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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.48KNew |
$124K - $129K
|
5.48K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.15K+ 48.99% |
$116K - $121K
|
15.7K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.95K+ 9.0% |
$112K - $116K
|
60K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.79K+ 2.01% |
$108K - $113K
|
243K
$5.41M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.62K+ 11.37% |
$104K - $108K
|
45.2K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.61K+ 23.27% |
$104K - $108K
|
24.4K
$544K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.53K+ 6.74% |
$102K - $106K
|
71.7K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.44K+ 6.85% |
$100K - $104K
|
69.2K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
4.31K+ 1842.74% |
$97.2K - $101K
|
4.55K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.11K+ 9.5% |
$92.6K - $96.6K
|
47.4K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.11K+ 106.84% |
$92.6K - $96.6K
|
7.96K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.07K+ 1.29% |
$91.6K - $95.6K
|
318K
$7.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.02K+ 183.6% |
$90.6K - $94.4K
|
6.21K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.72KNew |
$83.8K - $87.4K
|
3.72K
$82.8K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.28K+ 7.21% |
$73.9K - $77.1K
|
48.8K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.25K+ 541.67% |
$73.3K - $76.4K
|
3.85K
$85.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.1K+ 9.23% |
$69.8K - $72.7K
|
36.6K
$816K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.04K+ 4.09% |
$68.5K - $71.4K
|
77.4K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.79K+ 10.81% |
$63K - $65.6K
|
28.6K
$638K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.79KNew |
$63K - $65.6K
|
2.79K
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 3.19% |
$60.7K - $63.3K
|
87K
$1.94M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.52KNew |
$56.8K - $59.2K
|
2.52K
$56.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 137.79% |
$56.2K - $58.6K
|
4.3K
$95.9K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.44K+ 2.39% |
$55K - $57.3K
|
105K
$2.33M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.43K+ 19.35% |
$54.9K - $57.2K
|
15K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 14.85% |
$54.1K - $56.4K
|
18.6K
$413K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.39K+ 1.16% |
$53.8K - $56.1K
|
208K
$4.63M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.32K+ 19.17% |
$52.4K - $54.6K
|
14.4K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.32K+ 21.68% |
$52.3K - $54.5K
|
13K
$290K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.27K+ 6.4% |
$51.2K - $53.3K
|
37.7K
$840K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.17K+ 14.25% |
$49K - $51K
|
17.4K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 22.02% |
$47.9K - $49.9K
|
11.8K
$262K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.11K+ 24.65% |
$47.6K - $49.6K
|
10.7K
$238K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.1K+ 18.35% |
$47.3K - $49.4K
|
13.5K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.87K+ 78.18% |
$42.1K - $43.9K
|
4.26K
$94.9K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.84K+ 9.41% |
$41.5K - $43.3K
|
21.4K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.77K+ 13.74% |
$39.8K - $41.5K
|
14.6K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 39.71% |
$38.5K - $40.2K
|
6.01K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$36.5K - $38.1K
|
1.62K
$36.1K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.61K+ 53.78% |
$36.2K - $37.8K
|
4.6K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 1.19% |
$36.2K - $37.7K
|
136K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 1358.12% |
$35.8K - $37.3K
|
1.71K
$38K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.58K+ 9.13% |
$35.7K - $37.2K
|
18.9K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.57K+ 123.17% |
$35.3K - $36.8K
|
2.84K
$63.3K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.48K+ 2.99% |
$33.3K - $34.7K
|
50.9K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.44K+ 184.49% |
$32.4K - $33.8K
|
2.22K
$49.4K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
1.35KNew |
$30.5K - $31.8K
|
1.35K
$30.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 6.79% |
$30.5K - $31.8K
|
21.3K
$473K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.33K+ 2.4% |
$30K - $31.3K
|
56.8K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 7.88% |
$29.9K - $31.2K
|
18.2K
$405K
|