Purchases and Sales Made in Q1 2023 in Ishares U.S. Treasury Bond ETF (GOVT)

GOVT Quotes by TradingView

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 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
31.9K
+ 197.97%
$719K - $750K
48K $1.07M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
31.8K
+ 25.02%
$716K - $747K
159K $3.53M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
29.8K
+ 8.42%
$672K - $700K
384K $8.54M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
29.1K
+ 17.31%
$655K - $683K
197K $4.38M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.4K
+ 18.97%
$641K - $668K
178K $3.97M
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
27.9K
+ 17.12%
$629K - $656K
191K $4.25M
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
27.7K
+ 1.36%
$625K - $651K
2.06M $45.9M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
27.4K
+ 14.89%
$617K - $643K
211K $4.7M
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
26.9K
New
$607K - $633K
26.9K $600K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
26.6K
+ 18.99%
$599K - $625K
167K $3.71M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
25.7K
+ 15.34%
$579K - $604K
193K $4.31M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
25.5K
New
$576K - $600K
25.5K $569K
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
25.4K
New
$573K - $598K
25.4K $566K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
25.4K
New
$573K - $597K
25.4K $566K
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
24.2K
+ 66.62%
$547K - $570K
60.6K $1.35M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
22.7K
New
$512K - $533K
22.7K $505K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
22.5K
+ 176.8%
$507K - $529K
35.2K $785K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
22.4K
+ 52.49%
$505K - $527K
65.1K $1.45M
May 11, 2023 Q1 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
22.2K
New
$500K - $522K
22.2K $494K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
21.9K
New
$494K - $515K
21.9K $488K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
21.4K
+ 105.94%
$483K - $504K
41.7K $928K
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
20.6K
+ 4.58%
$463K - $483K
469K $10.5M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
20.4K
New
$459K - $479K
20.4K $454K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
20.2K
+ 40.09%
$455K - $475K
70.6K $1.57M
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
20.1K
+ 59.05%
$454K - $473K
54.2K $1.21M
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
20.1K
+ 24.16%
$452K - $472K
103K $2.3M
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
19.9K
+ 106.86%
$448K - $467K
38.5K $857K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
19.4K
New
$437K - $455K
19.4K $431K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
19.4K
New
$436K - $455K
19.4K $431K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
19K
+ 25.17%
$429K - $447K
94.6K $2.11M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
18.7K
New
$422K - $440K
18.7K $417K
Apr 24, 2023 Q1 2023
Center For Asset Management LLC

BUY
 -
17.8K
+ 7.17%
$400K - $417K
266K $5.92M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
17.5K
New
$394K - $411K
17.5K $390K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
16.7K
+ 64.14%
$377K - $393K
42.8K $953K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
16.5K
+ 20.0%
$372K - $388K
99.1K $2.21M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
16.1K
+ 1.69%
$362K - $378K
967K $21.5M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
16K
New
$362K - $377K
16K $357K
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
16K
+ 24.61%
$361K - $377K
81.2K $1.81M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
16K
New
$361K - $377K
16K $357K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
15.9K
+ 33.47%
$359K - $375K
63.6K $1.42M
May 12, 2023 Q1 2023
Perella Weinberg Partners Capital Management LP

BUY
 -
15.9K
+ 4.75%
$359K - $374K
351K $7.82M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
15.9K
+ 5.85%
$358K - $373K
287K $6.39M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
15.7K
New
$354K - $369K
15.7K $350K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
15.5K
+ 58.83%
$350K - $365K
41.9K $933K
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

BUY
 -
15.1K
+ 166.98%
$340K - $354K
24.1K $537K
Apr 26, 2023 Q1 2023
Clean Yield Group

BUY
 -
15K
+ 125.0%
$338K - $353K
27K $601K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14.9K
+ 23.03%
$337K - $351K
79.8K $1.78M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
14.9K
+ 65.83%
$335K - $350K
37.5K $834K
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
14.8K
New
$334K - $348K
14.8K $330K

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