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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.1K+ 6.58% |
$316K - $331K
|
228K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 2.98% |
$313K - $328K
|
483K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14KNew |
$313K - $328K
|
14K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13.9KNew |
$312K - $327K
|
13.9K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13.8KNew |
$309K - $323K
|
13.8K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.8K+ 10.26% |
$308K - $322K
|
148K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13.4KNew |
$300K - $314K
|
13.4K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.3K+ 5.09% |
$298K - $312K
|
275K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13KNew |
$292K - $306K
|
13K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.7KNew |
$284K - $297K
|
12.7K
$291K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
12.6KNew |
$282K - $295K
|
12.6K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 0.54% |
$282K - $295K
|
2.33M
$53.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$278K - $291K
|
12.4K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$275K - $288K
|
12.3K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
12.1KNew |
$271K - $284K
|
12.1K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12K+ 3.25% |
$269K - $282K
|
381K
$8.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12K+ 55.2% |
$269K - $281K
|
33.7K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.9K+ 15.07% |
$267K - $280K
|
91.2K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.3K+ 33.34% |
$252K - $264K
|
45K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.2K+ 73.52% |
$250K - $262K
|
26.4K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 15.07% |
$235K - $246K
|
80.2K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
10.4KNew |
$232K - $243K
|
10.4K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 2.25% |
$232K - $243K
|
470K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
10.3KNew |
$230K - $241K
|
10.3K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
9.92K+ 12.46% |
$222K - $233K
|
89.6K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.85K+ 56.12% |
$220K - $231K
|
27.4K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.73K+ 10.16% |
$218K - $228K
|
105K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.64K+ 4.91% |
$216K - $226K
|
206K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.44K+ 4.36% |
$211K - $221K
|
226K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.41K+ 7.21% |
$211K - $221K
|
140K
$3.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.37K+ 39.16% |
$210K - $220K
|
33.3K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.32KNew |
$209K - $219K
|
9.32K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.23K+ 1.77% |
$207K - $216K
|
531K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9.11KNew |
$204K - $214K
|
9.11K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9.1KNew |
$204K - $213K
|
9.1K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.06K+ 17.66% |
$203K - $213K
|
60.4K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.05KNew |
$203K - $212K
|
9.05K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.98KNew |
$201K - $211K
|
8.98K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.96KNew |
$201K - $210K
|
8.96K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.92KNew |
$200K - $209K
|
8.92K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.76K+ 218.58% |
$196K - $205K
|
12.8K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
8.73K+ 7.31% |
$195K - $205K
|
128K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.58K+ 1.69% |
$192K - $201K
|
517K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.5KNew |
$190K - $199K
|
8.5K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
8.33K+ 6.33% |
$186K - $195K
|
140K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.25K+ 51.03% |
$185K - $193K
|
24.4K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.1K+ 2.48% |
$181K - $190K
|
334K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
7.94KNew |
$178K - $186K
|
7.94K
$182K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.91K+ 7.86% |
$177K - $186K
|
109K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.88K+ 48.89% |
$176K - $185K
|
24K
$550K
|