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 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128K- 12.65% |
$2.84M - $2.94M
|
882K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-128K- 93.01% |
$2.85M - $2.95M
|
9.63K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-137K- 1.36% |
$3.06M - $3.16M
|
9.96M
$227M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-147K- 49.29% |
$3.26M - $3.37M
|
151K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-149K- 16.3% |
$3.32M - $3.43M
|
766K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-156K- 10.39% |
$3.48M - $3.6M
|
1.35M
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-159K- 23.31% |
$3.55M - $3.67M
|
524K
$12M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-189K- 52.75% |
$4.2M - $4.34M
|
169K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-193K- 12.65% |
$4.3M - $4.45M
|
1.34M
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-207K- 10.21% |
$4.62M - $4.77M
|
1.82M
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-211K- 3.41% |
$4.7M - $4.86M
|
5.98M
$137M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-212K- 4.16% |
$4.71M - $4.87M
|
4.88M
$111M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-227K- 26.54% |
$5.06M - $5.23M
|
629K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-261K- 35.45% |
$5.8M - $6M
|
475K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-271K- 71.63% |
$6.02M - $6.22M
|
107K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-273K- 90.88% |
$6.07M - $6.28M
|
27.4K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-274K- 7.03% |
$6.1M - $6.3M
|
3.62M
$82.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-305K- 19.98% |
$6.78M - $7.01M
|
1.22M
$27.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-318K- 32.62% |
$7.07M - $7.31M
|
656K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-324K- 18.08% |
$7.21M - $7.46M
|
1.47M
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367K- 74.24% |
$8.17M - $8.45M
|
127K
$2.91M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381K- 45.07% |
$8.47M - $8.76M
|
464K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-393K- 97.41% |
$8.75M - $9.04M
|
10.5K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-429K- 28.84% |
$9.53M - $9.86M
|
1.06M
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-505K- 59.53% |
$11.2M - $11.6M
|
343K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-574K- 11.07% |
$12.8M - $13.2M
|
4.61M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-587K- 97.68% |
$13.1M - $13.5M
|
14K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-596K- 65.04% |
$13.3M - $13.7M
|
321K
$7.32M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-704K- 5.37% |
$15.7M - $16.2M
|
12.4M
$283M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-843K- 40.27% |
$18.8M - $19.4M
|
1.25M
$28.5M
|
|
|
Apr 15, 2025
Q1 2025
|
School Employees Retirement Board Of Ohio
Columbus, OH |
SELL
|
- |
-885K- 21.26% |
$19.7M - $20.3M
|
3.28M
$74.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-893K- 14.73% |
$19.9M - $20.5M
|
5.17M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-966K- 7.29% |
$21.5M - $22.2M
|
12.3M
$280M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.15M- 44.95% |
$25.5M - $26.4M
|
1.4M
$32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41M- 6.71% |
$31.3M - $32.4M
|
19.6M
$447M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.54M- 98.64% |
$34.2M - $35.4M
|
21.2K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.83M- 98.66% |
$62.9M - $65M
|
38.4K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.89M- 92.74% |
$64.3M - $66.5M
|
226K
$5.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.08M- 95.65% |
$68.6M - $70.9M
|
140K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.21M- 77.38% |
$93.6M - $96.7M
|
1.23M
$28.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1M- 8.94% |
$225M - $233M
|
103M
$2.35B
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11M- 97.04% |
$245M - $253M
|
336K
$7.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7M- 35.22% |
$260M - $269M
|
21.5M
$491M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8M- 24.0% |
$264M - $272M
|
37.5M
$856M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111M- 26.23% |
$2.47B - $2.56B
|
313M
$7.14B
|