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 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-111K- 75.01% |
$2.51M - $2.62M
|
37.1K
$826K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-117K- 10.36% |
$2.63M - $2.75M
|
1.01M
$22.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-118K- 39.37% |
$2.65M - $2.76M
|
181K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-118K- 20.36% |
$2.65M - $2.77M
|
461K
$10.3M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-128K- 50.83% |
$2.9M - $3.02M
|
124K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-133K- 55.1% |
$3M - $3.13M
|
108K
$2.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-154K- 16.32% |
$3.47M - $3.61M
|
788K
$17.6M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-170K- 8.82% |
$3.84M - $4M
|
1.76M
$39.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-184K- 11.21% |
$4.15M - $4.32M
|
1.46M
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-187K- 80.87% |
$4.22M - $4.4M
|
44.3K
$986K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-192K- 97.03% |
$4.34M - $4.52M
|
5.9K
$131K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-199K- 65.92% |
$4.5M - $4.69M
|
103K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-209K- 38.64% |
$4.72M - $4.92M
|
333K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-210K- 9.22% |
$4.72M - $4.93M
|
2.06M
$45.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-220K- 68.08% |
$4.95M - $5.16M
|
103K
$2.29M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232K- 24.02% |
$5.23M - $5.46M
|
735K
$16.4M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-233K- 76.45% |
$5.25M - $5.47M
|
71.7K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-250K- 49.0% |
$5.63M - $5.87M
|
260K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-260K- 46.18% |
$5.85M - $6.1M
|
303K
$6.74M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-297K- 69.07% |
$6.69M - $6.97M
|
133K
$2.96M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-300K- 21.14% |
$6.76M - $7.05M
|
1.12M
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-305K- 76.87% |
$6.87M - $7.16M
|
91.7K
$2.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-343K- 96.88% |
$7.73M - $8.06M
|
11K
$246K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-384K- 99.88% |
$8.65M - $9.01M
|
460
$10.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-462K- 59.04% |
$10.4M - $10.8M
|
320K
$7.13M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-629K- 66.67% |
$14.2M - $14.8M
|
315K
$7.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-695K- 74.67% |
$15.7M - $16.3M
|
236K
$5.25M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-809K- 95.69% |
$18.2M - $19M
|
36.5K
$812K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-872K- 58.79% |
$19.7M - $20.5M
|
612K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-900K- 21.52% |
$20.3M - $21.1M
|
3.28M
$73.1M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-949K- 21.77% |
$21.4M - $22.3M
|
3.41M
$75.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02M- 55.24% |
$22.9M - $23.9M
|
823K
$18.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.65M- 11.97% |
$37.2M - $38.8M
|
12.1M
$270M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.13M- 96.59% |
$48.1M - $50.2M
|
75.3K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.04M- 4.17% |
$91M - $94.9M
|
92.7M
$2.06B
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.15M- 83.65% |
$93.6M - $97.6M
|
811K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-6.2M- 49.46% |
$140M - $146M
|
6.34M
$141M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.5M- 89.08% |
$372M - $388M
|
2.02M
$45.1M
|