Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 0.6% |
$84.7K - $87.1K
|
626K
$14.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-3.84K- 16.77% |
$86.4K - $88.9K
|
19K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.85K- 91.41% |
$86.9K - $89.3K
|
362
$8.32K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3.89K- 14.32% |
$87.8K - $90.2K
|
23.3K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.07K- 9.08% |
$91.7K - $94.3K
|
40.8K
$937K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-4.12K- 22.41% |
$92.8K - $95.4K
|
14.3K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.16K- 1.1% |
$93.8K - $96.4K
|
373K
$8.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.35K- 20.51% |
$98K - $101K
|
16.9K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 0.87% |
$101K - $104K
|
510K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.58K- 10.36% |
$103K - $106K
|
39.6K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.64K- 4.33% |
$104K - $107K
|
102K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.66K- 11.51% |
$105K - $108K
|
35.8K
$823K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.66K- 12.69% |
$105K - $108K
|
32.1K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.91K- 35.62% |
$111K - $114K
|
8.87K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.95K- 8.42% |
$111K - $115K
|
53.8K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.02K- 88.04% |
$113K - $116K
|
682
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.3K- 3.64% |
$119K - $123K
|
140K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.63K- 12.08% |
$127K - $130K
|
41K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.9K- 24.9% |
$133K - $137K
|
17.8K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.03K- 29.49% |
$136K - $140K
|
14.4K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.25K- 18.34% |
$141K - $145K
|
27.8K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.43K- 5.05% |
$145K - $149K
|
121K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.49K- 42.05% |
$146K - $150K
|
8.94K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.55K- 3.24% |
$148K - $152K
|
196K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.69K- 91.16% |
$151K - $155K
|
648
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.7K- 8.57% |
$151K - $155K
|
71.5K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.74K- 7.31% |
$152K - $156K
|
85.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.07K- 13.47% |
$159K - $164K
|
45.4K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.16K- 6.14% |
$161K - $166K
|
109K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.18K- 29.02% |
$162K - $166K
|
17.6K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.33K- 64.83% |
$165K - $170K
|
3.97K
$91.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.91K- 9.25% |
$178K - $183K
|
77.6K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.98K- 0.49% |
$180K - $185K
|
1.63M
$37.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.33K- 22.37% |
$188K - $193K
|
28.9K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.39K- 3.41% |
$189K - $194K
|
237K
$5.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.64K- 12.45% |
$195K - $200K
|
60.8K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.76K- 29.58% |
$197K - $203K
|
20.9K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9K- 1.62% |
$203K - $208K
|
545K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-9K- 23.14% |
$203K - $208K
|
29.9K
$687K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-9.1K- 17.41% |
$205K - $211K
|
43.2K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-9.22K- 36.37% |
$208K - $214K
|
16.1K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.36K- 13.83% |
$211K - $217K
|
58.3K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.86K- 37.13% |
$222K - $228K
|
16.7K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-10.2K- 4.6% |
$229K - $235K
|
211K
$4.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.6K- 29.05% |
$240K - $246K
|
26K
$597K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.9K- 30.07% |
$246K - $253K
|
25.4K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 52.31% |
$247K - $254K
|
9.98K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11.3K- 5.65% |
$255K - $262K
|
189K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 21.08% |
$257K - $264K
|
42.6K
$980K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.6K- 15.03% |
$260K - $268K
|
65.4K
$1.5M
|