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 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
58.2KNew |
$1.3M - $1.37M
|
58.2K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
57.9K+ 6.08% |
$1.3M - $1.36M
|
1.01M
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
57.8K+ 36.91% |
$1.29M - $1.36M
|
214K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
53.9KNew |
$1.21M - $1.26M
|
53.9K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
53.3KNew |
$1.19M - $1.25M
|
53.3K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
53.1KNew |
$1.19M - $1.25M
|
53.1K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
52KNew |
$1.16M - $1.22M
|
52K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
52K+ 141.88% |
$1.16M - $1.22M
|
88.6K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.8KNew |
$1.14M - $1.19M
|
50.8K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
50.5KNew |
$1.13M - $1.18M
|
50.5K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
50.2KNew |
$1.12M - $1.18M
|
50.2K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
48.8KNew |
$1.09M - $1.14M
|
48.8K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
47K+ 16.3% |
$1.05M - $1.1M
|
335K
$7.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.04M - $1.09M
|
46.4K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
45.4K+ 141.65% |
$1.02M - $1.07M
|
77.5K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.9K+ 89.76% |
$1.01M - $1.05M
|
95K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
44.8KNew |
$1M - $1.05M
|
44.8K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.7K+ 4.93% |
$1M - $1.05M
|
950K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
44.3KNew |
$991K - $1.04M
|
44.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
44.1K+ 13.71% |
$987K - $1.03M
|
366K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.6K+ 5.36% |
$976K - $1.02M
|
857K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
41KNew |
$917K - $961K
|
41K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
40.9K+ 24.75% |
$915K - $959K
|
206K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.2K+ 2.78% |
$901K - $944K
|
1.49M
$33.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.9K+ 8.76% |
$892K - $935K
|
495K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
39.3KNew |
$879K - $921K
|
39.3K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
38.9KNew |
$870K - $911K
|
38.9K
$886K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
38.8KNew |
$869K - $910K
|
38.8K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.5K+ 16.79% |
$862K - $903K
|
268K
$6.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 2.61% |
$859K - $900K
|
1.51M
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
35.8KNew |
$801K - $838K
|
35.8K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
35.4K+ 25.12% |
$792K - $830K
|
176K
$4.02M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34.7KNew |
$778K - $815K
|
34.7K
$792K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34K+ 9.99% |
$762K - $798K
|
375K
$8.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
33.6KNew |
$753K - $789K
|
33.6K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$740K - $775K
|
33.1K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33KNew |
$740K - $775K
|
33K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
32.5K+ 47.8% |
$728K - $763K
|
101K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
32.1K+ 32.41% |
$720K - $754K
|
131K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31.2K+ 83.01% |
$699K - $733K
|
68.9K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
31.1KNew |
$697K - $730K
|
31.1K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
31.1K+ 3.19% |
$697K - $730K
|
1.01M
$23M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.8KNew |
$689K - $721K
|
30.8K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30.5K+ 8.79% |
$683K - $716K
|
378K
$8.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
30.5KNew |
$682K - $715K
|
30.5K
$695K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.4K+ 176.54% |
$682K - $714K
|
47.7K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30.2KNew |
$677K - $709K
|
30.2K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.9K+ 61.96% |
$647K - $677K
|
75.5K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
28.6K+ 67.63% |
$641K - $671K
|
70.9K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
28.4K+ 21.65% |
$637K - $667K
|
160K
$3.65M
|