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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.8K- 15.87% |
$107K - $110K
|
25.4K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.84K- 0.47% |
$108K - $111K
|
1.02M
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.92K- 19.95% |
$109K - $113K
|
19.7K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.98K- 32.61% |
$111K - $114K
|
10.3K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.22K- 2.71% |
$116K - $120K
|
188K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.43K- 3.62% |
$121K - $125K
|
145K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-5.56K- 33.13% |
$124K - $128K
|
11.2K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-5.59K- 8.45% |
$124K - $129K
|
60.6K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.79K- 5.91% |
$129K - $133K
|
92.2K
$2.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.01K- 31.19% |
$134K - $138K
|
13.3K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.46K- 8.32% |
$144K - $149K
|
71.2K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.5K- 19.27% |
$145K - $150K
|
27.2K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.75K- 21.97% |
$150K - $155K
|
24K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.86K- 14.49% |
$153K - $158K
|
40.5K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.02K- 38.43% |
$156K - $161K
|
11.2K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.35K- 8.34% |
$163K - $169K
|
80.7K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.36K- 25.74% |
$164K - $169K
|
21.2K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.84K- 11.38% |
$174K - $180K
|
61K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-7.97K- 29.75% |
$177K - $183K
|
18.8K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8.07K- 7.43% |
$180K - $186K
|
100K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.09K- 25.23% |
$180K - $186K
|
24K
$547K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.15K- 21.84% |
$181K - $187K
|
29.2K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-8.51K- 4.41% |
$189K - $196K
|
184K
$4.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-8.53K- 9.92% |
$190K - $196K
|
77.5K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.24K- 91.07% |
$205K - $212K
|
905
$20.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.33K- 1.81% |
$208K - $215K
|
507K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.62K- 3.59% |
$214K - $221K
|
258K
$5.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.5K- 5.31% |
$233K - $241K
|
187K
$4.26M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11K- 6.87% |
$244K - $252K
|
148K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11K- 19.03% |
$244K - $252K
|
46.6K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11K- 47.78% |
$245K - $253K
|
12K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.5K- 63.21% |
$255K - $263K
|
6.67K
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.9K- 53.03% |
$264K - $273K
|
10.5K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12.5K- 50.06% |
$279K - $289K
|
12.5K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 42.74% |
$284K - $294K
|
17.1K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.9K- 53.25% |
$286K - $296K
|
11.3K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13K- 17.3% |
$290K - $300K
|
62.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-13.1K- 2.31% |
$292K - $301K
|
555K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-13.4K- 35.4% |
$299K - $309K
|
24.5K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-13.5K- 44.21% |
$300K - $310K
|
17K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-13.5K- 3.34% |
$300K - $310K
|
391K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-13.9K- 49.2% |
$309K - $320K
|
14.4K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-14.1K- 3.24% |
$314K - $325K
|
422K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-14.2K- 21.49% |
$316K - $327K
|
51.9K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14.7K- 11.2% |
$327K - $338K
|
117K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-15K- 25.57% |
$333K - $345K
|
43.6K
$995K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-16K- 41.13% |
$355K - $367K
|
22.9K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-16.3K- 10.04% |
$363K - $375K
|
146K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-17.4K- 7.32% |
$387K - $400K
|
220K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-17.6K- 21.88% |
$391K - $404K
|
62.7K
$1.43M
|