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 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05K+ 4.33% |
$68.3K - $71.5K
|
73.5K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.04K+ 26.59% |
$68.1K - $71.3K
|
14.5K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.03K+ 3.73% |
$67.9K - $71.1K
|
84.4K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.03K+ 21.2% |
$67.9K - $71.1K
|
17.3K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.01K+ 25.54% |
$67.5K - $70.7K
|
14.8K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3K+ 13.04% |
$67.2K - $70.4K
|
26K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.99K+ 55.78% |
$66.8K - $70K
|
8.34K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.93K+ 3.76% |
$65.6K - $68.7K
|
80.9K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.93K+ 22.88% |
$65.6K - $68.7K
|
15.7K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.92K+ 9.14% |
$65.5K - $68.6K
|
34.9K
$800K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.85K+ 7.83% |
$63.9K - $66.9K
|
39.3K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.75K+ 5.46% |
$61.6K - $64.5K
|
53.1K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.68KNew |
$60K - $62.8K
|
2.68K
$61.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.67K+ 1.92% |
$59.8K - $62.7K
|
142K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23K+ 477.73% |
$50K - $52.3K
|
2.7K
$61.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.15K+ 6.46% |
$48.2K - $50.4K
|
35.4K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.09KNew |
$46.8K - $49K
|
2.09K
$47.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.01K+ 59.5% |
$45.1K - $47.2K
|
5.4K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 0.06% |
$44.8K - $46.9K
|
3.12M
$71.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.92K+ 17.05% |
$43K - $45K
|
13.2K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.92K+ 20.11% |
$42.9K - $45K
|
11.5K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 7.85% |
$42.6K - $44.6K
|
26.2K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.88KNew |
$42.1K - $44.1K
|
1.88K
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 2.78% |
$40.5K - $42.4K
|
67K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.79K+ 1.23% |
$40.2K - $42.1K
|
147K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.78K+ 113.99% |
$39.8K - $41.6K
|
3.33K
$76.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.66KNew |
$37.2K - $39K
|
1.66K
$38.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 2.21% |
$35.8K - $37.4K
|
73.8K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.48KNew |
$33.1K - $34.6K
|
1.48K
$33.9K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 15.15% |
$32.9K - $34.4K
|
11.2K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.46K+ 3.93% |
$32.7K - $34.3K
|
38.6K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 4.3% |
$31.7K - $33.3K
|
34.4K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 42.02% |
$31.5K - $32.9K
|
4.75K
$109K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.4K+ 2.27% |
$31.3K - $32.8K
|
63.1K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.37K+ 3.51% |
$30.6K - $32K
|
40.2K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$30K - $31.4K
|
1.34K
$30.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 2.81% |
$30K - $31.4K
|
49K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.31K+ 5.2% |
$29.3K - $30.7K
|
26.5K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.3K+ 4.71% |
$29K - $30.4K
|
28.8K
$661K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.27KNew |
$28.5K - $29.9K
|
1.27K
$29.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 3.54% |
$28.3K - $29.6K
|
37K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.25KNew |
$28.1K - $29.4K
|
1.25K
$28.7K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.18KNew |
$26.4K - $27.6K
|
1.18K
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.16K+ 57.19% |
$26K - $27.2K
|
3.19K
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15K+ 8.08% |
$25.7K - $27K
|
15.4K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.14K+ 10.52% |
$25.4K - $26.6K
|
11.9K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 3.06% |
$25.3K - $26.5K
|
38K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.13KNew |
$25.2K - $26.4K
|
1.13K
$25.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.12KNew |
$25K - $26.2K
|
1.12K
$25.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 1.8% |
$24.3K - $25.4K
|
61.3K
$1.41M
|