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 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
633+ 1.65% |
$14.1K - $14.6K
|
39K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
612+ 3.91% |
$13.6K - $14.1K
|
16.3K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
603+ 12.7% |
$13.4K - $13.9K
|
5.35K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
545+ 42.81% |
$12.1K - $12.5K
|
1.82K
$41.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
540+ 23.61% |
$12K - $12.4K
|
2.83K
$64.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
535+ 2.06% |
$11.9K - $12.3K
|
26.6K
$606K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
515+ 19.22% |
$11.5K - $11.8K
|
3.2K
$72.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
508+ 2.51% |
$11.3K - $11.7K
|
20.7K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 3.25% |
$11.1K - $11.5K
|
15.9K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
467+ 17.44% |
$10.4K - $10.7K
|
3.15K
$71.8K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
461+ 4.29% |
$10.3K - $10.6K
|
11.2K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
457+ 2.18% |
$10.2K - $10.5K
|
21.4K
$488K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
447+ 1.83% |
$9.95K - $10.3K
|
24.9K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
442+ 138.56% |
$9.83K - $10.2K
|
761
$17.4K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
435+ 8.31% |
$9.68K - $10K
|
5.67K
$129K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
421New |
$9.37K - $9.68K
|
421
$9.61K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
381+ 4.19% |
$8.48K - $8.76K
|
9.48K
$216K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
338New |
$7.52K - $7.77K
|
338
$7.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
328+ 1.32% |
$7.3K - $7.54K
|
25.1K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
317+ 47.03% |
$7.05K - $7.29K
|
991
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
295+ 4.19% |
$6.56K - $6.79K
|
7.33K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
293+ 2.52% |
$6.52K - $6.74K
|
11.9K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
287+ 0.73% |
$6.39K - $6.6K
|
39.6K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
259+ 1.43% |
$5.76K - $5.96K
|
18.4K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
242New |
$5.38K - $5.57K
|
242
$5.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
219+ 2.58% |
$4.87K - $5.04K
|
8.71K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
201+ 2.26% |
$4.47K - $4.62K
|
9.1K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 249.37% |
$4.38K - $4.53K
|
276
$6.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
193+ 2.13% |
$4.29K - $4.44K
|
9.24K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
187+ 0.57% |
$4.16K - $4.3K
|
33.1K
$756K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
171New |
$3.8K - $3.93K
|
171
$3.9K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
171+ 0.42% |
$3.8K - $3.93K
|
41K
$937K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
166+ 1.23% |
$3.69K - $3.82K
|
13.6K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
152+ 1.06% |
$3.38K - $3.5K
|
14.5K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
148+ 592.0% |
$3.29K - $3.4K
|
173
$3.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
137+ 0.76% |
$3.05K - $3.15K
|
18.1K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
120+ 0.27% |
$2.67K - $2.76K
|
44.7K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
115+ 0.54% |
$2.56K - $2.65K
|
21.5K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 13.07% |
$2.43K - $2.51K
|
943
$21.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
109+ 0.32% |
$2.43K - $2.51K
|
34K
$775K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
106New |
$2.36K - $2.44K
|
106
$2.42K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
105New |
$2.34K - $2.42K
|
105
$2.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
102New |
$2.27K - $2.35K
|
102
$2.33K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
97+ 9.08% |
$2.16K - $2.23K
|
1.17K
$26.6K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
70+ 0.23% |
$1.56K - $1.61K
|
30.3K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
67New |
$1.49K - $1.54K
|
67
$1.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
56+ 3.79% |
$1.25K - $1.29K
|
1.53K
$35K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
47+ 1.81% |
$1.05K - $1.08K
|
2.65K
$60.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
40+ 0.15% |
$890 - $920
|
26.4K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33+ 0.19% |
$734 - $759
|
17K
$388K
|