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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-298K- 16.07% |
$6.68M - $7M
|
1.56M
$36M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300K- 94.21% |
$6.72M - $7.03M
|
18.4K
$426K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-307K- 90.56% |
$6.87M - $7.2M
|
32K
$739K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-337K- 96.58% |
$7.56M - $7.91M
|
12K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-342K- 92.49% |
$7.66M - $8.02M
|
27.8K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-374K- 55.2% |
$8.37M - $8.76M
|
303K
$7.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-616K- 38.75% |
$13.8M - $14.4M
|
974K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-625K- 57.56% |
$14M - $14.7M
|
461K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-643K- 77.22% |
$14.4M - $15.1M
|
190K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-751K- 12.66% |
$16.8M - $17.6M
|
5.18M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-821K- 64.09% |
$18.4M - $19.3M
|
460K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.1M- 15.09% |
$24.6M - $25.8M
|
6.2M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-1.67M- 61.13% |
$37.3M - $39.1M
|
1.06M
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.3M- 93.41% |
$51.6M - $54M
|
163K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.45M- 98.66% |
$99.7M - $104M
|
60.4K
$1.4M
|