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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.1K+ 74.21% |
$364K - $373K
|
37.7K
$877K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.7K+ 17.61% |
$356K - $365K
|
105K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
14.9K+ 2.95% |
$338K - $347K
|
522K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 2.36% |
$334K - $343K
|
640K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14.6K+ 40.11% |
$330K - $338K
|
50.9K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14.5K+ 15.91% |
$329K - $338K
|
106K
$2.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$329K - $337K
|
14.5K
$337K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.3KNew |
$324K - $332K
|
14.3K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.3K+ 1.97% |
$324K - $332K
|
741K
$17.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.7K+ 7.33% |
$310K - $318K
|
200K
$4.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
13.4K+ 12.06% |
$304K - $311K
|
125K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 18.5% |
$299K - $307K
|
84.7K
$1.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.1K+ 5.49% |
$296K - $304K
|
251K
$5.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.9KNew |
$293K - $301K
|
12.9K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.6KNew |
$286K - $293K
|
12.6K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.5K+ 14.46% |
$282K - $290K
|
98.7K
$2.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.4K+ 4.85% |
$281K - $288K
|
268K
$6.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9K+ 45.92% |
$269K - $276K
|
37.7K
$877K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 17.45% |
$266K - $273K
|
79.2K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.6K+ 21.18% |
$263K - $270K
|
66.4K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11K+ 113.74% |
$250K - $256K
|
20.7K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.7KNew |
$243K - $249K
|
10.7K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 13.51% |
$238K - $244K
|
88.4K
$2.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.68KNew |
$219K - $225K
|
9.68K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.68KNew |
$219K - $225K
|
9.68K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.43K+ 26.88% |
$213K - $219K
|
44.5K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.13KNew |
$207K - $212K
|
9.13K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9KNew |
$204K - $209K
|
9K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.91KNew |
$202K - $207K
|
8.91K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.35K+ 52.74% |
$166K - $171K
|
21.3K
$495K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7K+ 1.42% |
$158K - $162K
|
498K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
6.8K+ 4.18% |
$154K - $158K
|
170K
$3.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.31K+ 5.75% |
$143K - $146K
|
116K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.2K+ 33.2% |
$140K - $144K
|
24.9K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.9K+ 3.19% |
$134K - $137K
|
191K
$4.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.62K+ 10.32% |
$127K - $131K
|
60.1K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.15K+ 9.57% |
$117K - $120K
|
59K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.11K+ 12.73% |
$116K - $119K
|
45.2K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.67K+ 2.73% |
$106K - $108K
|
176K
$4.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.62K+ 9.31% |
$105K - $107K
|
54.3K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.59K+ 40.07% |
$104K - $107K
|
16.1K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.48K+ 5.05% |
$101K - $104K
|
93.1K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.44K+ 2.84% |
$101K - $103K
|
161K
$3.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.38K+ 36.89% |
$99.2K - $102K
|
16.3K
$378K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.82K+ 9.4% |
$86.5K - $88.7K
|
44.5K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.6K+ 11.09% |
$81.6K - $83.7K
|
36.1K
$839K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.43K+ 4.12% |
$77.7K - $79.7K
|
86.8K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.3K+ 8.64% |
$74.8K - $76.7K
|
41.6K
$966K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.27KNew |
$74K - $75.9K
|
3.27K
$76K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.2K+ 12.8% |
$72.4K - $74.2K
|
28.2K
$655K
|