Spartan Planning & Wealth Management Ishares U.S. Treasury Bond ETF Transaction History

Spartan Planning & Wealth Management

$99.2 Million
Q1 2025

A detailed history of Spartan Planning & Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 211,435 shares of GOVT stock, worth $4.81 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares

211,435

Previous 117,433 80.05%

Holding current value

$4.81 Million

Previous $2.7 Million 79.69%

% of portfolio

4.89%

Previous 2.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$22.25 - $23.0 $2.09 Million - $2.16 Million	94,002 Added 80.05%	211,435 $4.85 Million
Q4 2024 Jan 07, 2025	SELL	$22.39 - $23.45 $3.94 Million - $4.13 Million	-176,186 Reduced 60.0%	117,433 $2.7 Million
Q4 2023 Mar 12, 2024	BUY	$21.6 - $23.13 $4.8 Million - $5.14 Million	222,297 Added 311.68%	293,619 $6.76 Million
Q3 2023 Nov 17, 2023	BUY	$21.99 - $23.01 $291,389 - $304,905	13,251 Added 22.82%	71,322 $1.57 Million
Q4 2022 Feb 01, 2023	BUY	$22.18 - $23.3 $322,608 - $338,898	14,545 Added 33.42%	58,071 $1.32 Million
Q3 2022 Nov 01, 2022	BUY	$22.58 - $24.36 $79,639 - $85,917	3,527 Added 8.82%	43,526 $991,000
Q2 2022 Aug 10, 2022	SELL	$23.28 - $24.82 $8,380 - $8,935	-360 Reduced 0.89%	39,999 $956,000
Q1 2022 May 16, 2022	BUY	$24.71 - $26.22 $997,270 - $1.06 Million	40,359 New	40,359 $0

Others Institutions Holding GOVT

# of Institutions

867

Shares Held

1.08B

Call Options Held

Put Options Held

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About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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Spartan Planning & Wealth Management Ishares U.S. Treasury Bond ETF Transaction History