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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
76.6K+ 44.63% |
$1.73M - $1.8M
|
248K
$5.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
76.2K+ 16.17% |
$1.72M - $1.79M
|
548K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75.3K+ 12.43% |
$1.7M - $1.77M
|
681K
$15.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
74.5K+ 102.44% |
$1.68M - $1.75M
|
147K
$3.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
73.4K+ 170.7% |
$1.65M - $1.72M
|
116K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
69.7K+ 31.18% |
$1.57M - $1.64M
|
293K
$6.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
69.3KNew |
$1.56M - $1.63M
|
69.3K
$1.56M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.8KNew |
$1.48M - $1.55M
|
65.8K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.3K+ 5.68% |
$1.43M - $1.49M
|
1.18M
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62K+ 541.49% |
$1.4M - $1.46M
|
73.4K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
57.6K+ 31.16% |
$1.3M - $1.35M
|
242K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56.2KNew |
$1.27M - $1.32M
|
56.2K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
55.7K+ 34.0% |
$1.25M - $1.31M
|
219K
$4.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
55.5K+ 5.42% |
$1.25M - $1.31M
|
1.08M
$24.3M
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
BUY
|
- |
53.6K+ 7.55% |
$1.21M - $1.26M
|
764K
$17.2M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
53.2K+ 22.23% |
$1.2M - $1.25M
|
293K
$6.58M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
52.8K+ 34.26% |
$1.19M - $1.24M
|
207K
$4.65M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
52.2K+ 367.8% |
$1.18M - $1.23M
|
66.3K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
51.6K+ 86.56% |
$1.16M - $1.21M
|
111K
$2.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
51K+ 61.44% |
$1.15M - $1.2M
|
134K
$3.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
50.5K+ 2243.6% |
$1.14M - $1.19M
|
52.7K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
49.1K+ 98.44% |
$1.11M - $1.15M
|
99K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
47.8KNew |
$1.08M - $1.12M
|
47.8K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
47.7K+ 2.92% |
$1.07M - $1.12M
|
1.68M
$37.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.3K+ 0.79% |
$1.07M - $1.11M
|
6.01M
$135M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46.6K+ 6.96% |
$1.05M - $1.1M
|
717K
$16.1M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.6K+ 82.68% |
$1.05M - $1.09M
|
103K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46K+ 22.56% |
$1.04M - $1.08M
|
250K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.4K+ 24.72% |
$1M - $1.04M
|
224K
$5.03M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
44K+ 361.98% |
$992K - $1.03M
|
56.2K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
43.2KNew |
$973K - $1.01M
|
43.2K
$971K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.9KNew |
$966K - $1.01M
|
42.9K
$963K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.7K+ 334.14% |
$961K - $1M
|
55.4K
$1.25M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.5KNew |
$958K - $999K
|
42.5K
$956K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42KNew |
$947K - $987K
|
42K
$944K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
41.4K+ 246.82% |
$934K - $974K
|
58.2K
$1.31M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40K+ 7.64% |
$901K - $940K
|
564K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
38.8K+ 280.25% |
$875K - $913K
|
52.7K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38.8K+ 83.77% |
$874K - $912K
|
85.1K
$1.91M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38.7K+ 49.05% |
$873K - $910K
|
118K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.7K+ 65.95% |
$872K - $909K
|
97.4K
$2.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
38.4K+ 7.57% |
$865K - $901K
|
545K
$12.3M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
38K+ 213.23% |
$855K - $892K
|
55.7K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
36.2K+ 9.68% |
$817K - $851K
|
411K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.4K+ 28.72% |
$798K - $832K
|
159K
$3.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
35K+ 4.92% |
$788K - $822K
|
746K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
34.9K+ 11.53% |
$786K - $819K
|
337K
$7.58M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34.3K+ 42.1% |
$774K - $807K
|
116K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
33.9KNew |
$764K - $796K
|
33.9K
$762K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
33.8K+ 8.53% |
$762K - $794K
|
430K
$9.66M
|