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
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9.11KNew |
$204K - $214K
|
9.11K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.06K+ 17.66% |
$203K - $213K
|
60.4K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.05KNew |
$203K - $212K
|
9.05K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.92KNew |
$200K - $209K
|
8.92K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.76K+ 218.58% |
$196K - $205K
|
12.8K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.1K+ 2.48% |
$181K - $190K
|
334K
$7.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.91K+ 7.86% |
$177K - $186K
|
109K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.88K+ 48.89% |
$176K - $185K
|
24K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.63K+ 12.02% |
$171K - $179K
|
71.1K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7.41K+ 2.19% |
$166K - $174K
|
346K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
7.19K+ 20.88% |
$161K - $169K
|
41.6K
$939K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7K+ 41.37% |
$157K - $164K
|
23.9K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
6.25K+ 328.03% |
$140K - $147K
|
8.15K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6K+ 48.84% |
$134K - $141K
|
18.3K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85K+ 8.02% |
$131K - $137K
|
78.8K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 4.21% |
$131K - $137K
|
145K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.78K+ 61.77% |
$129K - $136K
|
15.1K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.17K+ 102.17% |
$116K - $121K
|
10.2K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.1K+ 5.49% |
$114K - $120K
|
98K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.1K+ 3.21% |
$114K - $120K
|
164K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06K+ 14.77% |
$113K - $119K
|
39.3K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.95K+ 4.35% |
$111K - $116K
|
119K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.94K+ 45.16% |
$111K - $116K
|
15.9K
$359K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.89K+ 5.27% |
$110K - $115K
|
97.7K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.85K+ 3.34% |
$109K - $114K
|
150K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.77K+ 8.05% |
$107K - $112K
|
64K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 8.07% |
$97.9K - $103K
|
58.6K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.34K+ 6.78% |
$97.1K - $102K
|
68.3K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.24K+ 10.85% |
$95K - $99.5K
|
43.3K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.22K+ 13.14% |
$94.4K - $98.9K
|
36.3K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.91K+ 2.45% |
$87.6K - $91.8K
|
163K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.77K+ 57.89% |
$84.4K - $88.4K
|
10.3K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.74K+ 17.78% |
$83.7K - $87.7K
|
24.8K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.4K+ 17.95% |
$76.1K - $79.7K
|
22.3K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.35K+ 0.98% |
$74.9K - $78.5K
|
346K
$7.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.25K+ 0.18% |
$72.8K - $76.3K
|
1.86M
$41.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.25K+ 2.54% |
$72.8K - $76.3K
|
131K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05K+ 4.33% |
$68.3K - $71.5K
|
73.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.04K+ 26.59% |
$68.1K - $71.3K
|
14.5K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.03K+ 3.73% |
$67.9K - $71.1K
|
84.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.03K+ 21.2% |
$67.9K - $71.1K
|
17.3K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.01K+ 25.54% |
$67.5K - $70.7K
|
14.8K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.93K+ 3.76% |
$65.6K - $68.7K
|
80.9K
$1.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.85K+ 7.83% |
$63.9K - $66.9K
|
39.3K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.68KNew |
$60K - $62.8K
|
2.68K
$60.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.67K+ 1.92% |
$59.8K - $62.7K
|
142K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23K+ 477.73% |
$50K - $52.3K
|
2.7K
$60.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.01K+ 59.5% |
$45.1K - $47.2K
|
5.4K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.92K+ 17.05% |
$43K - $45K
|
13.2K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.88KNew |
$42.1K - $44.1K
|
1.88K
$42.5K
|