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 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.74K- 43.16% |
$38.8K - $40.1K
|
2.3K
$52.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.75K- 42.86% |
$39K - $40.3K
|
2.34K
$53.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.76K- 3.38% |
$39.1K - $40.5K
|
50.2K
$1.15M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.8K- 3.32% |
$39.9K - $41.3K
|
52.3K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.83K- 15.85% |
$40.7K - $42K
|
9.7K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.85K- 29.53% |
$41.1K - $42.4K
|
4.4K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 11.83% |
$41.4K - $42.8K
|
13.9K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.87K- 6.84% |
$41.5K - $42.9K
|
25.4K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 2.64% |
$41.7K - $43.1K
|
69.2K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.92K- 10.78% |
$42.6K - $44K
|
15.8K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.95K- 15.8% |
$43.5K - $44.9K
|
10.4K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.36% |
$43.5K - $45K
|
56.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.1K- 5.05% |
$46.7K - $48.3K
|
39.5K
$901K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.11K- 6.37% |
$47K - $48.6K
|
31K
$708K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.12K- 10.19% |
$47.2K - $48.8K
|
18.7K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.25K- 4.85% |
$50.1K - $51.8K
|
44.2K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 1.21% |
$50.7K - $52.4K
|
186K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.4K- 1.52% |
$53.5K - $55.3K
|
156K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.44K- 8.85% |
$54.3K - $56.1K
|
25.1K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.54K- 4.14% |
$56.5K - $58.4K
|
58.8K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.65K- 1.3% |
$59K - $61K
|
202K
$4.61M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.81K- 12.8% |
$62.5K - $64.6K
|
19.1K
$437K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.87K- 19.66% |
$63.7K - $65.9K
|
11.7K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.89K- 6.23% |
$64.3K - $66.4K
|
43.5K
$993K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.93K- 32.26% |
$65.3K - $67.5K
|
6.16K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.96K- 4.29% |
$65.9K - $68.1K
|
66K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.96K- 88.9% |
$65.9K - $68.2K
|
370
$8.44K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.04K- 11.08% |
$67.5K - $69.8K
|
24.4K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.05K- 13.22% |
$67.9K - $70.2K
|
20K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.05K- 6.02% |
$67.9K - $70.2K
|
47.6K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.22K- 7.71% |
$71.6K - $74K
|
38.5K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.26K- 5.4% |
$72.5K - $74.9K
|
57.1K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3.35K- 25.36% |
$74.6K - $77.1K
|
9.87K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.4K- 14.41% |
$75.7K - $78.2K
|
20.2K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.5K- 3.84% |
$77.9K - $80.5K
|
87.7K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.51K- 5.2% |
$78.2K - $80.8K
|
64K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.55K- 15.31% |
$79K - $81.7K
|
19.6K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.69K- 24.9% |
$82.1K - $84.8K
|
11.1K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.76K- 3.74% |
$83.7K - $86.5K
|
96.7K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.88K- 10.23% |
$86.4K - $89.3K
|
34.1K
$777K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-3.94K- 3.42% |
$87.7K - $90.7K
|
111K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.97K- 47.59% |
$88.3K - $91.2K
|
4.37K
$99.7K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-4.3K- 22.03% |
$95.6K - $98.8K
|
15.2K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.32K- 19.85% |
$96.1K - $99.4K
|
17.4K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.33K- 11.2% |
$96.3K - $99.5K
|
34.3K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.47K- 8.29% |
$99.4K - $103K
|
49.4K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.54K- 9.1% |
$101K - $105K
|
45.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.65K- 90.96% |
$103K - $107K
|
462
$10.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.68K- 32.05% |
$104K - $108K
|
9.92K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 7.11% |
$106K - $110K
|
62.2K
$1.42M
|