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 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 13.04% |
$420K - $434K
|
126K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.5K- 16.74% |
$456K - $471K
|
102K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-20.8K- 23.98% |
$463K - $478K
|
65.9K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.3K- 21.24% |
$495K - $512K
|
82.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-22.4K- 2.79% |
$499K - $516K
|
782K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-22.9K- 3.81% |
$510K - $527K
|
578K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.3K- 42.28% |
$584K - $604K
|
35.9K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-27.9K- 2.41% |
$621K - $642K
|
1.13M
$25.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 12.27% |
$627K - $648K
|
201K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-28.7K- 11.27% |
$639K - $660K
|
226K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-29.1K- 9.97% |
$646K - $668K
|
262K
$5.98M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-29.3K- 7.5% |
$652K - $673K
|
361K
$8.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-30.8K- 98.98% |
$686K - $709K
|
319
$7.28K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-30.9K- 15.03% |
$688K - $711K
|
175K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-33.3K- 25.03% |
$741K - $766K
|
99.7K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-33.7K- 9.0% |
$750K - $776K
|
341K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-35.1K- 20.77% |
$780K - $807K
|
134K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-36.5K- 17.04% |
$813K - $840K
|
178K
$4.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37.7K- 48.52% |
$839K - $867K
|
40K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.7K- 0.65% |
$839K - $868K
|
5.73M
$131M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-39.7K- 29.38% |
$884K - $914K
|
95.5K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-40.5K- 2.4% |
$901K - $931K
|
1.65M
$37.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-42.5K- 53.95% |
$946K - $978K
|
36.3K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-46.2K- 55.37% |
$1.03M - $1.06M
|
37.2K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-46.7K- 73.9% |
$1.04M - $1.07M
|
16.5K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 12.68% |
$1.05M - $1.08M
|
324K
$7.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-49.1K- 29.75% |
$1.09M - $1.13M
|
116K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-50.8K- 82.51% |
$1.13M - $1.17M
|
10.8K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-51.2K- 47.17% |
$1.14M - $1.18M
|
57.3K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54.1K- 43.8% |
$1.2M - $1.24M
|
69.4K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54.8KClosed |
$1.22M - $1.26M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.7K- 7.32% |
$1.24M - $1.28M
|
705K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-56.2K- 39.64% |
$1.25M - $1.29M
|
85.5K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-58.3K- 70.75% |
$1.3M - $1.34M
|
24.1K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-59K- 70.31% |
$1.31M - $1.36M
|
24.9K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59.9K- 18.93% |
$1.33M - $1.38M
|
257K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-64.8K- 40.6% |
$1.44M - $1.49M
|
94.7K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-66.3K- 14.62% |
$1.48M - $1.53M
|
387K
$8.84M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-73.8K- 4.14% |
$1.64M - $1.7M
|
1.71M
$39M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-77.6K- 53.1% |
$1.73M - $1.78M
|
68.5K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-78.7K- 7.82% |
$1.75M - $1.81M
|
928K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86.1K- 29.92% |
$1.92M - $1.98M
|
202K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-89.5K- 25.85% |
$1.99M - $2.06M
|
257K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-90K- 13.49% |
$2M - $2.07M
|
577K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-91.8K- 50.35% |
$2.04M - $2.11M
|
90.5K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-100K- 33.99% |
$2.24M - $2.31M
|
195K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-105K- 64.43% |
$2.34M - $2.42M
|
58.1K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-105K- 34.72% |
$2.34M - $2.42M
|
198K
$4.52M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-115K- 88.03% |
$2.56M - $2.64M
|
15.6K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 6.63% |
$2.6M - $2.69M
|
1.65M
$37.6M
|