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 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
217K+ 3.96% |
$4.86M - $5.09M
|
5.69M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
203K+ 114.91% |
$4.55M - $4.76M
|
380K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
200K+ 50.08% |
$4.49M - $4.7M
|
601K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
193KNew |
$4.32M - $4.52M
|
193K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
184K+ 36.81% |
$4.12M - $4.31M
|
684K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
182KNew |
$4.08M - $4.28M
|
182K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
179K+ 3.45% |
$4.01M - $4.2M
|
5.37M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
172K+ 111.23% |
$3.85M - $4.03M
|
326K
$7.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
157K+ 98.27% |
$3.51M - $3.68M
|
316K
$7.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144K+ 23.42% |
$3.23M - $3.38M
|
760K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
131K+ 27.47% |
$2.93M - $3.07M
|
607K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
131KNew |
$2.92M - $3.06M
|
131K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
123K+ 15.63% |
$2.75M - $2.88M
|
908K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
121K+ 15.24% |
$2.71M - $2.84M
|
917K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
117KNew |
$2.62M - $2.75M
|
117K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
116K+ 3.77% |
$2.6M - $2.72M
|
3.19M
$72.8M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
115KNew |
$2.58M - $2.7M
|
115K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 665.54% |
$2.54M - $2.66M
|
130K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
109KNew |
$2.43M - $2.55M
|
109K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
107K+ 5.23% |
$2.39M - $2.5M
|
2.15M
$49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
103K+ 5.33% |
$2.3M - $2.41M
|
2.03M
$46.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
103K+ 391.85% |
$2.3M - $2.41M
|
129K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102K+ 12.59% |
$2.28M - $2.39M
|
912K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
92.2K+ 1.91% |
$2.07M - $2.16M
|
4.93M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
92.2K+ 99.4% |
$2.06M - $2.16M
|
185K
$4.22M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
89.4KNew |
$2M - $2.1M
|
89.4K
$2.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
89.3K+ 102.96% |
$2M - $2.1M
|
176K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
88.8K+ 6.02% |
$1.99M - $2.08M
|
1.56M
$35.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
88.5KNew |
$1.98M - $2.08M
|
88.5K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
86.2KNew |
$1.93M - $2.02M
|
86.2K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
85.8K+ 23.33% |
$1.92M - $2.01M
|
454K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.4K+ 2.21% |
$1.89M - $1.98M
|
3.9M
$88.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.3K+ 11.43% |
$1.89M - $1.98M
|
822K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.5K+ 4.16% |
$1.87M - $1.96M
|
2.09M
$47.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
80.1KNew |
$1.79M - $1.88M
|
80.1K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
79.7K+ 13.47% |
$1.78M - $1.87M
|
671K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
76.4KNew |
$1.71M - $1.79M
|
76.4K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
73.4K+ 6.31% |
$1.64M - $1.72M
|
1.24M
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
72.5K+ 9.69% |
$1.62M - $1.7M
|
821K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 39.32% |
$1.62M - $1.69M
|
256K
$5.83M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71.9K+ 174.33% |
$1.61M - $1.69M
|
113K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
71.3K+ 22.69% |
$1.6M - $1.67M
|
385K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.8K+ 2.04% |
$1.58M - $1.66M
|
3.54M
$80.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
70.6K+ 5.72% |
$1.58M - $1.66M
|
1.31M
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.3K+ 70.73% |
$1.57M - $1.65M
|
170K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
68.1K+ 443.97% |
$1.52M - $1.6M
|
83.4K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
66.2KNew |
$1.48M - $1.55M
|
66.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
64.9KNew |
$1.45M - $1.52M
|
64.9K
$1.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
59.5K+ 260.59% |
$1.33M - $1.4M
|
82.4K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58.4K+ 583.95% |
$1.31M - $1.37M
|
68.4K
$1.56M
|