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 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
28.4K+ 3.11% |
$635K - $665K
|
939K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
28.3KNew |
$635K - $665K
|
28.3K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
28.3KNew |
$633K - $662K
|
28.3K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
27.1KNew |
$606K - $634K
|
27.1K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.6K+ 67.17% |
$595K - $623K
|
66.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
26.4KNew |
$590K - $618K
|
26.4K
$601K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26.3K+ 8.38% |
$589K - $617K
|
340K
$7.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25.5K+ 49.59% |
$571K - $598K
|
76.9K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 4.79% |
$567K - $594K
|
554K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25K+ 2.42% |
$559K - $585K
|
1.06M
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 3.2% |
$558K - $585K
|
805K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
24.7K+ 3.83% |
$553K - $579K
|
669K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.5K+ 16.51% |
$549K - $575K
|
173K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
24.5KNew |
$548K - $574K
|
24.5K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.1K+ 34.01% |
$539K - $565K
|
94.9K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
23.8K+ 5.07% |
$533K - $558K
|
494K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23.7KNew |
$530K - $556K
|
23.7K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23.7KNew |
$530K - $555K
|
23.7K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
23.7KNew |
$530K - $555K
|
23.7K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
23.6KNew |
$529K - $554K
|
23.6K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23K+ 4.73% |
$514K - $538K
|
508K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22.6K+ 163.66% |
$506K - $530K
|
36.4K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.4K+ 2.0% |
$502K - $526K
|
1.14M
$26.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 4.24% |
$490K - $513K
|
538K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
21.8KNew |
$487K - $510K
|
21.8K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
20.2KNew |
$452K - $473K
|
20.2K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
19.9K+ 5.57% |
$445K - $466K
|
377K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
19.2KNew |
$430K - $451K
|
19.2K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.5K+ 11.33% |
$414K - $433K
|
181K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
17.9KNew |
$402K - $421K
|
17.9K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 3.1% |
$392K - $411K
|
582K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17.1K+ 3452.53% |
$383K - $401K
|
17.6K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 3.83% |
$381K - $399K
|
461K
$10.5M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
16.8K+ 3.84% |
$376K - $394K
|
454K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 20.07% |
$376K - $394K
|
100K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$374K - $392K
|
16.7K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.5KNew |
$369K - $387K
|
16.5K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$366K - $384K
|
16.4K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16.2K+ 17.45% |
$363K - $380K
|
109K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.1KNew |
$360K - $377K
|
16.1K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.7K+ 11.01% |
$352K - $368K
|
158K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.3K+ 32.89% |
$342K - $359K
|
61.8K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.3KNew |
$342K - $358K
|
15.3K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15.1KNew |
$339K - $355K
|
15.1K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 1.9% |
$337K - $353K
|
808K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15K+ 5.42% |
$335K - $351K
|
291K
$6.65M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$327K - $343K
|
14.6K
$333K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
14.4KNew |
$323K - $338K
|
14.4K
$329K
|