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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.32K+ 4.82% |
$29.8K - $31.1K
|
28.7K
$646K
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.24K+ 1.91% |
$28K - $29.2K
|
66.2K
$1.49M
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
1.18K+ 1.18% |
$26.5K - $27.6K
|
101K
$2.26M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 2.26% |
$26K - $27.1K
|
52.2K
$1.17M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.15K+ 2.34% |
$25.8K - $26.9K
|
50.1K
$1.13M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
986New |
$22.2K - $23.2K
|
986
$22.2K
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
824+ 0.21% |
$18.6K - $19.4K
|
391K
$8.8M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
813+ 2.18% |
$18.3K - $19.1K
|
38.1K
$856K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
779+ 0.84% |
$17.6K - $18.3K
|
93.5K
$2.1M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
775+ 1.06% |
$17.5K - $18.2K
|
73.6K
$1.65M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
770New |
$17.4K - $18.1K
|
770
$17.3K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
751+ 3.51% |
$16.9K - $17.6K
|
22.1K
$498K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
724New |
$16.3K - $17K
|
724
$16.3K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
648+ 0.2% |
$14.6K - $15.2K
|
322K
$7.23M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
645+ 4961.54% |
$14.5K - $15.2K
|
658
$14.8K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
617+ 425.52% |
$13.9K - $14.5K
|
762
$17.1K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
570New |
$12.8K - $13.4K
|
570
$12.8K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
523+ 27.6% |
$11.8K - $12.3K
|
2.42K
$54.4K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
502+ 0.65% |
$11.3K - $11.8K
|
78K
$1.75M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
472+ 5.17% |
$10.6K - $11.1K
|
9.6K
$216K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
457New |
$10.3K - $10.7K
|
457
$10.3K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
429New |
$9.67K - $10.1K
|
429
$9.64K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
424New |
$9.56K - $9.96K
|
424
$9.53K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
395New |
$8.9K - $9.28K
|
395
$8.88K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
387New |
$8.72K - $9.09K
|
387
$8.7K
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
357+ 1.26% |
$8.05K - $8.39K
|
28.6K
$643K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$7.82K - $8.15K
|
347
$7.8K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
341+ 5683.33% |
$7.69K - $8.01K
|
347
$7.8K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
338+ 6.03% |
$7.62K - $7.94K
|
5.94K
$134K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
313+ 65.89% |
$7.06K - $7.36K
|
788
$17.7K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
312+ 1.35% |
$7.03K - $7.33K
|
23.4K
$526K
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
306+ 0.11% |
$6.9K - $7.19K
|
287K
$6.46M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284+ 63.68% |
$6.4K - $6.67K
|
730
$16.4K
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
226+ 2.36% |
$5.09K - $5.31K
|
9.81K
$221K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
177New |
$3.99K - $4.16K
|
177
$3.98K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
170New |
$3.83K - $4K
|
170
$3.82K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
142+ 0.32% |
$3.2K - $3.34K
|
44.8K
$1.01M
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
141+ 0.1% |
$3.18K - $3.31K
|
147K
$3.3M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
121+ 576.19% |
$2.73K - $2.84K
|
142
$3.19K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
115New |
$2.59K - $2.7K
|
115
$2.59K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
114New |
$2.57K - $2.68K
|
114
$2.56K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
112New |
$2.52K - $2.63K
|
112
$2.52K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
93New |
$2.1K - $2.19K
|
93
$2.09K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
84New |
$1.89K - $1.97K
|
84
$1.89K
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
78+ 0.24% |
$1.76K - $1.83K
|
32.9K
$740K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
66+ 0.16% |
$1.49K - $1.55K
|
42.6K
$957K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55+ 0.37% |
$1.24K - $1.29K
|
14.8K
$333K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
54New |
$1.22K - $1.27K
|
54
$1.21K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44New |
$992 - $1.03K
|
44
$989
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 4.81% |
$902 - $940
|
872
$19.6K
|