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 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.1% |
$44.8 - $46.9
|
2.04K
$46K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$44.8 - $46.9
|
4.79K
$108K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.02% |
$22.4 - $23.5
|
99
$2.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.93% |
$67.2 - $70.4
|
319
$7.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-70- 0.79% |
$1.57K - $1.64K
|
8.75K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-79- 1.35% |
$1.77K - $1.85K
|
5.78K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-85- 0.22% |
$1.9K - $1.99K
|
37.9K
$854K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-120- 10.71% |
$2.69K - $2.81K
|
1K
$22.6K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-143- 1.48% |
$3.2K - $3.35K
|
9.55K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-172- 1.16% |
$3.85K - $4.03K
|
14.7K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-197- 7.64% |
$4.41K - $4.62K
|
2.38K
$53.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-224- 0.05% |
$5.02K - $5.25K
|
436K
$9.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-232- 2.49% |
$5.19K - $5.44K
|
9.1K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-232- 86.25% |
$5.19K - $5.44K
|
37
$835
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-436- 2.5% |
$9.76K - $10.2K
|
17K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-493- 1.98% |
$11K - $11.6K
|
24.5K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-499- 1.89% |
$11.2K - $11.7K
|
25.9K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 2.6% |
$11.2K - $11.7K
|
18.7K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-542- 5.38% |
$12.1K - $12.7K
|
9.54K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-549- 1.17% |
$12.3K - $12.9K
|
46.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-575- 2.39% |
$12.9K - $13.5K
|
23.5K
$529K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-744- 90.84% |
$16.7K - $17.4K
|
75
$1.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-820- 5.84% |
$18.4K - $19.2K
|
13.2K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-927- 2.22% |
$20.8K - $21.7K
|
40.9K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 4.34% |
$23.8K - $25K
|
23.5K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.08K- 3.51% |
$24.2K - $25.3K
|
29.7K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.08K- 2.6% |
$24.2K - $25.4K
|
40.5K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 14.93% |
$24.3K - $25.5K
|
6.19K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.09K- 7.1% |
$24.4K - $25.6K
|
14.3K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.21K- 4.34% |
$27.2K - $28.5K
|
26.8K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.29K- 6.31% |
$28.8K - $30.2K
|
19.1K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.42K- 5.23% |
$31.9K - $33.4K
|
25.8K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 11.72% |
$33.6K - $35.2K
|
11.3K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 3.5% |
$33.8K - $35.4K
|
41.6K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 3.65% |
$35.5K - $37.1K
|
41.9K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.6K- 0.99% |
$35.8K - $37.5K
|
159K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 7.14% |
$36K - $37.7K
|
20.9K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75K- 1.25% |
$39.2K - $41K
|
138K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.8K- 79.99% |
$40.4K - $42.3K
|
451
$10.2K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.83K- 7.55% |
$40.9K - $42.9K
|
22.4K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 1.24% |
$41.3K - $43.2K
|
147K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.86K- 7.81% |
$41.6K - $43.6K
|
21.9K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.9K- 7.16% |
$42.6K - $44.6K
|
24.6K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 2.68% |
$43.3K - $45.4K
|
70.4K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.94K- 0.97% |
$43.3K - $45.4K
|
197K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.01K- 1.14% |
$44.9K - $47.1K
|
174K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.49K- 93.0% |
$55.7K - $58.3K
|
187
$4.22K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.61K- 15.81% |
$58.4K - $61.2K
|
13.9K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.63K- 18.59% |
$58.9K - $61.7K
|
11.5K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.68K- 14.76% |
$60K - $62.8K
|
15.5K
$349K
|