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 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
53.2K+ 13.96% |
$1.18M - $1.22M
|
435K
$9.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52.8K+ 8.06% |
$1.17M - $1.21M
|
708K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
51.5K+ 503.32% |
$1.15M - $1.18M
|
61.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
51K+ 0.99% |
$1.14M - $1.17M
|
5.19M
$118M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48.8K+ 45.54% |
$1.09M - $1.12M
|
156K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.8K+ 9.6% |
$1.09M - $1.12M
|
557K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
47.5K+ 47.19% |
$1.06M - $1.09M
|
148K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
46.3KNew |
$1.03M - $1.06M
|
46.3K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
45.2K+ 130.09% |
$1.01M - $1.04M
|
79.9K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
43.5K+ 11.29% |
$968K - $1M
|
429K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.2KNew |
$962K - $994K
|
43.2K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
42.4K+ 95.82% |
$944K - $976K
|
86.7K
$1.98M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
42.4K+ 107.88% |
$944K - $975K
|
81.7K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
42.4K+ 64.13% |
$943K - $975K
|
108K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
41.4K+ 220.81% |
$920K - $951K
|
60.1K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40.7KNew |
$906K - $937K
|
40.7K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
40.2K+ 28.71% |
$894K - $924K
|
180K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
39.2K+ 12.07% |
$871K - $901K
|
364K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37.2K+ 1.59% |
$827K - $855K
|
2.37M
$54.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.7KNew |
$751K - $776K
|
33.7K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
33.7K+ 15.97% |
$750K - $775K
|
245K
$5.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
33.4KNew |
$742K - $767K
|
33.4K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32.9K+ 27.74% |
$732K - $757K
|
151K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
31.7K+ 6.57% |
$706K - $730K
|
515K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
31.6K+ 121.64% |
$704K - $728K
|
57.6K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
31.2K+ 85.24% |
$693K - $717K
|
67.7K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
30.3K+ 3.01% |
$674K - $697K
|
1.04M
$23.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.2K+ 170.5% |
$672K - $695K
|
47.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
29K+ 8.64% |
$644K - $666K
|
364K
$8.31M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28.9K+ 0.91% |
$643K - $665K
|
3.22M
$73.5M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
28.9KNew |
$643K - $665K
|
28.9K
$660K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.3K+ 5.2% |
$629K - $650K
|
571K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.7K+ 4.12% |
$616K - $636K
|
699K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$608K - $628K
|
27.3K
$624K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
27.1K+ 9.95% |
$602K - $622K
|
299K
$6.82M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
26.8K+ 96.63% |
$597K - $617K
|
54.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26.8K+ 152.56% |
$597K - $617K
|
44.4K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
26.1K+ 106.58% |
$581K - $600K
|
50.6K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26K+ 10.96% |
$579K - $598K
|
263K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25K+ 5.33% |
$557K - $576K
|
495K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
25K+ 7.35% |
$556K - $575K
|
365K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
24.2K+ 41.5% |
$538K - $556K
|
82.4K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$524K - $541K
|
23.5K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
23.3K+ 3.63% |
$518K - $536K
|
666K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
23.2K+ 10.0% |
$516K - $534K
|
255K
$5.82M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.9KNew |
$509K - $526K
|
22.9K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
22.1K+ 58.27% |
$493K - $509K
|
60.2K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
22K+ 48.9% |
$490K - $506K
|
67K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
21.4K+ 16.62% |
$477K - $493K
|
150K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 4.65% |
$474K - $490K
|
479K
$10.9M
|