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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
14.4K+ 89.25% |
$325K - $339K
|
30.6K
$682K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14.4K+ 134.65% |
$324K - $338K
|
25.1K
$559K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 20.95% |
$324K - $338K
|
83.1K
$1.85M
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 8.11% |
$292K - $305K
|
173K
$3.85M
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
12.8KNew |
$289K - $301K
|
12.8K
$285K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.8K+ 2.51% |
$289K - $301K
|
523K
$11.6M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 6.3% |
$287K - $300K
|
215K
$4.79M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 6.3% |
$287K - $300K
|
215K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.7K+ 9.18% |
$287K - $299K
|
151K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
12.5KNew |
$283K - $295K
|
12.5K
$279K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
12.1K+ 5.54% |
$274K - $285K
|
231K
$5.15M
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$271K - $282K
|
12K
$267K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
12K+ 109.07% |
$269K - $281K
|
22.9K
$510K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7K+ 50.44% |
$264K - $275K
|
34.9K
$778K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$261K - $272K
|
11.6K
$258K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.5KNew |
$260K - $271K
|
11.5K
$257K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 76.79% |
$251K - $262K
|
25.7K
$572K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 53.82% |
$249K - $260K
|
31.6K
$704K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.4K+ 11.76% |
$235K - $245K
|
99.2K
$2.21M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
10.2K+ 32.05% |
$230K - $239K
|
42K
$935K
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$229K - $239K
|
10.2K
$226K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10KNew |
$225K - $235K
|
10K
$223K
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.93KNew |
$224K - $233K
|
9.93K
$221K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.82KNew |
$221K - $231K
|
9.82K
$219K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.74K+ 99.07% |
$220K - $229K
|
19.6K
$436K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.63K+ 107.55% |
$217K - $226K
|
18.6K
$414K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.54KNew |
$215K - $224K
|
9.54K
$212K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.53K+ 54.42% |
$215K - $224K
|
27K
$602K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.32KNew |
$210K - $219K
|
9.32K
$208K
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.24KNew |
$208K - $217K
|
9.24K
$206K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.22K+ 546.77% |
$208K - $217K
|
10.9K
$243K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.08KNew |
$205K - $213K
|
9.08K
$202K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9.01KNew |
$203K - $212K
|
9.01K
$201K
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.8KNew |
$198K - $207K
|
8.8K
$196K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.28K+ 71.48% |
$187K - $195K
|
19.9K
$442K
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.68K+ 7.69% |
$173K - $180K
|
108K
$2.39M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.27K+ 26.47% |
$164K - $171K
|
34.7K
$773K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.16K+ 15.78% |
$161K - $168K
|
52.6K
$1.17M
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.8K+ 25.88% |
$153K - $160K
|
33.1K
$736K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.78K+ 44.53% |
$153K - $159K
|
22K
$490K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.48K+ 635.1% |
$146K - $152K
|
7.5K
$167K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.31K+ 0.92% |
$142K - $148K
|
691K
$15.4M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.28K+ 8.61% |
$142K - $148K
|
79.3K
$1.77M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.16K+ 3.73% |
$139K - $145K
|
171K
$3.82M
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.12K+ 1.26% |
$138K - $144K
|
493K
$11M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.02K+ 2951.47% |
$136K - $141K
|
6.23K
$139K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.95K+ 22.83% |
$134K - $140K
|
32K
$713K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.95K+ 22.83% |
$134K - $140K
|
32K
$713K
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.95K+ 30.26% |
$134K - $140K
|
25.6K
$570K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.51KNew |
$124K - $129K
|
5.51K
$123K
|