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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21K+ 11.57% |
$467K - $483K
|
202K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20.9K+ 631.45% |
$464K - $480K
|
24.2K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
20.5K+ 3.06% |
$456K - $471K
|
690K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.5KNew |
$455K - $470K
|
20.5K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.9K+ 5.26% |
$443K - $458K
|
399K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.8K+ 35.3% |
$440K - $454K
|
75.7K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19.1KNew |
$424K - $438K
|
19.1K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.9K+ 51.27% |
$422K - $436K
|
55.9K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
18.7KNew |
$415K - $429K
|
18.7K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
18.6K+ 32.95% |
$413K - $427K
|
74.8K
$1.71M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.3K+ 1.48% |
$408K - $422K
|
1.26M
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
17.8K+ 3.61% |
$397K - $410K
|
512K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17.4K+ 13.42% |
$386K - $399K
|
147K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.6K+ 24.34% |
$370K - $383K
|
85K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16.6KNew |
$370K - $382K
|
16.6K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.3KNew |
$363K - $375K
|
16.3K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$353K - $365K
|
15.9K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
15.8K+ 2.93% |
$351K - $362K
|
554K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
15.6KNew |
$348K - $360K
|
15.6K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
15.5K+ 5.81% |
$344K - $356K
|
282K
$6.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.4K+ 5.86% |
$343K - $354K
|
278K
$6.35M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
15.2K+ 9.48% |
$337K - $349K
|
175K
$3.99M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.9K+ 16.62% |
$330K - $342K
|
104K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 43.83% |
$327K - $338K
|
48.2K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.6K+ 7.09% |
$325K - $336K
|
221K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.6K+ 18.84% |
$325K - $336K
|
92.1K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.5K+ 141.03% |
$322K - $333K
|
24.8K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
14.5K+ 37.23% |
$322K - $333K
|
53.3K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4K+ 58.95% |
$321K - $332K
|
38.9K
$887K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
14.4KNew |
$320K - $331K
|
14.4K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.6KNew |
$303K - $313K
|
13.6K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.6KNew |
$302K - $312K
|
13.6K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 7.71% |
$299K - $309K
|
188K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
13.2K+ 7.47% |
$293K - $303K
|
189K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.9KNew |
$288K - $297K
|
12.9K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$283K - $292K
|
12.7K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.6KNew |
$280K - $289K
|
12.6K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
12.5K+ 10.67% |
$278K - $287K
|
130K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
12.3K+ 2.03% |
$274K - $284K
|
619K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1K+ 17.56% |
$270K - $279K
|
81.2K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.1K+ 12.76% |
$269K - $278K
|
107K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12K+ 133.18% |
$266K - $275K
|
20.9K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
11.6K+ 21.92% |
$257K - $266K
|
64.3K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.5K+ 14.91% |
$255K - $264K
|
88.4K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.4KNew |
$253K - $262K
|
11.4K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.2K+ 6.36% |
$249K - $258K
|
187K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
11.2K+ 3.06% |
$249K - $257K
|
377K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1KNew |
$248K - $256K
|
11.1K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$242K - $250K
|
10.9K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
10.5KNew |
$234K - $242K
|
10.5K
$240K
|