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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.5K- 22.48% |
$795K - $832K
|
122K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.9K- 7.28% |
$803K - $841K
|
457K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-36.3K- 64.61% |
$813K - $851K
|
19.9K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-39.8K- 73.72% |
$892K - $934K
|
14.2K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-45.5K- 2.59% |
$1.02M - $1.07M
|
1.71M
$39.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-48.6K- 5.04% |
$1.09M - $1.14M
|
915K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.8K- 0.82% |
$1.12M - $1.17M
|
6.06M
$140M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-50.4K- 48.27% |
$1.13M - $1.18M
|
54K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55K- 4.87% |
$1.23M - $1.29M
|
1.07M
$24.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-58.7K- 35.36% |
$1.31M - $1.38M
|
107K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-59.1K- 7.43% |
$1.32M - $1.38M
|
735K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59.4K- 27.45% |
$1.33M - $1.39M
|
157K
$3.63M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-64K- 3.93% |
$1.43M - $1.5M
|
1.56M
$36.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-64.2K- 19.45% |
$1.44M - $1.51M
|
266K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-65K- 13.36% |
$1.45M - $1.52M
|
421K
$9.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-70.7K- 11.48% |
$1.58M - $1.66M
|
545K
$12.6M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-71.2K- 5.58% |
$1.59M - $1.67M
|
1.21M
$27.9M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-73.8K- 70.49% |
$1.65M - $1.73M
|
30.9K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-80.2K- 4.3% |
$1.79M - $1.88M
|
1.78M
$41.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-83.5K- 82.49% |
$1.87M - $1.96M
|
17.7K
$409K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-84.6K- 2.3% |
$1.89M - $1.98M
|
3.59M
$83M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-87K- 52.45% |
$1.95M - $2.04M
|
78.8K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.6K- 4.01% |
$2.01M - $2.1M
|
2.15M
$49.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-96.5K- 13.79% |
$2.16M - $2.26M
|
603K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-98.7K- 34.35% |
$2.21M - $2.31M
|
189K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100K- 13.28% |
$2.25M - $2.35M
|
655K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-105K- 6.45% |
$2.35M - $2.47M
|
1.52M
$35.2M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-108K- 19.82% |
$2.41M - $2.52M
|
436K
$10.1M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-108K- 19.82% |
$2.41M - $2.52M
|
436K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111K- 22.69% |
$2.49M - $2.61M
|
379K
$8.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111K- 36.61% |
$2.5M - $2.61M
|
193K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-112K- 44.11% |
$2.52M - $2.64M
|
143K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-114K- 14.44% |
$2.55M - $2.68M
|
676K
$15.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-118K- 47.03% |
$2.64M - $2.77M
|
133K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-120K- 48.14% |
$2.69M - $2.81M
|
129K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127K- 84.66% |
$2.84M - $2.98M
|
23K
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-127K- 24.57% |
$2.85M - $2.98M
|
390K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-153K- 7.87% |
$3.43M - $3.59M
|
1.79M
$41.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-154K- 40.16% |
$3.45M - $3.61M
|
229K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-158K- 67.02% |
$3.54M - $3.7M
|
77.7K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-176K- 60.0% |
$3.94M - $4.13M
|
117K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-192K- 60.89% |
$4.31M - $4.51M
|
124K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-196K- 17.35% |
$4.38M - $4.59M
|
931K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-198K- 84.39% |
$4.42M - $4.63M
|
36.6K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-203K- 43.88% |
$4.54M - $4.75M
|
259K
$5.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-209K- 12.02% |
$4.68M - $4.9M
|
1.53M
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-236K- 2.91% |
$5.28M - $5.53M
|
7.86M
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-237K- 93.37% |
$5.31M - $5.56M
|
16.8K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-246K- 19.67% |
$5.52M - $5.78M
|
1.01M
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-254K- 9.04% |
$5.68M - $5.95M
|
2.55M
$58.9M
|