Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
38.8KNew |
$869K - $910K
|
38.8K
$880K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 2.61% |
$859K - $900K
|
1.51M
$34.1M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
35.4K+ 25.12% |
$792K - $830K
|
176K
$4M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34K+ 9.99% |
$762K - $798K
|
375K
$8.49M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$740K - $775K
|
33.1K
$750K
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
32.5K+ 47.8% |
$728K - $763K
|
101K
$2.28M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
32.1K+ 32.41% |
$720K - $754K
|
131K
$2.98M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31.2K+ 83.01% |
$699K - $733K
|
68.9K
$1.56M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
31.1KNew |
$697K - $730K
|
31.1K
$706K
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
31.1K+ 3.19% |
$697K - $730K
|
1.01M
$22.8M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.8KNew |
$689K - $721K
|
30.8K
$697K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.4K+ 176.54% |
$682K - $714K
|
47.7K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30.2KNew |
$677K - $709K
|
30.2K
$686K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
28.6K+ 67.63% |
$641K - $671K
|
70.9K
$1.61M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
28.4K+ 3.11% |
$635K - $665K
|
939K
$21.3M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
28.3KNew |
$635K - $665K
|
28.3K
$643K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26.3K+ 8.38% |
$589K - $617K
|
340K
$7.71M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25.5K+ 49.59% |
$571K - $598K
|
76.9K
$1.74M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 4.79% |
$567K - $594K
|
554K
$12.6M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25K+ 2.42% |
$559K - $585K
|
1.06M
$23.9M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 3.2% |
$558K - $585K
|
805K
$18.2M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.5K+ 16.51% |
$549K - $575K
|
173K
$3.92M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.1K+ 34.01% |
$539K - $565K
|
94.9K
$2.15M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22.6K+ 163.66% |
$506K - $530K
|
36.4K
$825K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.4K+ 2.0% |
$502K - $526K
|
1.14M
$25.9M
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.9K+ 4.24% |
$490K - $513K
|
538K
$12.2M
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
21.8KNew |
$487K - $510K
|
21.8K
$493K
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
19.9K+ 5.57% |
$445K - $466K
|
377K
$8.54M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
19.2KNew |
$430K - $451K
|
19.2K
$436K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
17.9KNew |
$402K - $421K
|
17.9K
$407K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 3.1% |
$392K - $411K
|
582K
$13.2M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17.1K+ 3452.53% |
$383K - $401K
|
17.6K
$399K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 3.83% |
$381K - $399K
|
461K
$10.4M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$385K
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 20.07% |
$376K - $394K
|
100K
$2.28M
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$366K - $384K
|
16.4K
$371K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.1KNew |
$360K - $377K
|
16.1K
$365K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.3KNew |
$342K - $358K
|
15.3K
$346K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
14.4KNew |
$323K - $338K
|
14.4K
$327K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.1K+ 6.58% |
$316K - $331K
|
228K
$5.18M
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 2.98% |
$313K - $328K
|
483K
$11M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.3K+ 5.09% |
$298K - $312K
|
275K
$6.23M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.7KNew |
$284K - $297K
|
12.7K
$287K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 0.54% |
$282K - $295K
|
2.33M
$52.9M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$278K - $291K
|
12.4K
$281K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$275K - $288K
|
12.3K
$278K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12K+ 3.25% |
$269K - $282K
|
381K
$8.64M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12K+ 55.2% |
$269K - $281K
|
33.7K
$765K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.9K+ 15.07% |
$267K - $280K
|
91.2K
$2.07M
|