Purchases and Sales Made in Q4 2024 in Ishares 25+ Year Treasury Stri (GOVZ)
This table provides information about the institutional ownership of Ishares 25+ Year Treasury Stri (GOVZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
217K+ 37.46% |
$2.14M - $2.58M
|
795K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
198K+ 210.44% |
$1.95M - $2.36M
|
292K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
116K+ 20.19% |
$1.14M - $1.38M
|
688K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75.2KNew |
$741K - $894K
|
75.2K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.4K+ 9.73% |
$733K - $885K
|
839K
$7.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.8K+ 136.85% |
$629K - $760K
|
110K
$1.04M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
34KNew |
$335K - $405K
|
34K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.8KNew |
$333K - $402K
|
33.8K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.2K+ 74.63% |
$258K - $312K
|
61.3K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5KNew |
$222K - $268K
|
22.5K
$211K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18K+ 1.93% |
$177K - $214K
|
948K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
966+ 9.06% |
$9.52K - $11.5K
|
11.6K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
748+ 6.61% |
$7.38K - $8.9K
|
12.1K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
721New |
$7.11K - $8.58K
|
721
$6.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
389+ 0.61% |
$3.84K - $4.63K
|
64K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
376New |
$3.71K - $4.47K
|
376
$3.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
151New |
$1.49K - $1.8K
|
151
$1.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
52New |
$513 - $619
|
52
$488
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 11.76% |
$256 - $309
|
195
$1.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.7K- 99.59% |
$16.7K - $20.2K
|
7
$65.7
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.5K- 15.18% |
$173K - $208K
|
97.8K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-31.7K- 59.7% |
$313K - $377K
|
21.4K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 67.83% |
$1.15M - $1.38M
|
55.2K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 57.51% |
$1.34M - $1.62M
|
100K
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-173K- 55.29% |
$1.7M - $2.05M
|
140K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-183K- 73.27% |
$1.81M - $2.18M
|
66.8K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-454K- 18.49% |
$4.47M - $5.4M
|
2M
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-658K- 49.94% |
$6.49M - $7.83M
|
660K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16M- 73.98% |
$11.4M - $13.8M
|
408K
$3.83M
|