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
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$811 - $846
|
36
$802
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 2.04% |
$654 - $682
|
1.45K
$32.3K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24+ 0.12% |
$541 - $564
|
19.9K
$444K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
20+ 0.21% |
$451 - $470
|
9.4K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
17New |
$383 - $400
|
17
$379
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
14New |
$316 - $329
|
14
$312
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
13+ 0.38% |
$293 - $306
|
3.47K
$77.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.59% |
$135 - $141
|
238
$5.3K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3+ 0.46% |
$67.6 - $70.5
|
651
$14.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.0% |
$67.6 - $70.5
|
79.8K
$1.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$22.5 - $23.5
|
39K
$869K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.12% |
$270 - $282
|
10.3K
$230K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.17% |
$406 - $423
|
10.7K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 0.49% |
$609 - $635
|
5.43K
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31- 0.62% |
$699 - $729
|
4.95K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-43- 2.85% |
$969 - $1.01K
|
1.47K
$32.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-68- 31.63% |
$1.53K - $1.6K
|
147
$3.27K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 4.64% |
$1.65K - $1.72K
|
1.5K
$33.4K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-108- 0.12% |
$2.43K - $2.54K
|
93.1K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-128- 8.57% |
$2.89K - $3.01K
|
1.37K
$30.4K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-136- 1.02% |
$3.07K - $3.2K
|
13.2K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-151- 31.46% |
$3.4K - $3.55K
|
329
$7.33K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-163- 5.62% |
$3.67K - $3.83K
|
2.74K
$61K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-166- 1.67% |
$3.74K - $3.9K
|
9.79K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-273- 1.29% |
$6.15K - $6.42K
|
20.9K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-277- 2.01% |
$6.24K - $6.51K
|
13.5K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-281- 1.59% |
$6.33K - $6.6K
|
17.3K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-305- 10.94% |
$6.87K - $7.17K
|
2.48K
$55.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-330- 5.63% |
$7.44K - $7.76K
|
5.54K
$123K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-337- 1.08% |
$7.6K - $7.92K
|
30.8K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-359- 36.56% |
$8.09K - $8.44K
|
623
$13.9K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-447- 3.97% |
$10.1K - $10.5K
|
10.8K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-505- 4.81% |
$11.4K - $11.9K
|
10K
$223K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-556- 50.0% |
$12.5K - $13.1K
|
556
$12.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-567- 68.23% |
$12.8K - $13.3K
|
264
$5.88K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-573- 33.28% |
$12.9K - $13.5K
|
1.15K
$25.6K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-620- 2.7% |
$14K - $14.6K
|
22.3K
$497K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-640- 19.53% |
$14.4K - $15K
|
2.64K
$58.7K
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-665- 7.2% |
$15K - $15.6K
|
8.57K
$191K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-666- 0.34% |
$15K - $15.7K
|
197K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-700- 7.2% |
$15.8K - $16.5K
|
9.02K
$201K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-755- 1.18% |
$17K - $17.7K
|
63K
$1.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-784- 67.7% |
$17.7K - $18.4K
|
374
$8.33K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-795- 5.69% |
$17.9K - $18.7K
|
13.2K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-845- 5.61% |
$19K - $19.9K
|
14.2K
$317K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-870- 10.7% |
$19.6K - $20.4K
|
7.26K
$162K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-914- 4.17% |
$20.6K - $21.5K
|
21K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-957- 9.82% |
$21.6K - $22.5K
|
8.79K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-974- 6.86% |
$22K - $22.9K
|
13.2K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-985- 4.31% |
$22.2K - $23.1K
|
21.9K
$487K
|