Purchases and Sales Made in Q1 2025 in Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES U.S. TREASURY BOND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-273- 1.14% |
$6.07K - $6.28K
|
23.7K
$541K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-282- 2.1% |
$6.27K - $6.49K
|
13.1K
$299K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-304- 2.38% |
$6.76K - $6.99K
|
12.5K
$285K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-312- 2.95% |
$6.94K - $7.18K
|
10.2K
$234K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-383- 3.12% |
$8.52K - $8.81K
|
11.9K
$272K
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-394- 1.5% |
$8.77K - $9.06K
|
25.9K
$592K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-409- 2.65% |
$9.1K - $9.41K
|
15.1K
$344K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-434- 1.84% |
$9.66K - $9.98K
|
23.1K
$527K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-482- 4.65% |
$10.7K - $11.1K
|
9.89K
$226K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-485- 2.63% |
$10.8K - $11.2K
|
17.9K
$409K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-509- 68.88% |
$11.3K - $11.7K
|
230
$5.25K
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-522- 1.03% |
$11.6K - $12K
|
50K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-537- 6.7% |
$11.9K - $12.4K
|
7.47K
$171K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-540- 6.62% |
$12K - $12.4K
|
7.61K
$174K
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-541- 2.09% |
$12K - $12.4K
|
25.4K
$580K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-545- 81.34% |
$12.1K - $12.5K
|
125
$2.85K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-556- 2.41% |
$12.4K - $12.8K
|
22.5K
$513K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-558- 2.68% |
$12.4K - $12.8K
|
20.3K
$462K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-692- 9.8% |
$15.4K - $15.9K
|
6.37K
$145K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-692- 3.78% |
$15.4K - $15.9K
|
17.6K
$402K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-700- 4.11% |
$15.6K - $16.1K
|
16.3K
$372K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-773- 3.27% |
$17.2K - $17.8K
|
22.9K
$522K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-850- 5.23% |
$18.9K - $19.6K
|
15.4K
$351K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-855- 12.39% |
$19K - $19.7K
|
6.05K
$138K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-890- 64.49% |
$19.8K - $20.5K
|
490
$11.2K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-949- 62.48% |
$21.1K - $21.8K
|
570
$13K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-993- 7.68% |
$22.1K - $22.8K
|
11.9K
$272K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.01K- 4.03% |
$22.5K - $23.2K
|
24.1K
$549K
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.02K- 1.65% |
$22.7K - $23.4K
|
60.7K
$1.39M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.03K- 1.4% |
$22.8K - $23.6K
|
72.4K
$1.65M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.09K- 1.14% |
$24.3K - $25.1K
|
94.5K
$2.16M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 2.96% |
$24.9K - $25.8K
|
36.7K
$838K
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-1.12K- 23.53% |
$24.9K - $25.8K
|
3.64K
$83.1K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.25K- 3.09% |
$27.8K - $28.8K
|
39.3K
$897K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.27K- 2.36% |
$28.2K - $29.2K
|
52.5K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.3K- 3.3% |
$28.9K - $29.8K
|
38K
$867K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 7.88% |
$28.9K - $29.9K
|
15.2K
$346K
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-1.3K- 12.56% |
$29K - $29.9K
|
9.06K
$207K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 0.34% |
$29.1K - $30.1K
|
380K
$8.66M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.38K- 13.46% |
$30.8K - $31.8K
|
8.9K
$203K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.39K- 0.8% |
$31K - $32K
|
172K
$3.93M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 6.28% |
$34.2K - $35.4K
|
23K
$524K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.55K- 8.31% |
$34.4K - $35.6K
|
17.1K
$390K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 9.28% |
$35K - $36.2K
|
15.4K
$351K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 10.84% |
$35.2K - $36.4K
|
13K
$297K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.89% |
$35.8K - $37K
|
54K
$1.23M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$35.8K - $37.1K
|
37.2K
$850K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.63K- 4.74% |
$36.3K - $37.5K
|
32.8K
$748K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.66K- 4.99% |
$37K - $38.2K
|
31.6K
$722K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.74K- 97.97% |
$38.7K - $40K
|
36
$822
|