Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
695New |
$17.2K - $18.2K
|
695
$15.9K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
608+ 2.35% |
$15K - $15.9K
|
26.5K
$607K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
477New |
$11.8K - $12.5K
|
477
$10.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
461+ 3.69% |
$11.4K - $12.1K
|
13K
$297K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
459+ 1.24% |
$11.3K - $12K
|
37.4K
$857K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
455+ 167.9% |
$11.2K - $11.9K
|
726
$16.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
422+ 9.3% |
$10.4K - $11.1K
|
4.96K
$114K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
401+ 1.36% |
$9.91K - $10.5K
|
29.9K
$685K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
400+ 168.07% |
$9.88K - $10.5K
|
638
$14.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
398+ 0.82% |
$9.83K - $10.4K
|
49.2K
$1.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
396+ 4.82% |
$9.79K - $10.4K
|
8.62K
$197K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
386New |
$9.54K - $10.1K
|
386
$8.85K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
380+ 4.62% |
$9.39K - $9.96K
|
8.61K
$197K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
380+ 4.62% |
$9.39K - $9.96K
|
8.61K
$197K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
354+ 1011.43% |
$8.75K - $9.28K
|
389
$8.92K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
345+ 3.97% |
$8.52K - $9.05K
|
9.03K
$207K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
334+ 1.04% |
$8.25K - $8.76K
|
32.6K
$746K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
330New |
$8.15K - $8.65K
|
330
$7.56K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
314New |
$7.76K - $8.23K
|
314
$7.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
279+ 0.62% |
$6.89K - $7.32K
|
45.4K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
276+ 8.55% |
$6.82K - $7.24K
|
3.5K
$80.3K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249+ 2.83% |
$6.15K - $6.53K
|
9.06K
$208K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
222+ 0.85% |
$5.49K - $5.82K
|
26.4K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
216+ 71.52% |
$5.34K - $5.66K
|
518
$11.9K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
214+ 1.76% |
$5.29K - $5.61K
|
12.4K
$284K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
206+ 2.55% |
$5.09K - $5.4K
|
8.29K
$190K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
151+ 8.85% |
$3.73K - $3.96K
|
1.86K
$42.6K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150+ 7.89% |
$3.71K - $3.93K
|
2.05K
$47K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
138+ 0.91% |
$3.41K - $3.62K
|
15.2K
$349K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
134+ 0.5% |
$3.31K - $3.51K
|
26.8K
$615K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
122New |
$3.01K - $3.2K
|
122
$2.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
95+ 0.24% |
$2.35K - $2.49K
|
40.3K
$923K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
90+ 0.98% |
$2.22K - $2.36K
|
9.31K
$213K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
72+ 257.14% |
$1.78K - $1.89K
|
100
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
58+ 0.18% |
$1.43K - $1.52K
|
32.7K
$750K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
57+ 0.22% |
$1.41K - $1.49K
|
25.8K
$591K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
55+ 0.19% |
$1.36K - $1.44K
|
28.7K
$659K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
47New |
$1.16K - $1.23K
|
47
$1.08K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
47+ 0.18% |
$1.16K - $1.23K
|
26.3K
$603K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45New |
$1.11K - $1.18K
|
45
$1.03K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30New |
$741 - $787
|
30
$688
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$667 - $708
|
27
$619
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 11.94% |
$593 - $629
|
225
$5.16K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18New |
$445 - $472
|
18
$413
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
16+ 0.11% |
$395 - $420
|
14.2K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
13+ 28.89% |
$321 - $341
|
58
$1.33K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
12New |
$297 - $315
|
12
$275
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.17% |
$49.4 - $52.4
|
1.21K
$27.8K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.02% |
$24.7 - $26.2
|
4.01K
$91.8K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|