Purchases and Sales Made in Q4 2024 in Ishares 25+ Year Treasury Stri (GOVZ)
This table provides information about the institutional ownership of Ishares 25+ Year Treasury Stri (GOVZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
116K+ 20.19% |
$1.14M - $1.38M
|
688K
$7.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75.2KNew |
$741K - $894K
|
75.2K
$769K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
34KNew |
$335K - $405K
|
34K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.8KNew |
$333K - $402K
|
33.8K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.2K+ 74.63% |
$258K - $312K
|
61.3K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.5KNew |
$222K - $268K
|
22.5K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
966+ 9.06% |
$9.52K - $11.5K
|
11.6K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.7K- 99.59% |
$16.7K - $20.2K
|
7
$71.6
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-31.7K- 59.7% |
$313K - $377K
|
21.4K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-454K- 18.49% |
$4.47M - $5.4M
|
2M
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-658K- 49.94% |
$6.49M - $7.83M
|
660K
$6.75M
|