Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.19M+ 8.74% |
$49.5M - $50.8M
|
27.2M
$633M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01M+ 57.82% |
$22.8M - $23.4M
|
2.75M
$64.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
702K+ 29.19% |
$15.9M - $16.3M
|
3.1M
$72.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
660K+ 33.4% |
$14.9M - $15.3M
|
2.63M
$61.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
647K+ 59.25% |
$14.6M - $15M
|
1.74M
$40.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
388K+ 333.45% |
$8.78M - $9.01M
|
504K
$11.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
339K+ 11.07% |
$7.69M - $7.88M
|
3.41M
$79.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
314K+ 4.91% |
$7.1M - $7.29M
|
6.7M
$156M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
300K+ 31.58% |
$6.79M - $6.97M
|
1.25M
$29.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
262K+ 41.26% |
$5.94M - $6.09M
|
898K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
243KNew |
$5.5M - $5.65M
|
243K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
203K+ 6.19% |
$4.61M - $4.72M
|
3.49M
$81.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
200K+ 14.71% |
$4.53M - $4.64M
|
1.56M
$36.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
157K+ 11.92% |
$3.56M - $3.65M
|
1.48M
$34.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
142K+ 115.75% |
$3.22M - $3.31M
|
265K
$6.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
139K+ 4.31% |
$3.15M - $3.23M
|
3.37M
$78.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
114K+ 107.69% |
$2.59M - $2.66M
|
221K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
92.8KNew |
$2.1M - $2.15M
|
92.8K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87.9K+ 10.21% |
$1.99M - $2.04M
|
949K
$22.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71.2K+ 8.96% |
$1.61M - $1.65M
|
865K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
67.7K+ 32.96% |
$1.53M - $1.57M
|
273K
$6.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
65.8K+ 7.29% |
$1.49M - $1.53M
|
968K
$22.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
61.5KNew |
$1.39M - $1.43M
|
61.5K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
60.4K+ 11.07% |
$1.37M - $1.4M
|
606K
$14.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
55.4K+ 52.96% |
$1.25M - $1.29M
|
160K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
54.4K+ 245.04% |
$1.23M - $1.26M
|
76.6K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.8K+ 6.89% |
$1.22M - $1.25M
|
836K
$19.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
51.4K+ 194.92% |
$1.16M - $1.19M
|
77.8K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.9K+ 4.04% |
$1.15M - $1.18M
|
1.31M
$30.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.7K+ 2.15% |
$1.08M - $1.11M
|
2.27M
$52.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
47K+ 17.61% |
$1.06M - $1.09M
|
314K
$7.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
40.8K+ 50.92% |
$924K - $947K
|
121K
$2.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
39.5K+ 333.27% |
$894K - $917K
|
51.4K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.2KNew |
$886K - $909K
|
39.2K
$910K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.6KNew |
$829K - $850K
|
36.6K
$851K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
34.9K+ 3.37% |
$790K - $810K
|
1.07M
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
32.5K+ 141.58% |
$735K - $754K
|
55.4K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
30.6K+ 13.93% |
$693K - $710K
|
250K
$5.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
26.9KNew |
$609K - $624K
|
26.9K
$625K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.4K+ 35.5% |
$575K - $590K
|
97K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
22.3K+ 4.35% |
$504K - $517K
|
534K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
21.9KNew |
$495K - $508K
|
21.9K
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.6K+ 9.76% |
$465K - $477K
|
231K
$5.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20K+ 11.11% |
$454K - $465K
|
200K
$4.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.8K+ 86.14% |
$426K - $437K
|
40.7K
$945K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$422K - $433K
|
18.6K
$433K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.3K+ 14.49% |
$415K - $426K
|
145K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
17.8K+ 9.24% |
$404K - $414K
|
211K
$4.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
17.6K+ 4.76% |
$398K - $408K
|
387K
$9M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.1K+ 74.21% |
$364K - $373K
|
37.7K
$877K
|