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 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 8.07% |
$97.9K - $103K
|
58.6K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.34K+ 6.78% |
$97.1K - $102K
|
68.3K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.22K+ 13.14% |
$94.4K - $98.9K
|
36.3K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.91K+ 2.45% |
$87.6K - $91.8K
|
163K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.77K+ 57.89% |
$84.4K - $88.4K
|
10.3K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.74K+ 17.78% |
$83.7K - $87.7K
|
24.8K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.35K+ 0.98% |
$74.9K - $78.5K
|
346K
$7.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.25K+ 0.18% |
$72.8K - $76.3K
|
1.86M
$41.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.25K+ 2.54% |
$72.8K - $76.3K
|
131K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05K+ 4.33% |
$68.3K - $71.5K
|
73.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.04K+ 26.59% |
$68.1K - $71.3K
|
14.5K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.03K+ 3.73% |
$67.9K - $71.1K
|
84.4K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.03K+ 21.2% |
$67.9K - $71.1K
|
17.3K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.01K+ 25.54% |
$67.5K - $70.7K
|
14.8K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.93K+ 3.76% |
$65.6K - $68.7K
|
80.9K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.85K+ 7.83% |
$63.9K - $66.9K
|
39.3K
$888K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.68KNew |
$60K - $62.8K
|
2.68K
$60.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.67K+ 1.92% |
$59.8K - $62.7K
|
142K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.01K+ 59.5% |
$45.1K - $47.2K
|
5.4K
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.88KNew |
$42.1K - $44.1K
|
1.88K
$42.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.79K+ 1.23% |
$40.2K - $42.1K
|
147K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.48KNew |
$33.1K - $34.6K
|
1.48K
$33.4K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 15.15% |
$32.9K - $34.4K
|
11.2K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.46K+ 3.93% |
$32.7K - $34.3K
|
38.6K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.37K+ 3.51% |
$30.6K - $32K
|
40.2K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.25KNew |
$28.1K - $29.4K
|
1.25K
$28.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15K+ 8.08% |
$25.7K - $27K
|
15.4K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 3.06% |
$25.3K - $26.5K
|
38K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.13KNew |
$25.2K - $26.4K
|
1.13K
$25.4K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.05K+ 1.85% |
$23.6K - $24.7K
|
58.1K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
980+ 122.96% |
$21.9K - $23K
|
1.78K
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
888+ 2.63% |
$19.9K - $20.8K
|
34.6K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
788+ 1.15% |
$17.6K - $18.5K
|
69.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
657+ 5.7% |
$14.7K - $15.4K
|
12.2K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
656+ 0.79% |
$14.7K - $15.4K
|
83.9K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
649New |
$14.5K - $15.2K
|
649
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
628New |
$14.1K - $14.7K
|
628
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
591+ 2.84% |
$13.2K - $13.9K
|
21.4K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 5.76% |
$11.3K - $11.8K
|
9.28K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
456+ 2.26% |
$10.2K - $10.7K
|
20.6K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
420+ 1.09% |
$9.4K - $9.85K
|
38.8K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
395+ 8.17% |
$8.84K - $9.26K
|
5.23K
$118K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375+ 5.99% |
$8.4K - $8.79K
|
6.64K
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
361+ 4.2% |
$8.08K - $8.47K
|
8.95K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
343+ 1.48% |
$7.68K - $8.04K
|
23.5K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
319+ 3.47% |
$7.14K - $7.48K
|
9.52K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
315+ 110.53% |
$7.05K - $7.39K
|
600
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
302+ 2.89% |
$6.76K - $7.08K
|
10.7K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
239+ 1.55% |
$5.35K - $5.6K
|
15.7K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 13.52% |
$4.57K - $4.78K
|
1.71K
$38.7K
|