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
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.69K- 80.68% |
$60.3K - $63.2K
|
645
$14.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 15.82% |
$61.5K - $64.4K
|
14.6K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.87K- 14.69% |
$64.2K - $67.3K
|
16.7K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.03K- 9.91% |
$67.9K - $71.1K
|
27.6K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.13K- 4.84% |
$70.1K - $73.4K
|
61.6K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.16K- 7.03% |
$70.6K - $74K
|
41.7K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.18K- 1.32% |
$71.2K - $74.6K
|
237K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 16.9% |
$72.6K - $76K
|
15.9K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.34K- 24.37% |
$74.8K - $78.3K
|
10.4K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-3.61K- 3.64% |
$80.9K - $84.7K
|
95.6K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.92K- 2.32% |
$87.8K - $91.9K
|
165K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.3K- 11.76% |
$96.3K - $101K
|
32.3K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.33K- 17.22% |
$97K - $102K
|
20.8K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.38K- 0.43% |
$98.1K - $103K
|
1.02M
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.49K- 10.58% |
$101K - $105K
|
37.9K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.76K- 2.66% |
$106K - $112K
|
174K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.09K- 13.31% |
$114K - $119K
|
33.2K
$748K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-5.59K- 1.36% |
$125K - $131K
|
404K
$9.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.7K- 49.66% |
$128K - $134K
|
5.78K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.74K- 17.74% |
$128K - $135K
|
26.6K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 28.31% |
$144K - $150K
|
16.3K
$367K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.59K- 9.64% |
$148K - $154K
|
61.8K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 8.99% |
$153K - $160K
|
69K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.02K- 12.02% |
$157K - $165K
|
51.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.52K- 42.28% |
$168K - $176K
|
10.3K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 2.03% |
$172K - $181K
|
371K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-8K- 39.03% |
$179K - $188K
|
12.5K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.06K- 50.29% |
$180K - $189K
|
7.97K
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 8.53% |
$184K - $193K
|
88.1K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.12K- 22.16% |
$204K - $214K
|
32K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.8K- 6.29% |
$219K - $230K
|
146K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-10K- 1.97% |
$224K - $235K
|
499K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 99.95% |
$228K - $239K
|
5
$113
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 8.93% |
$230K - $241K
|
105K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.8K- 4.72% |
$242K - $254K
|
219K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.8K- 2.23% |
$264K - $277K
|
516K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12K- 5.52% |
$268K - $280K
|
205K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.1K- 78.57% |
$271K - $284K
|
3.3K
$74.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4K- 0.37% |
$277K - $290K
|
3.31M
$74.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-12.4K- 24.19% |
$277K - $290K
|
38.8K
$875K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 25.17% |
$289K - $303K
|
38.4K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.4K- 57.73% |
$323K - $338K
|
10.6K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-14.5K- 2.48% |
$324K - $339K
|
568K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.6K- 30.18% |
$328K - $343K
|
33.9K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-17.1K- 50.45% |
$383K - $401K
|
16.8K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19K- 38.65% |
$427K - $447K
|
30.2K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19.3K- 9.61% |
$432K - $452K
|
182K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.1K- 13.48% |
$472K - $494K
|
135K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-21.5K- 11.27% |
$480K - $503K
|
169K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-22.1K- 47.46% |
$494K - $518K
|
24.5K
$552K
|