Latest Institutional Transactions on Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information on the latest institutional transactions involving Ishares U.S. Treasury Bond ETF (GOVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.95K+ 4.35% |
$111K - $116K
|
119K
$2.68M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.92K+ 17.05% |
$43K - $45K
|
13.2K
$297K
|
|
Feb 03, 2025
Q4 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
438K+ 11.77% |
$9.81M - $10.3M
|
4.16M
$93.9M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
39.3KNew |
$879K - $921K
|
39.3K
$887K
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.19M+ 15.22% |
$26.7M - $28M
|
9.04M
$204M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.35M+ 49.53% |
$97.3M - $102M
|
13.1M
$296M
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.2K+ 73.52% |
$250K - $262K
|
26.4K
$595K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 1.8% |
$24.3K - $25.4K
|
61.3K
$1.38M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 7.14% |
$36K - $37.7K
|
20.9K
$472K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
107K+ 5.23% |
$2.39M - $2.5M
|
2.15M
$48.5M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102K+ 12.59% |
$2.28M - $2.39M
|
912K
$20.6M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
28.3KNew |
$635K - $665K
|
28.3K
$640K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.54M+ 2.36% |
$34.6M - $36.2M
|
67M
$1.51B
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-542- 5.38% |
$12.1K - $12.7K
|
9.54K
$215K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 10.69% |
$771K - $807K
|
288K
$6.5M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 13.52% |
$4.57K - $4.78K
|
1.71K
$38.7K
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
76.4KNew |
$1.71M - $1.79M
|
76.4K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.23K+ 1.77% |
$207K - $216K
|
531K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.3K+ 5.09% |
$298K - $312K
|
275K
$6.2M
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
10.4KNew |
$232K - $243K
|
10.4K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 2.6% |
$11.2K - $11.7K
|
18.7K
$423K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
52KNew |
$1.16M - $1.22M
|
52K
$1.17M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.4K+ 2.0% |
$502K - $526K
|
1.14M
$25.8M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-80.2K- 4.3% |
$1.79M - $1.88M
|
1.78M
$40.2M
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
21.8KNew |
$487K - $510K
|
21.8K
$491K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
40.9K+ 24.75% |
$915K - $959K
|
206K
$4.65M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-114K- 14.44% |
$2.55M - $2.68M
|
676K
$15.3M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
57.8K+ 36.91% |
$1.29M - $1.36M
|
214K
$4.84M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
47K+ 16.3% |
$1.05M - $1.1M
|
335K
$7.57M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.32KNew |
$209K - $219K
|
9.32K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05K+ 4.33% |
$68.3K - $71.5K
|
73.5K
$1.66M
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9.11KNew |
$204K - $214K
|
9.11K
$206K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-436- 2.5% |
$9.76K - $10.2K
|
17K
$383K
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$383K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.92KNew |
$200K - $209K
|
8.92K
$201K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.69K- 80.68% |
$60.3K - $63.2K
|
645
$14.6K
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-10K- 1.97% |
$224K - $235K
|
499K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
67New |
$1.5K - $1.57K
|
67
$1.51K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 3.5% |
$33.8K - $35.4K
|
41.6K
$939K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.44M+ 15.41% |
$99.3M - $104M
|
33.2M
$750M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-643K- 77.22% |
$14.4M - $15.1M
|
190K
$4.28M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.44K+ 4.36% |
$211K - $221K
|
226K
$5.1M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.09K- 13.31% |
$114K - $119K
|
33.2K
$749K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 20.07% |
$376K - $394K
|
100K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 15.81% |
$58.4K - $61.2K
|
13.9K
$314K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-172- 1.16% |
$3.85K - $4.03K
|
14.7K
$331K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 4.24% |
$490K - $513K
|
538K
$12.2M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-197- 7.64% |
$4.41K - $4.62K
|
2.38K
$53.8K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 0.54% |
$282K - $295K
|
2.33M
$52.7M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
64.9KNew |
$1.45M - $1.52M
|
64.9K
$1.46M
|