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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 6.67% |
$445 - $460
|
320
$7.3K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
16+ 0.11% |
$356 - $368
|
14.3K
$326K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$334 - $345
|
15
$342
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.05% |
$267 - $276
|
22.2K
$507K
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6+ 0.01% |
$134 - $138
|
64K
$1.46M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.52% |
$111 - $115
|
967
$22.1K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.62% |
$89 - $92
|
653
$14.9K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.58% |
$89 - $92
|
691
$15.8K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$66.8 - $69
|
4.79K
$109K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.59% |
$66.8 - $69
|
515
$11.8K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2+ 0.01% |
$44.5 - $46
|
18.3K
$418K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$44.5 - $46
|
242
$5.52K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.57% |
$22.3 - $23
|
177
$4.04K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.89% |
$22.3 - $23
|
113
$2.58K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1+ 0.01% |
$22.3 - $23
|
8.96K
$204K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$22.3 - $23
|
4.21K
$96K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 0.01% |
$22.3 - $23
|
12.6K
$287K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.33% |
$22.3 - $23
|
76
$1.73K
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.0% |
$22.3 - $23
|
44.8K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 23.08% |
$267 - $276
|
40
$913
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14- 0.02% |
$312 - $322
|
80.8K
$1.84M
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-18- 0.12% |
$401 - $414
|
14.5K
$330K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 1.6% |
$579 - $598
|
1.6K
$36.6K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-31- 0.06% |
$690 - $713
|
49.6K
$1.13M
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-33- 0.13% |
$734 - $759
|
25.9K
$591K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40- 0.42% |
$890 - $920
|
9.48K
$216K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-50- 0.33% |
$1.11K - $1.15K
|
15.3K
$348K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-51- 0.38% |
$1.13K - $1.17K
|
13.4K
$307K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-70- 0.18% |
$1.56K - $1.61K
|
38.7K
$883K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-78- 9.04% |
$1.74K - $1.79K
|
785
$17.9K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-80- 12.74% |
$1.78K - $1.84K
|
548
$12.5K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-80- 1.38% |
$1.78K - $1.84K
|
5.7K
$130K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-82- 44.81% |
$1.82K - $1.89K
|
101
$2.3K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-90- 1.01% |
$2K - $2.07K
|
8.86K
$202K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-97- 0.62% |
$2.16K - $2.23K
|
15.7K
$357K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-102- 4.28% |
$2.27K - $2.35K
|
2.28K
$52K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-108- 0.71% |
$2.4K - $2.48K
|
15K
$343K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-143- 1.91% |
$3.18K - $3.29K
|
7.34K
$168K
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-149- 0.28% |
$3.32K - $3.43K
|
53K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-149- 7.93% |
$3.32K - $3.43K
|
1.73K
$39.5K
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-177- 0.51% |
$3.94K - $4.07K
|
34.7K
$793K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-181- 1.32% |
$4.03K - $4.16K
|
13.5K
$309K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-182- 78.79% |
$4.05K - $4.19K
|
49
$1.12K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-186- 1.64% |
$4.14K - $4.28K
|
11.2K
$255K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-223- 51.15% |
$4.96K - $5.13K
|
213
$4.86K
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-231- 4.0% |
$5.14K - $5.31K
|
5.55K
$127K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-232- 1.16% |
$5.16K - $5.34K
|
19.8K
$451K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-233- 0.13% |
$5.18K - $5.36K
|
182K
$4.14M
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-249- 0.7% |
$5.54K - $5.73K
|
35.5K
$810K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-271- 16.31% |
$6.03K - $6.23K
|
1.39K
$31.7K
|