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
|
Allworth Financial LP
|
BUY
|
- |
4.44M+ 15.41% |
$99.3M - $104M
|
33.2M
$750M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.35M+ 49.53% |
$97.3M - $102M
|
13.1M
$296M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.74M+ 18.16% |
$39M - $40.8M
|
11.3M
$256M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.54M+ 2.36% |
$34.6M - $36.2M
|
67M
$1.51B
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.54MNew |
$34.4M - $36M
|
1.54M
$34.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.19M+ 15.22% |
$26.7M - $28M
|
9.04M
$204M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.16MNew |
$26M - $27.2M
|
1.16M
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
892KNew |
$20M - $20.9M
|
892K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
802K+ 2583.58% |
$17.9M - $18.8M
|
833K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
611K+ 13.63% |
$13.7M - $14.3M
|
5.09M
$115M
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
BUY
|
- |
563K+ 5.91% |
$12.6M - $13.2M
|
10.1M
$228M
|
|
|
Feb 03, 2025
Q4 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
438K+ 11.77% |
$9.81M - $10.3M
|
4.16M
$93.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
367K+ 15.33% |
$8.22M - $8.6M
|
2.76M
$62.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
300KNew |
$6.73M - $7.04M
|
300K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
264K+ 3444.83% |
$5.92M - $6.2M
|
272K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
227K+ 7.97% |
$5.09M - $5.33M
|
3.08M
$69.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
219K+ 17.55% |
$4.91M - $5.15M
|
1.47M
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
109KNew |
$2.43M - $2.55M
|
109K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
107K+ 5.23% |
$2.39M - $2.5M
|
2.15M
$48.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102K+ 12.59% |
$2.28M - $2.39M
|
912K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
92.2K+ 1.91% |
$2.07M - $2.16M
|
4.93M
$111M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
86.2KNew |
$1.93M - $2.02M
|
86.2K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
80.1KNew |
$1.79M - $1.88M
|
80.1K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
76.4KNew |
$1.71M - $1.79M
|
76.4K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 39.32% |
$1.62M - $1.69M
|
256K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
71.3K+ 22.69% |
$1.6M - $1.67M
|
385K
$8.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
70.6K+ 5.72% |
$1.58M - $1.66M
|
1.31M
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.3K+ 70.73% |
$1.57M - $1.65M
|
170K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
68.1K+ 443.97% |
$1.52M - $1.6M
|
83.4K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
64.9KNew |
$1.45M - $1.52M
|
64.9K
$1.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
59.5K+ 260.59% |
$1.33M - $1.4M
|
82.4K
$1.86M
|
|
|
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
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
57.8K+ 36.91% |
$1.29M - $1.36M
|
214K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
53.1KNew |
$1.19M - $1.25M
|
53.1K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
52KNew |
$1.16M - $1.22M
|
52K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
52K+ 141.88% |
$1.16M - $1.22M
|
88.6K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.8KNew |
$1.14M - $1.19M
|
50.8K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
48.8KNew |
$1.09M - $1.14M
|
48.8K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
47K+ 16.3% |
$1.05M - $1.1M
|
335K
$7.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.04M - $1.09M
|
46.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.6K+ 5.36% |
$976K - $1.02M
|
857K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
40.9K+ 24.75% |
$915K - $959K
|
206K
$4.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
39.3KNew |
$879K - $921K
|
39.3K
$886K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
38.8KNew |
$869K - $910K
|
38.8K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 2.61% |
$859K - $900K
|
1.51M
$34M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
35.4K+ 25.12% |
$792K - $830K
|
176K
$3.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34K+ 9.99% |
$762K - $798K
|
375K
$8.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$740K - $775K
|
33.1K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
32.5K+ 47.8% |
$728K - $763K
|
101K
$2.27M
|