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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.53K+ 11.76% |
$34.1K - $35.3K
|
14.6K
$332K
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.51K+ 2.5% |
$33.6K - $34.8K
|
61.9K
$1.41M
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.5K+ 14.58% |
$33.4K - $34.5K
|
11.8K
$269K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.49K+ 13.4% |
$33.2K - $34.3K
|
12.6K
$288K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 7.21% |
$33.1K - $34.2K
|
22.1K
$504K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.47K+ 3.0% |
$32.6K - $33.7K
|
50.3K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1.45K+ 3.5% |
$32.4K - $33.4K
|
43.1K
$982K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.45K+ 14.92% |
$32.2K - $33.3K
|
11.2K
$255K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.42KNew |
$31.5K - $32.5K
|
1.42K
$32.3K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.4K+ 3.98% |
$31.2K - $32.2K
|
36.6K
$835K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.37K+ 11.48% |
$30.4K - $31.5K
|
13.3K
$303K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.36K+ 14.84% |
$30.3K - $31.3K
|
10.5K
$241K
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.35K+ 1.17% |
$30.1K - $31.1K
|
117K
$2.67M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.34K+ 230.12% |
$29.7K - $30.8K
|
1.92K
$43.8K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.34K+ 123.0% |
$29.7K - $30.8K
|
2.42K
$55.3K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.33KNew |
$29.7K - $30.7K
|
1.33K
$30.4K
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
1.33K+ 9.07% |
$29.6K - $30.6K
|
16K
$365K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.29K+ 4.99% |
$28.7K - $29.7K
|
27.1K
$619K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.26K+ 7.46% |
$28.1K - $29.1K
|
18.2K
$416K
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.2K+ 0.73% |
$26.6K - $27.5K
|
165K
$3.76M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.17KNew |
$26.1K - $27K
|
1.17K
$26.7K
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.14K+ 3.02% |
$25.4K - $26.2K
|
38.9K
$887K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.13KNew |
$25.2K - $26K
|
1.13K
$25.8K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.13K+ 48.81% |
$25.1K - $25.9K
|
3.44K
$78.5K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 16.96% |
$25.1K - $25.9K
|
7.76K
$177K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.11K+ 1.24% |
$24.6K - $25.5K
|
90.7K
$2.07M
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.1K+ 2.07% |
$24.5K - $25.3K
|
54.2K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 1.25% |
$24K - $24.8K
|
87.3K
$1.99M
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.05KNew |
$23.4K - $24.2K
|
1.05K
$24K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.03K+ 165.06% |
$22.9K - $23.7K
|
1.65K
$37.7K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 2.05% |
$22.4K - $23.1K
|
50K
$1.14M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
966+ 4.32% |
$21.5K - $22.2K
|
23.3K
$533K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
948+ 29.71% |
$21.1K - $21.8K
|
4.14K
$94.5K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
929+ 0.1% |
$20.7K - $21.4K
|
951K
$21.7M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
898+ 3.49% |
$20K - $20.7K
|
26.6K
$607K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
878+ 4.57% |
$19.5K - $20.2K
|
20.1K
$459K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
840+ 375.0% |
$18.7K - $19.3K
|
1.06K
$24.3K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
815+ 2.53% |
$18.1K - $18.7K
|
33.1K
$755K
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
803+ 6.63% |
$17.9K - $18.5K
|
12.9K
$295K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
769+ 6.8% |
$17.1K - $17.7K
|
12.1K
$276K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
765+ 6.92% |
$17K - $17.6K
|
11.8K
$270K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
765+ 6.15% |
$17K - $17.6K
|
13.2K
$302K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
737+ 1.83% |
$16.4K - $17K
|
41K
$935K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
735+ 5.29% |
$16.4K - $16.9K
|
14.6K
$334K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
711+ 26.35% |
$15.8K - $16.4K
|
3.41K
$77.8K
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
694+ 7.62% |
$15.4K - $16K
|
9.81K
$224K
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
665+ 0.79% |
$14.8K - $15.3K
|
85K
$1.94M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
663+ 5.03% |
$14.8K - $15.2K
|
13.8K
$316K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
654+ 3.62% |
$14.6K - $15K
|
18.7K
$427K
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
638+ 5.04% |
$14.2K - $14.7K
|
13.3K
$304K
|