457K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.3K- 24.29% |
$364K - $381K
|
50.7K
$1.17M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.6K- 41.55% |
$372K - $389K
|
23.4K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-16.8K- 5.35% |
$376K - $394K
|
298K
$6.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-17.1K- 50.45% |
$383K - $401K
|
16.8K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19K- 38.65% |
$427K - $447K
|
30.2K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19.3K- 9.61% |
$432K - $452K
|
182K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 2.35% |
$433K - $454K
|
803K
$18.5M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-20.6K- 5.68% |
$462K - $484K
|
343K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.1K- 13.48% |
$472K - $494K
|
135K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-21.5K- 11.27% |
$480K - $503K
|
169K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22K- 8.36% |
$492K - $515K
|
241K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-22.1K- 47.46% |
$494K - $518K
|
24.5K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22.4K- 53.75% |
$502K - $526K
|
19.3K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23.4K- 7.91% |
$524K - $548K
|
272K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23.6K- 89.8% |
$528K - $553K
|
2.68K
$61.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-24.1K- 24.27% |
$541K - $566K
|
75.3K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25K- 1.4% |
$559K - $586K
|
1.76M
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.3K- 32.25% |
$566K - $593K
|
53.1K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-25.4K- 1.49% |
$570K - $597K
|
1.69M
$39M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.5K- 3.6% |
$616K - $645K
|
738K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-28.6K- 15.2% |
$640K - $671K
|
160K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.2K- 7.12% |
$654K - $685K
|
381K
$8.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32.3K- 14.34% |
$723K - $758K
|
193K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-33.3K- 13.62% |
$745K - $780K
|
211K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-33.9K- 0.62% |
$758K - $794K
|
5.44M
$126M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-34.2K- 5.41% |
$766K - $802K
|
599K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 10.69% |
$771K - $807K
|
288K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-34.6K- 23.01% |
$774K - $811K
|
116K
$2.67M
|