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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.74M+ 18.16% |
$39M - $40.8M
|
11.3M
$255M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
802K+ 2583.58% |
$17.9M - $18.8M
|
833K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
611K+ 13.63% |
$13.7M - $14.3M
|
5.09M
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
BUY
|
- |
563K+ 5.91% |
$12.6M - $13.2M
|
10.1M
$227M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
367K+ 15.33% |
$8.22M - $8.6M
|
2.76M
$62M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
264K+ 3444.83% |
$5.92M - $6.2M
|
272K
$6.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
227K+ 7.97% |
$5.09M - $5.33M
|
3.08M
$69.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
80.1KNew |
$1.79M - $1.88M
|
80.1K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 39.32% |
$1.62M - $1.69M
|
256K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
71.3K+ 22.69% |
$1.6M - $1.67M
|
385K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
70.6K+ 5.72% |
$1.58M - $1.66M
|
1.31M
$29.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.3K+ 70.73% |
$1.57M - $1.65M
|
170K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
68.1K+ 443.97% |
$1.52M - $1.6M
|
83.4K
$1.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
59.5K+ 260.59% |
$1.33M - $1.4M
|
82.4K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58.4K+ 583.95% |
$1.31M - $1.37M
|
68.4K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
57.9K+ 6.08% |
$1.3M - $1.36M
|
1.01M
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
53.1KNew |
$1.19M - $1.25M
|
53.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.8KNew |
$1.14M - $1.19M
|
50.8K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
48.8KNew |
$1.09M - $1.14M
|
48.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.6K+ 5.36% |
$976K - $1.02M
|
857K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
38.8KNew |
$869K - $910K
|
38.8K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 2.61% |
$859K - $900K
|
1.51M
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34K+ 9.99% |
$762K - $798K
|
375K
$8.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$740K - $775K
|
33.1K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
32.5K+ 47.8% |
$728K - $763K
|
101K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
32.1K+ 32.41% |
$720K - $754K
|
131K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31.2K+ 83.01% |
$699K - $733K
|
68.9K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
31.1K+ 3.19% |
$697K - $730K
|
1.01M
$22.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.8KNew |
$689K - $721K
|
30.8K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.4K+ 176.54% |
$682K - $714K
|
47.7K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
28.4K+ 3.11% |
$635K - $665K
|
939K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26.3K+ 8.38% |
$589K - $617K
|
340K
$7.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25.5K+ 49.59% |
$571K - $598K
|
76.9K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 4.79% |
$567K - $594K
|
554K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25K+ 2.42% |
$559K - $585K
|
1.06M
$23.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 3.2% |
$558K - $585K
|
805K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.5K+ 16.51% |
$549K - $575K
|
173K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.1K+ 34.01% |
$539K - $565K
|
94.9K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22.6K+ 163.66% |
$506K - $530K
|
36.4K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
19.9K+ 5.57% |
$445K - $466K
|
377K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
19.2KNew |
$430K - $451K
|
19.2K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 3.1% |
$392K - $411K
|
582K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 3.83% |
$381K - $399K
|
461K
$10.4M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$380K - $398K
|
17K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.4KNew |
$366K - $384K
|
16.4K
$368K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
14.4KNew |
$323K - $338K
|
14.4K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.1K+ 6.58% |
$316K - $331K
|
228K
$5.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.7KNew |
$284K - $297K
|
12.7K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$275K - $288K
|
12.3K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12K+ 55.2% |
$269K - $281K
|
33.7K
$758K
|