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 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
168K+ 92.6% |
$3.74M - $3.87M
|
350K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
162K+ 97.73% |
$3.61M - $3.73M
|
329K
$7.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 7.39% |
$3.45M - $3.56M
|
2.25M
$51.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
149K+ 27.08% |
$3.32M - $3.43M
|
700K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
145KNew |
$3.23M - $3.34M
|
145K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
130K+ 6.08% |
$2.9M - $3M
|
2.28M
$51.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
130KNew |
$2.9M - $3M
|
130K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
124K+ 7.24% |
$2.76M - $2.85M
|
1.84M
$41.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
123K+ 4.26% |
$2.75M - $2.84M
|
3.02M
$68.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123K+ 11.47% |
$2.74M - $2.84M
|
1.2M
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
121K+ 7.91% |
$2.7M - $2.79M
|
1.66M
$37.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
119K+ 26.02% |
$2.64M - $2.73M
|
575K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
119K+ 14.45% |
$2.64M - $2.73M
|
941K
$21.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
116KNew |
$2.59M - $2.67M
|
116K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
114KNew |
$2.53M - $2.62M
|
114K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
103KNew |
$2.3M - $2.38M
|
103K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
101K+ 783.88% |
$2.26M - $2.33M
|
114K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.2K+ 12.04% |
$2.16M - $2.24M
|
905K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
95.4K+ 684.39% |
$2.12M - $2.19M
|
109K
$2.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
94K+ 80.05% |
$2.09M - $2.16M
|
211K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
88.2K+ 47.69% |
$1.96M - $2.03M
|
273K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87.6K+ 21.63% |
$1.95M - $2.01M
|
493K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
85.6K+ 9.38% |
$1.9M - $1.97M
|
998K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.7K+ 16.38% |
$1.88M - $1.95M
|
602K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
84.6K+ 2.36% |
$1.88M - $1.95M
|
3.67M
$83.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
83.3K+ 312.98% |
$1.85M - $1.92M
|
110K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
82.4K+ 104.07% |
$1.83M - $1.89M
|
161K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
81.5K+ 17.65% |
$1.81M - $1.87M
|
543K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.8K+ 10.07% |
$1.8M - $1.86M
|
883K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
78.6KNew |
$1.75M - $1.81M
|
78.6K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
78.3K+ 2.37% |
$1.74M - $1.8M
|
3.38M
$77.2M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
78.3K+ 1.59% |
$1.74M - $1.8M
|
5.01M
$114M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78.2K+ 22.59% |
$1.74M - $1.8M
|
424K
$9.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
78KNew |
$1.73M - $1.79M
|
78K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
74.3K+ 64.74% |
$1.65M - $1.71M
|
189K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72K+ 4.61% |
$1.6M - $1.66M
|
1.63M
$37.3M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
71.9K+ 13.54% |
$1.6M - $1.65M
|
603K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.1K+ 21.27% |
$1.58M - $1.64M
|
406K
$9.26M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
69K+ 77.84% |
$1.53M - $1.59M
|
158K
$3.6M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
68.2K+ 104.64% |
$1.52M - $1.57M
|
133K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
66.7K+ 7.48% |
$1.48M - $1.53M
|
958K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
66KNew |
$1.47M - $1.52M
|
66K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
64.6K+ 9.55% |
$1.44M - $1.49M
|
741K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
63KNew |
$1.4M - $1.45M
|
63K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
60.4K+ 23.62% |
$1.34M - $1.39M
|
316K
$7.21M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
59.3K+ 116.92% |
$1.32M - $1.36M
|
110K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
59.1K+ 13.02% |
$1.32M - $1.36M
|
513K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
59KNew |
$1.31M - $1.36M
|
59K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55.6K+ 56.71% |
$1.24M - $1.28M
|
154K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
54.5K+ 23.86% |
$1.21M - $1.25M
|
283K
$6.45M
|