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 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16.5K- 4.34% |
$373K - $382K
|
362K
$8.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16.7K- 56.98% |
$379K - $388K
|
12.6K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-16.8K- 15.37% |
$381K - $391K
|
92.6K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-16.9K- 99.86% |
$383K - $393K
|
23
$535
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 7.75% |
$508K - $521K
|
267K
$6.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-22.6K- 2.68% |
$512K - $525K
|
822K
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-31.1K- 7.63% |
$703K - $722K
|
376K
$8.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-34.4K- 20.65% |
$778K - $798K
|
132K
$3.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.4K- 83.55% |
$847K - $869K
|
7.37K
$171K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-42.1K- 66.29% |
$954K - $978K
|
21.4K
$498K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-43.1K- 63.76% |
$976K - $1M
|
24.5K
$570K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-52.3K- 68.35% |
$1.18M - $1.22M
|
24.2K
$563K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-53.4K- 46.15% |
$1.21M - $1.24M
|
62.3K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-53.4K- 3.29% |
$1.21M - $1.24M
|
1.57M
$36.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pacific Wealth Management
|
SELL
|
- |
-69.8K- 10.5% |
$1.58M - $1.62M
|
595K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-76.8K- 69.13% |
$1.74M - $1.78M
|
34.3K
$798K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-91.2K- 86.05% |
$2.06M - $2.12M
|
14.8K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-96.9K- 20.96% |
$2.19M - $2.25M
|
365K
$8.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-196K- 76.2% |
$4.43M - $4.54M
|
61.1K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-211K- 57.31% |
$4.77M - $4.89M
|
157K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-233K- 16.93% |
$5.28M - $5.41M
|
1.14M
$26.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-280K- 33.04% |
$6.34M - $6.5M
|
567K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-305K- 38.09% |
$6.9M - $7.08M
|
495K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-379K- 95.79% |
$8.59M - $8.81M
|
16.6K
$387K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-416K- 0.6% |
$9.41M - $9.66M
|
68.7M
$1.6B
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.07M- 5.11% |
$24.3M - $24.9M
|
19.9M
$463M
|