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 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
185+ 4.8% |
$4.14K - $4.34K
|
4.04K
$91.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
157+ 1.37% |
$3.52K - $3.68K
|
11.7K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
67New |
$1.5K - $1.57K
|
67
$1.51K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
60+ 6.65% |
$1.34K - $1.41K
|
962
$21.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
49+ 0.45% |
$1.1K - $1.15K
|
11K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 1.81% |
$649 - $680
|
1.63K
$36.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 6.76% |
$425 - $446
|
300
$6.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.09% |
$224 - $235
|
11.1K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 1.09% |
$179 - $188
|
739
$16.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7+ 1.03% |
$157 - $164
|
687
$15.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 8.33% |
$89.6 - $93.8
|
52
$1.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$44.8 - $46.9
|
4.79K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.1% |
$44.8 - $46.9
|
2.04K
$46K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.02% |
$22.4 - $23.5
|
99
$2.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.93% |
$67.2 - $70.4
|
319
$7.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-70- 0.79% |
$1.57K - $1.64K
|
8.75K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-79- 1.35% |
$1.77K - $1.85K
|
5.78K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-85- 0.22% |
$1.9K - $1.99K
|
37.9K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-143- 1.48% |
$3.2K - $3.35K
|
9.55K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-172- 1.16% |
$3.85K - $4.03K
|
14.7K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-197- 7.64% |
$4.41K - $4.62K
|
2.38K
$53.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-224- 0.05% |
$5.02K - $5.25K
|
436K
$9.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-232- 86.25% |
$5.19K - $5.44K
|
37
$835
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-436- 2.5% |
$9.76K - $10.2K
|
17K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-493- 1.98% |
$11K - $11.6K
|
24.5K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-499- 1.89% |
$11.2K - $11.7K
|
25.9K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 2.6% |
$11.2K - $11.7K
|
18.7K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-542- 5.38% |
$12.1K - $12.7K
|
9.54K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 1.17% |
$12.3K - $12.9K
|
46.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-575- 2.39% |
$12.9K - $13.5K
|
23.5K
$530K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-744- 90.84% |
$16.7K - $17.4K
|
75
$1.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-820- 5.84% |
$18.4K - $19.2K
|
13.2K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-927- 2.22% |
$20.8K - $21.7K
|
40.9K
$923K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 4.34% |
$23.8K - $25K
|
23.5K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.08K- 2.6% |
$24.2K - $25.4K
|
40.5K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 14.93% |
$24.3K - $25.5K
|
6.19K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.09K- 7.1% |
$24.4K - $25.6K
|
14.3K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.34% |
$27.2K - $28.5K
|
26.8K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.42K- 5.23% |
$31.9K - $33.4K
|
25.8K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 11.72% |
$33.6K - $35.2K
|
11.3K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 3.5% |
$33.8K - $35.4K
|
41.6K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 3.65% |
$35.5K - $37.1K
|
41.9K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$35.8K - $37.5K
|
159K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 7.14% |
$36K - $37.7K
|
20.9K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75K- 1.25% |
$39.2K - $41K
|
138K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.8K- 79.99% |
$40.4K - $42.3K
|
451
$10.2K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.83K- 7.55% |
$40.9K - $42.9K
|
22.4K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 1.24% |
$41.3K - $43.2K
|
147K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 7.81% |
$41.6K - $43.6K
|
21.9K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.9K- 7.16% |
$42.6K - $44.6K
|
24.6K
$556K
|