Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.43K- 4.55% |
$122K - $128K
|
114K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.44K- 3.95% |
$123K - $128K
|
132K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.58K- 34.15% |
$126K - $131K
|
10.8K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.86K- 12.89% |
$132K - $138K
|
39.6K
$882K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.92K- 7.7% |
$133K - $139K
|
71K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.07K- 13.75% |
$137K - $143K
|
38.1K
$848K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.36K- 20.93% |
$143K - $149K
|
24K
$535K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-6.61K- 1.73% |
$149K - $155K
|
376K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.91K- 21.98% |
$156K - $162K
|
24.5K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.95K- 19.78% |
$157K - $163K
|
28.2K
$628K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.98K- 1.06% |
$157K - $164K
|
651K
$14.5M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.14K- 1.16% |
$161K - $168K
|
608K
$13.6M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.21K- 40.46% |
$163K - $169K
|
10.6K
$236K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-7.71K- 58.2% |
$174K - $181K
|
5.54K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.3K- 78.12% |
$187K - $195K
|
2.32K
$51.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.87K- 8.37% |
$200K - $208K
|
97K
$2.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.96K- 9.6% |
$202K - $210K
|
84.3K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-9.25K- 28.72% |
$209K - $217K
|
23K
$511K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.89K- 5.24% |
$223K - $232K
|
179K
$3.98M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.6K- 5.62% |
$240K - $250K
|
179K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11K- 25.28% |
$248K - $259K
|
32.5K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 34.24% |
$249K - $259K
|
21.2K
$472K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-11.1K- 16.3% |
$250K - $260K
|
56.8K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-11.1K- 79.4% |
$251K - $262K
|
2.89K
$64.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-11.2K- 36.08% |
$251K - $262K
|
19.8K
$440K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-12.2K- 22.12% |
$275K - $286K
|
42.9K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.3K- 57.36% |
$278K - $289K
|
9.16K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.4K- 23.58% |
$279K - $291K
|
40.2K
$894K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.8K- 18.91% |
$288K - $300K
|
54.8K
$1.22M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13K- 20.55% |
$293K - $305K
|
50.2K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13K- 20.55% |
$293K - $305K
|
50.2K
$1.12M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.1K- 27.47% |
$318K - $332K
|
37.3K
$831K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-14.2K- 75.04% |
$320K - $334K
|
4.73K
$105K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-14.6K- 29.72% |
$330K - $344K
|
34.6K
$771K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.4K- 21.39% |
$346K - $361K
|
56.5K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15.5K- 19.93% |
$350K - $365K
|
62.4K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-15.6K- 17.82% |
$351K - $366K
|
71.7K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16K- 52.81% |
$360K - $375K
|
14.3K
$317K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.2K- 16.06% |
$365K - $380K
|
84.5K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.4K- 17.66% |
$369K - $384K
|
76.2K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.6K- 5.24% |
$374K - $390K
|
300K
$6.68M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-16.7K- 7.82% |
$377K - $393K
|
197K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.2K- 50.65% |
$389K - $405K
|
16.8K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.5K- 7.42% |
$394K - $411K
|
218K
$4.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.7K- 10.31% |
$421K - $439K
|
162K
$3.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-19.1K- 6.19% |
$429K - $448K
|
289K
$6.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-19.2K- 8.23% |
$433K - $452K
|
214K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-19.9K- 17.9% |
$448K - $467K
|
91.1K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.3K- 84.82% |
$458K - $477K
|
3.64K
$81K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-20.8K- 50.37% |
$469K - $489K
|
20.5K
$457K
|