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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 2.35% |
$433K - $454K
|
803K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.1K- 13.48% |
$472K - $494K
|
135K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-21.5K- 11.27% |
$480K - $503K
|
169K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22K- 8.36% |
$492K - $515K
|
241K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-22.1K- 47.46% |
$494K - $518K
|
24.5K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22.4K- 53.75% |
$502K - $526K
|
19.3K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23.4K- 7.91% |
$524K - $548K
|
272K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23.6K- 89.8% |
$528K - $553K
|
2.68K
$61.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-24.1K- 24.27% |
$541K - $566K
|
75.3K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25K- 1.4% |
$559K - $586K
|
1.76M
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.3K- 32.25% |
$566K - $593K
|
53.1K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-25.4K- 1.49% |
$570K - $597K
|
1.69M
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.5K- 3.6% |
$616K - $645K
|
738K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-28.6K- 15.2% |
$640K - $671K
|
160K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.2K- 7.12% |
$654K - $685K
|
381K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32.3K- 14.34% |
$723K - $758K
|
193K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-33.3K- 13.62% |
$745K - $780K
|
211K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-33.9K- 0.62% |
$758K - $794K
|
5.44M
$124M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-34.2K- 5.41% |
$766K - $802K
|
599K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 10.69% |
$771K - $807K
|
288K
$6.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-34.6K- 23.01% |
$774K - $811K
|
116K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.5K- 22.48% |
$795K - $832K
|
122K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.9K- 7.28% |
$803K - $841K
|
457K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-36.3K- 64.61% |
$813K - $851K
|
19.9K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-39.8K- 73.72% |
$892K - $934K
|
14.2K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-45.5K- 2.59% |
$1.02M - $1.07M
|
1.71M
$39.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-48.6K- 5.04% |
$1.09M - $1.14M
|
915K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.8K- 0.82% |
$1.12M - $1.17M
|
6.06M
$138M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-50.4K- 48.27% |
$1.13M - $1.18M
|
54K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55K- 4.87% |
$1.23M - $1.29M
|
1.07M
$24.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-58.7K- 35.36% |
$1.31M - $1.38M
|
107K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-59.1K- 7.43% |
$1.32M - $1.38M
|
735K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59.4K- 27.45% |
$1.33M - $1.39M
|
157K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-64.2K- 19.45% |
$1.44M - $1.51M
|
266K
$6.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-65K- 13.36% |
$1.45M - $1.52M
|
421K
$9.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-70.7K- 11.48% |
$1.58M - $1.66M
|
545K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-80.2K- 4.3% |
$1.79M - $1.88M
|
1.78M
$40.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.5K- 82.49% |
$1.87M - $1.96M
|
17.7K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87K- 52.45% |
$1.95M - $2.04M
|
78.8K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.6K- 4.01% |
$2.01M - $2.1M
|
2.15M
$49M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-96.5K- 13.79% |
$2.16M - $2.26M
|
603K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-98.7K- 34.35% |
$2.21M - $2.31M
|
189K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100K- 13.28% |
$2.25M - $2.35M
|
655K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-105K- 6.45% |
$2.35M - $2.47M
|
1.52M
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111K- 22.69% |
$2.49M - $2.61M
|
379K
$8.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111K- 36.61% |
$2.5M - $2.61M
|
193K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-112K- 44.11% |
$2.52M - $2.64M
|
143K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-114K- 14.44% |
$2.55M - $2.68M
|
676K
$15.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-118K- 47.03% |
$2.64M - $2.77M
|
133K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-120K- 48.14% |
$2.69M - $2.81M
|
129K
$2.95M
|