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 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.79K+ 1.23% |
$40.2K - $42.1K
|
147K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.48KNew |
$33.1K - $34.6K
|
1.48K
$33.3K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 15.15% |
$32.9K - $34.4K
|
11.2K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.46K+ 3.93% |
$32.7K - $34.3K
|
38.6K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.37K+ 3.51% |
$30.6K - $32K
|
40.2K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 3.54% |
$28.3K - $29.6K
|
37K
$834K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.25KNew |
$28.1K - $29.4K
|
1.25K
$28.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.16K+ 57.19% |
$26K - $27.2K
|
3.19K
$72K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15K+ 8.08% |
$25.7K - $27K
|
15.4K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 3.06% |
$25.3K - $26.5K
|
38K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.13KNew |
$25.2K - $26.4K
|
1.13K
$25.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 1.8% |
$24.3K - $25.4K
|
61.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.05K+ 1.85% |
$23.6K - $24.7K
|
58.1K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
980+ 122.96% |
$21.9K - $23K
|
1.78K
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
888+ 2.63% |
$19.9K - $20.8K
|
34.6K
$782K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
863New |
$19.3K - $20.2K
|
863
$19.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
788+ 1.15% |
$17.6K - $18.5K
|
69.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
657+ 5.7% |
$14.7K - $15.4K
|
12.2K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
656+ 0.79% |
$14.7K - $15.4K
|
83.9K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
649New |
$14.5K - $15.2K
|
649
$14.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
628New |
$14.1K - $14.7K
|
628
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
591+ 2.84% |
$13.2K - $13.9K
|
21.4K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 5.76% |
$11.3K - $11.8K
|
9.28K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
456+ 2.26% |
$10.2K - $10.7K
|
20.6K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
420+ 1.09% |
$9.4K - $9.85K
|
38.8K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
395+ 8.17% |
$8.84K - $9.26K
|
5.23K
$118K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375+ 5.99% |
$8.4K - $8.79K
|
6.64K
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
361+ 4.2% |
$8.08K - $8.47K
|
8.95K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
343+ 1.48% |
$7.68K - $8.04K
|
23.5K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
319+ 3.47% |
$7.14K - $7.48K
|
9.52K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
315+ 110.53% |
$7.05K - $7.39K
|
600
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
302+ 2.89% |
$6.76K - $7.08K
|
10.7K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
239+ 1.55% |
$5.35K - $5.6K
|
15.7K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
208+ 2.67% |
$4.66K - $4.88K
|
8.01K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 13.52% |
$4.57K - $4.78K
|
1.71K
$38.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
185+ 4.8% |
$4.14K - $4.34K
|
4.04K
$91.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
157+ 1.37% |
$3.52K - $3.68K
|
11.7K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
67New |
$1.5K - $1.57K
|
67
$1.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.46% |
$1.5K - $1.57K
|
14.6K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
60+ 6.65% |
$1.34K - $1.41K
|
962
$21.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
49+ 0.45% |
$1.1K - $1.15K
|
11K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.05% |
$649 - $680
|
55.6K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 1.81% |
$649 - $680
|
1.63K
$36.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 6.76% |
$425 - $446
|
300
$6.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.09% |
$224 - $235
|
11.1K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
10New |
$224 - $235
|
10
$226
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 1.09% |
$179 - $188
|
739
$16.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7+ 1.03% |
$157 - $164
|
687
$15.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 8.33% |
$89.6 - $93.8
|
52
$1.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$89.6 - $93.8
|
15.8K
$356K
|