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
|
Stewardship Advisors, LLC
|
BUY
|
- |
202K+ 42.79% |
$4.54M - $4.74M
|
673K
$15M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
198K+ 551.53% |
$4.47M - $4.66M
|
234K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
198K+ 173.91% |
$4.46M - $4.65M
|
312K
$6.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
192K+ 18.75% |
$4.32M - $4.51M
|
1.21M
$27M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
187K+ 199.82% |
$4.22M - $4.4M
|
281K
$6.26M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
181K+ 590.35% |
$4.08M - $4.26M
|
212K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
172KNew |
$3.88M - $4.05M
|
172K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
170K+ 81.38% |
$3.83M - $3.99M
|
379K
$8.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
166K+ 45.48% |
$3.75M - $3.91M
|
532K
$11.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
165K+ 18.56% |
$3.72M - $3.87M
|
1.05M
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
156K+ 65.09% |
$3.51M - $3.66M
|
395K
$8.8M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
154K+ 100.23% |
$3.47M - $3.62M
|
308K
$6.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
147K+ 38.08% |
$3.3M - $3.45M
|
532K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
146K+ 1482.81% |
$3.28M - $3.42M
|
155K
$3.46M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
136K+ 69.77% |
$3.08M - $3.21M
|
332K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
136K+ 46.95% |
$3.06M - $3.19M
|
425K
$9.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
135K+ 2.6% |
$3.04M - $3.17M
|
5.31M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
133KNew |
$3M - $3.13M
|
133K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
133K+ 5143.1% |
$2.99M - $3.12M
|
135K
$3.01M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132K+ 190.69% |
$2.98M - $3.11M
|
202K
$4.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
129K+ 13.18% |
$2.91M - $3.03M
|
1.11M
$24.7M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
124K+ 80.48% |
$2.79M - $2.91M
|
278K
$6.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
123K+ 59.12% |
$2.78M - $2.9M
|
332K
$7.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
119K+ 59.55% |
$2.68M - $2.79M
|
318K
$7.09M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
117K+ 145.45% |
$2.65M - $2.76M
|
198K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 40.93% |
$2.59M - $2.7M
|
396K
$8.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
115K+ 169.7% |
$2.59M - $2.7M
|
182K
$4.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
115K+ 71.07% |
$2.58M - $2.69M
|
276K
$6.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
114K+ 498.72% |
$2.56M - $2.67M
|
137K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
112K+ 51.53% |
$2.53M - $2.63M
|
330K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
110K+ 36.22% |
$2.47M - $2.58M
|
413K
$9.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
109K+ 12.57% |
$2.45M - $2.56M
|
975K
$21.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
108K+ 26.28% |
$2.44M - $2.54M
|
520K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
105K+ 43.68% |
$2.38M - $2.48M
|
347K
$7.73M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
101KNew |
$2.28M - $2.38M
|
101K
$2.25M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
99.8K+ 31.66% |
$2.25M - $2.34M
|
415K
$9.24M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
99.1K+ 0.47% |
$2.23M - $2.33M
|
21.1M
$470M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
97.9K+ 64.72% |
$2.21M - $2.3M
|
249K
$5.55M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
96.7K+ 68.64% |
$2.18M - $2.27M
|
238K
$5.29M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
96.5K+ 110.86% |
$2.18M - $2.27M
|
184K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
96K+ 7.7% |
$2.16M - $2.26M
|
1.34M
$29.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
91.2K+ 447.26% |
$2.06M - $2.14M
|
112K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.2KNew |
$2.06M - $2.14M
|
91.2K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
87.6K+ 13.72% |
$1.97M - $2.06M
|
726K
$16.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
87.4K+ 3534.16% |
$1.97M - $2.05M
|
89.9K
$2M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83K+ 8.15% |
$1.87M - $1.95M
|
1.1M
$24.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
82.1K+ 163.37% |
$1.85M - $1.93M
|
132K
$2.95M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
79.8KNew |
$1.8M - $1.88M
|
79.8K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
77.4K+ 11.1% |
$1.75M - $1.82M
|
775K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
76.9K+ 42.39% |
$1.73M - $1.81M
|
258K
$5.75M
|