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 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.88K+ 48.89% |
$176K - $185K
|
24K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.63K+ 12.02% |
$171K - $179K
|
71.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7.41K+ 2.19% |
$166K - $174K
|
346K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.23K+ 1.1% |
$162K - $170K
|
667K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
7.19K+ 20.88% |
$161K - $169K
|
41.6K
$949K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7K+ 41.37% |
$157K - $164K
|
23.9K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.68% |
$147K - $154K
|
58.3K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.39K+ 986.11% |
$143K - $150K
|
7.04K
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
6.25K+ 328.03% |
$140K - $147K
|
8.15K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6K+ 48.84% |
$134K - $141K
|
18.3K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.97K+ 20.43% |
$134K - $140K
|
35.2K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85K+ 8.02% |
$131K - $137K
|
78.8K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 4.21% |
$131K - $137K
|
145K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.78KNew |
$129K - $136K
|
5.78K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.78K+ 61.77% |
$129K - $136K
|
15.1K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 3.19% |
$126K - $132K
|
182K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.17K+ 102.17% |
$116K - $121K
|
10.2K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 5.49% |
$114K - $120K
|
98K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.1K+ 3.21% |
$114K - $120K
|
164K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06K+ 14.77% |
$113K - $119K
|
39.3K
$896K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.95K+ 4.35% |
$111K - $116K
|
119K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.94K+ 45.16% |
$111K - $116K
|
15.9K
$362K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.89K+ 5.27% |
$110K - $115K
|
97.7K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.85K+ 3.34% |
$109K - $114K
|
150K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.78K+ 5.88% |
$107K - $112K
|
86.1K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.77K+ 8.05% |
$107K - $112K
|
64K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4.76KNew |
$107K - $112K
|
4.76K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.65K+ 1006.49% |
$104K - $109K
|
5.11K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.49K+ 24.15% |
$100K - $105K
|
23.1K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 8.07% |
$97.9K - $103K
|
58.6K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.34K+ 6.78% |
$97.1K - $102K
|
68.3K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.32K+ 2.24% |
$96.7K - $101K
|
197K
$4.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.24K+ 10.85% |
$95K - $99.5K
|
43.3K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.22K+ 13.14% |
$94.4K - $98.9K
|
36.3K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
4.09K+ 29.12% |
$91.5K - $95.8K
|
18.1K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.91K+ 2.45% |
$87.6K - $91.8K
|
163K
$3.73M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.89K+ 11.65% |
$87.2K - $91.3K
|
37.3K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 13.14% |
$87.1K - $91.2K
|
33.5K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.8K+ 5.2% |
$85K - $89.1K
|
76.9K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.77K+ 57.89% |
$84.4K - $88.4K
|
10.3K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.74K+ 17.78% |
$83.7K - $87.7K
|
24.8K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.69K+ 5.78% |
$82.7K - $86.6K
|
67.6K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.57K+ 40.16% |
$79.9K - $83.6K
|
12.4K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.45K+ 3.77% |
$77.2K - $80.8K
|
94.9K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.44K+ 5.22% |
$77K - $80.6K
|
69.3K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.4K+ 17.95% |
$76.1K - $79.7K
|
22.3K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.35K+ 0.98% |
$74.9K - $78.5K
|
346K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.34K+ 25.45% |
$74.9K - $78.4K
|
16.5K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.25K+ 2.54% |
$72.8K - $76.3K
|
131K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.25K+ 0.18% |
$72.8K - $76.3K
|
1.86M
$42.3M
|