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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-197- 7.64% |
$4.41K - $4.62K
|
2.38K
$53.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-224- 0.05% |
$5.02K - $5.25K
|
436K
$9.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-232- 86.25% |
$5.19K - $5.44K
|
37
$835
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-493- 1.98% |
$11K - $11.6K
|
24.5K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-499- 1.89% |
$11.2K - $11.7K
|
25.9K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 1.17% |
$12.3K - $12.9K
|
46.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-575- 2.39% |
$12.9K - $13.5K
|
23.5K
$529K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-744- 90.84% |
$16.7K - $17.4K
|
75
$1.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-820- 5.84% |
$18.4K - $19.2K
|
13.2K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-927- 2.22% |
$20.8K - $21.7K
|
40.9K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 4.34% |
$23.8K - $25K
|
23.5K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.08K- 2.6% |
$24.2K - $25.4K
|
40.5K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 14.93% |
$24.3K - $25.5K
|
6.19K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.09K- 7.1% |
$24.4K - $25.6K
|
14.3K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.34% |
$27.2K - $28.5K
|
26.8K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.42K- 5.23% |
$31.9K - $33.4K
|
25.8K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 11.72% |
$33.6K - $35.2K
|
11.3K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 3.65% |
$35.5K - $37.1K
|
41.9K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$35.8K - $37.5K
|
159K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75K- 1.25% |
$39.2K - $41K
|
138K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.8K- 79.99% |
$40.4K - $42.3K
|
451
$10.2K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.83K- 7.55% |
$40.9K - $42.9K
|
22.4K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 1.24% |
$41.3K - $43.2K
|
147K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 7.81% |
$41.6K - $43.6K
|
21.9K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.9K- 7.16% |
$42.6K - $44.6K
|
24.6K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.94K- 0.97% |
$43.3K - $45.4K
|
197K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 2.68% |
$43.3K - $45.4K
|
70.4K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.01K- 1.14% |
$44.9K - $47.1K
|
174K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.49K- 93.0% |
$55.7K - $58.3K
|
187
$4.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.63K- 18.59% |
$58.9K - $61.7K
|
11.5K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.68K- 14.76% |
$60K - $62.8K
|
15.5K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 15.82% |
$61.5K - $64.4K
|
14.6K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.87K- 14.69% |
$64.2K - $67.3K
|
16.7K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.18K- 1.32% |
$71.2K - $74.6K
|
237K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-3.61K- 3.64% |
$80.9K - $84.7K
|
95.6K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.3K- 11.76% |
$96.3K - $101K
|
32.3K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.33K- 17.22% |
$97K - $102K
|
20.8K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.38K- 0.43% |
$98.1K - $103K
|
1.02M
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.49K- 10.58% |
$101K - $105K
|
37.9K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.76K- 2.66% |
$106K - $112K
|
174K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-5.59K- 1.36% |
$125K - $131K
|
404K
$9.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.7K- 49.66% |
$128K - $134K
|
5.78K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.74K- 17.74% |
$128K - $135K
|
26.6K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 28.31% |
$144K - $150K
|
16.3K
$367K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.59K- 9.64% |
$148K - $154K
|
61.8K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 8.99% |
$153K - $160K
|
69K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.52K- 42.28% |
$168K - $176K
|
10.3K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 2.03% |
$172K - $181K
|
371K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-8K- 39.03% |
$179K - $188K
|
12.5K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 8.53% |
$184K - $193K
|
88.1K
$1.99M
|