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 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-96.5K- 13.79% |
$2.16M - $2.26M
|
603K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-98.7K- 34.35% |
$2.21M - $2.31M
|
189K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100K- 13.28% |
$2.25M - $2.35M
|
655K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-105K- 6.45% |
$2.35M - $2.47M
|
1.52M
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111K- 22.69% |
$2.49M - $2.61M
|
379K
$8.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-111K- 36.61% |
$2.5M - $2.61M
|
193K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-112K- 44.11% |
$2.52M - $2.64M
|
143K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-114K- 14.44% |
$2.55M - $2.68M
|
676K
$15.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-118K- 47.03% |
$2.64M - $2.77M
|
133K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-120K- 48.14% |
$2.69M - $2.81M
|
129K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127K- 84.66% |
$2.84M - $2.98M
|
23K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-127K- 24.57% |
$2.85M - $2.98M
|
390K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-153K- 7.87% |
$3.43M - $3.59M
|
1.79M
$41.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-154K- 40.16% |
$3.45M - $3.61M
|
229K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-158K- 67.02% |
$3.54M - $3.7M
|
77.7K
$1.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-176K- 60.0% |
$3.94M - $4.13M
|
117K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-192K- 60.89% |
$4.31M - $4.51M
|
124K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-196K- 17.35% |
$4.38M - $4.59M
|
931K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-198K- 84.39% |
$4.42M - $4.63M
|
36.6K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-203K- 43.88% |
$4.54M - $4.75M
|
259K
$5.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-209K- 12.02% |
$4.68M - $4.9M
|
1.53M
$35.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-236K- 2.91% |
$5.28M - $5.53M
|
7.86M
$180M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-237K- 93.37% |
$5.31M - $5.56M
|
16.8K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-246K- 19.67% |
$5.52M - $5.78M
|
1.01M
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-254K- 9.04% |
$5.68M - $5.95M
|
2.55M
$58.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-298K- 16.07% |
$6.68M - $7M
|
1.56M
$35.7M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300K- 94.21% |
$6.72M - $7.03M
|
18.4K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-307K- 90.56% |
$6.87M - $7.2M
|
32K
$733K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-337K- 96.58% |
$7.56M - $7.91M
|
12K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-342K- 92.49% |
$7.66M - $8.02M
|
27.8K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-374K- 55.2% |
$8.37M - $8.76M
|
303K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-616K- 38.75% |
$13.8M - $14.4M
|
974K
$22.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-625K- 57.56% |
$14M - $14.7M
|
461K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-643K- 77.22% |
$14.4M - $15.1M
|
190K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-751K- 12.66% |
$16.8M - $17.6M
|
5.18M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-821K- 64.09% |
$18.4M - $19.3M
|
460K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.1M- 15.09% |
$24.6M - $25.8M
|
6.2M
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-1.67M- 61.13% |
$37.3M - $39.1M
|
1.06M
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.3M- 93.41% |
$51.6M - $54M
|
163K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.45M- 98.66% |
$99.7M - $104M
|
60.4K
$1.39M
|