Purchases and Sales Made in Q1 2025 in Ishares 25+ Year Treasury Stri (GOVZ)
This table provides information about the institutional ownership of Ishares 25+ Year Treasury Stri (GOVZ) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES 25+ YEAR TREASURY STRI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
65K+ 3.25% |
$614K - $694K
|
2.06M
$19.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$109K - $123K
|
11.5K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.12K+ 3.29% |
$10.6K - $12K
|
35.1K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.79K- 0.29% |
$26.4K - $29.8K
|
946K
$9.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-34.7K- 5.26% |
$328K - $371K
|
625K
$6M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-601K- 87.33% |
$5.67M - $6.42M
|
87.2K
$836K
|