Purchases and Sales Made in Q3 2024 in Ishares 25+ Year Treasury Stri (GOVZ)
This table provides information about the institutional ownership of Ishares 25+ Year Treasury Stri (GOVZ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES 25+ YEAR TREASURY STRI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
447K+ 92.64% |
$4.68M - $5.57M
|
930K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
270KNew |
$2.83M - $3.36M
|
270K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
152K+ 6.62% |
$1.59M - $1.9M
|
2.45M
$26.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
136K+ 566.91% |
$1.42M - $1.69M
|
160K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
106K+ 8.75% |
$1.11M - $1.32M
|
1.32M
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
63.6KNew |
$665K - $792K
|
63.6K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.1KNew |
$367K - $437K
|
35.1K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.5K+ 22.51% |
$330K - $392K
|
172K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.9K+ 1.94% |
$114K - $135K
|
572K
$6.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.88K+ 14.87% |
$71.9K - $85.6K
|
53.1K
$565K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.71KNew |
$17.8K - $21.2K
|
1.71K
$18.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9.87K- 1.68% |
$103K - $123K
|
579K
$6.16M
|