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 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-33.9K- 0.62% |
$758K - $794K
|
5.44M
$123M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-34.2K- 5.41% |
$766K - $802K
|
599K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 10.69% |
$771K - $807K
|
288K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-34.6K- 23.01% |
$774K - $811K
|
116K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.5K- 22.48% |
$795K - $832K
|
122K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.9K- 7.28% |
$803K - $841K
|
457K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-39.8K- 73.72% |
$892K - $934K
|
14.2K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-45.5K- 2.59% |
$1.02M - $1.07M
|
1.71M
$38.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-48.6K- 5.04% |
$1.09M - $1.14M
|
915K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-50.4K- 48.27% |
$1.13M - $1.18M
|
54K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-58.7K- 35.36% |
$1.31M - $1.38M
|
107K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-70.7K- 11.48% |
$1.58M - $1.66M
|
545K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-80.2K- 4.3% |
$1.79M - $1.88M
|
1.78M
$40.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.6K- 4.01% |
$2.01M - $2.1M
|
2.15M
$48.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-96.5K- 13.79% |
$2.16M - $2.26M
|
603K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100K- 13.28% |
$2.25M - $2.35M
|
655K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111K- 36.61% |
$2.5M - $2.61M
|
193K
$4.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-118K- 47.03% |
$2.64M - $2.77M
|
133K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127K- 84.66% |
$2.84M - $2.98M
|
23K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-158K- 67.02% |
$3.54M - $3.7M
|
77.7K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-176K- 60.0% |
$3.94M - $4.13M
|
117K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-192K- 60.89% |
$4.31M - $4.51M
|
124K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-198K- 84.39% |
$4.42M - $4.63M
|
36.6K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-209K- 12.02% |
$4.68M - $4.9M
|
1.53M
$34.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-246K- 19.67% |
$5.52M - $5.78M
|
1.01M
$22.7M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300K- 94.21% |
$6.72M - $7.03M
|
18.4K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-342K- 92.49% |
$7.66M - $8.02M
|
27.8K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-374K- 55.2% |
$8.37M - $8.76M
|
303K
$6.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-616K- 38.75% |
$13.8M - $14.4M
|
974K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-643K- 77.22% |
$14.4M - $15.1M
|
190K
$4.28M
|