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 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.53K+ 15.97% |
$101K - $104K
|
32.9K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.43K+ 6.01% |
$98.6K - $102K
|
78.2K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.25K+ 11.71% |
$94.6K - $97.8K
|
40.5K
$925K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.23K+ 10.75% |
$94.1K - $97.3K
|
43.6K
$995K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.09K+ 9.44% |
$91K - $94.1K
|
47.4K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.05K+ 12.28% |
$90.2K - $93.2K
|
37.1K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.02K+ 2.82% |
$89.4K - $92.4K
|
147K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.98K+ 34.76% |
$88.6K - $91.5K
|
15.4K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.86K+ 1077.65% |
$85.8K - $88.7K
|
4.22K
$96.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.83KNew |
$85.2K - $88K
|
3.83K
$87.3K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
3.57K+ 25.55% |
$79.5K - $82.2K
|
17.6K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.55K+ 13.13% |
$79K - $81.7K
|
30.6K
$698K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.51K+ 14.82% |
$78.1K - $80.7K
|
27.2K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.4K+ 11.02% |
$75.7K - $78.3K
|
34.3K
$782K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.35K+ 3.17% |
$74.5K - $77K
|
109K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 20.81% |
$73.8K - $76.3K
|
19.3K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.28K+ 6.37% |
$72.9K - $75.3K
|
54.7K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.24K+ 4.04% |
$72K - $74.4K
|
83.4K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.03K+ 32.61% |
$67.3K - $69.6K
|
12.3K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3K+ 20.8% |
$66.7K - $69K
|
17.4K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.98K+ 7.13% |
$66.4K - $68.6K
|
44.8K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
2.89K+ 3398.82% |
$64.3K - $66.4K
|
2.97K
$67.9K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.86K+ 26.18% |
$63.6K - $65.7K
|
13.8K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.79K+ 1.99% |
$62K - $64.1K
|
143K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.77K+ 5.21% |
$61.6K - $63.7K
|
55.9K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 4.71% |
$61.4K - $63.4K
|
61.3K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75K+ 4.45% |
$61.2K - $63.3K
|
64.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.74K+ 6.46% |
$61K - $63.1K
|
45.2K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.74K+ 22.45% |
$60.9K - $62.9K
|
14.9K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.69K+ 3.79% |
$59.8K - $61.8K
|
73.6K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.66K+ 1.35% |
$59.1K - $61.1K
|
200K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.58K+ 2.23% |
$57.4K - $59.3K
|
118K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.49K+ 4.97% |
$55.5K - $57.4K
|
52.7K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.45K+ 10.35% |
$54.6K - $56.4K
|
26.1K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21K+ 13.26% |
$49.2K - $50.8K
|
18.9K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.19K+ 100.46% |
$48.8K - $50.5K
|
4.38K
$99.9K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.19K+ 8.31% |
$48.8K - $50.4K
|
28.6K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.18K+ 8.92% |
$48.5K - $50.2K
|
26.6K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.17K+ 2.44% |
$48.2K - $49.8K
|
91K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.03K+ 10.05% |
$45.1K - $46.7K
|
22.2K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 103.02% |
$44.8K - $46.3K
|
3.97K
$90.5K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.86K+ 21.26% |
$41.3K - $42.7K
|
10.6K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.81K+ 18.06% |
$40.3K - $41.7K
|
11.8K
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.79K+ 7.62% |
$39.8K - $41.2K
|
25.3K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 0.75% |
$37.7K - $39K
|
227K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.65K+ 10.41% |
$36.8K - $38K
|
17.5K
$400K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.64K+ 0.16% |
$36.6K - $37.8K
|
1.06M
$24.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.59K+ 5.51% |
$35.3K - $36.5K
|
30.4K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.54K+ 2.23% |
$34.3K - $35.5K
|
70.8K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.54KNew |
$34.3K - $35.4K
|
1.54K
$35.2K
|