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 $4.85 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares

211,435

Previous 117,433 80.05%

Holding current value

$4.85 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

852

Shares Held

1.21B

Call Options Held

20.5K

Put Options Held

773K

View Full List

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