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
|
Austin Private Wealth, LLC
|
BUY
|
- |
788+ 1.15% |
$17.6K - $18.5K
|
69.1K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
674New |
$15.1K - $15.8K
|
674
$15.4K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
657+ 5.7% |
$14.7K - $15.4K
|
12.2K
$278K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
656+ 0.79% |
$14.7K - $15.4K
|
83.9K
$1.92M
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
649New |
$14.5K - $15.2K
|
649
$14.8K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
628New |
$14.1K - $14.7K
|
628
$14.3K
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
591+ 2.84% |
$13.2K - $13.9K
|
21.4K
$489K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
581New |
$13K - $13.6K
|
581
$13.3K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
575New |
$12.9K - $13.5K
|
575
$13.1K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
574New |
$12.9K - $13.5K
|
574
$13.1K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 5.76% |
$11.3K - $11.8K
|
9.28K
$212K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
493+ 4.15% |
$11K - $11.6K
|
12.4K
$282K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
493+ 0.64% |
$11K - $11.6K
|
77.7K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
456+ 2.26% |
$10.2K - $10.7K
|
20.6K
$471K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
420+ 1.09% |
$9.4K - $9.85K
|
38.8K
$887K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
415+ 100.97% |
$9.29K - $9.73K
|
826
$18.9K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
395+ 8.17% |
$8.84K - $9.26K
|
5.23K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
382+ 707.41% |
$8.55K - $8.96K
|
436
$9.96K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375+ 5.99% |
$8.4K - $8.79K
|
6.64K
$152K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 5.52% |
$8.26K - $8.65K
|
7.06K
$161K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
362+ 1.11% |
$8.11K - $8.49K
|
32.9K
$752K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
361+ 4.2% |
$8.08K - $8.47K
|
8.95K
$204K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
343+ 1.48% |
$7.68K - $8.04K
|
23.5K
$537K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
319+ 3.47% |
$7.14K - $7.48K
|
9.52K
$217K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
315+ 110.53% |
$7.05K - $7.39K
|
600
$13.7K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
302+ 2.89% |
$6.76K - $7.08K
|
10.7K
$245K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
258+ 2.22% |
$5.78K - $6.05K
|
11.9K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
239+ 1.55% |
$5.35K - $5.6K
|
15.7K
$358K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
236New |
$5.28K - $5.53K
|
236
$5.39K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
231New |
$5.17K - $5.42K
|
231
$5.28K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
208+ 2.67% |
$4.66K - $4.88K
|
8.01K
$183K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 13.52% |
$4.57K - $4.78K
|
1.71K
$39.1K
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
189+ 1.59% |
$4.23K - $4.43K
|
12.1K
$277K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
185+ 4.8% |
$4.14K - $4.34K
|
4.04K
$92.2K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
181+ 2.18% |
$4.05K - $4.24K
|
8.49K
$194K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
157+ 1.37% |
$3.52K - $3.68K
|
11.7K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
146+ 0.39% |
$3.27K - $3.42K
|
37.7K
$862K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
145+ 1.6% |
$3.25K - $3.4K
|
9.18K
$210K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143+ 1.39% |
$3.2K - $3.35K
|
10.4K
$238K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116+ 0.69% |
$2.6K - $2.72K
|
17K
$388K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
101+ 123.17% |
$2.26K - $2.37K
|
183
$4.18K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.46% |
$1.5K - $1.57K
|
14.6K
$333K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
67New |
$1.5K - $1.57K
|
67
$1.53K
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.25% |
$1.37K - $1.43K
|
24.5K
$559K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61New |
$1.37K - $1.43K
|
61
$1.39K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
60+ 6.65% |
$1.34K - $1.41K
|
962
$22K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57+ 0.53% |
$1.28K - $1.34K
|
10.9K
$249K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57New |
$1.28K - $1.34K
|
57
$1.3K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
54New |
$1.21K - $1.27K
|
54
$1.23K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
51+ 0.19% |
$1.14K - $1.2K
|
27.3K
$623K
|