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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.01K- 24.49% |
$22.8K - $23.8K
|
3.12K
$69.6K
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 0.61% |
$23.9K - $24.9K
|
172K
$3.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.08K- 6.81% |
$24.3K - $25.3K
|
14.7K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.09K- 10.81% |
$24.6K - $25.7K
|
9.01K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.17K- 10.8% |
$26.3K - $27.4K
|
9.64K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.24K- 66.47% |
$27.8K - $29K
|
623
$13.9K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.24K- 4.17% |
$28K - $29.2K
|
28.6K
$636K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.27K- 6.73% |
$28.5K - $29.7K
|
17.5K
$390K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 2.87% |
$29.9K - $31.2K
|
44.9K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.35K- 2.56% |
$30.4K - $31.7K
|
51.3K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.48K- 1.7% |
$33.4K - $34.9K
|
85.7K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.52K- 13.14% |
$34.1K - $35.6K
|
10K
$223K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.6K- 0.9% |
$36K - $37.6K
|
177K
$3.93M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.61K- 10.24% |
$36.4K - $37.9K
|
14.1K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.68K- 91.76% |
$37.9K - $39.5K
|
151
$3.36K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.69K- 5.13% |
$38.1K - $39.8K
|
31.3K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1.7K- 3.74% |
$38.3K - $40K
|
43.8K
$975K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.77K- 8.34% |
$39.9K - $41.5K
|
19.4K
$433K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2K- 12.57% |
$45.1K - $47K
|
13.9K
$310K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.02K- 49.28% |
$45.6K - $47.5K
|
2.08K
$46.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.1K- 10.53% |
$47.3K - $49.3K
|
17.8K
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.2K- 4.45% |
$49.5K - $51.6K
|
47.2K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.32K- 11.67% |
$52.2K - $54.5K
|
17.5K
$391K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.43K- 20.41% |
$54.8K - $57.1K
|
9.48K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 21.56% |
$70.5K - $73.5K
|
11.4K
$253K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.24K- 4.09% |
$72.9K - $76K
|
75.8K
$1.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.32K- 59.6% |
$74.9K - $78.1K
|
2.25K
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.36K- 18.47% |
$75.6K - $78.8K
|
14.8K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.36K- 10.56% |
$75.8K - $79.1K
|
28.5K
$634K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.43K- 12.11% |
$77.4K - $80.7K
|
24.9K
$555K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.5K- 83.33% |
$78.9K - $82.3K
|
700
$15.6K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.55K- 0.11% |
$80K - $83.4K
|
3.15M
$70.2M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.6K- 8.74% |
$81.1K - $84.5K
|
37.6K
$836K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.65K- 14.45% |
$82.3K - $85.8K
|
21.6K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.77K- 15.58% |
$85K - $88.6K
|
20.4K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.8K- 28.92% |
$85.7K - $89.3K
|
9.34K
$208K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.85K- 12.69% |
$86.9K - $90.6K
|
26.5K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4.03K- 21.49% |
$90.9K - $94.8K
|
14.7K
$328K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.18K- 23.11% |
$94.3K - $98.3K
|
13.9K
$310K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.31K- 1.4% |
$97.1K - $101K
|
303K
$6.75M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-4.37K- 12.16% |
$98.5K - $103K
|
31.6K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.43K- 23.09% |
$99.9K - $104K
|
14.8K
$329K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.53K- 70.98% |
$102K - $106K
|
1.85K
$41.2K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.53K- 70.98% |
$102K - $106K
|
1.85K
$41.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.59K- 8.76% |
$103K - $108K
|
47.7K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-4.59K- 19.71% |
$104K - $108K
|
18.7K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 1.12% |
$104K - $108K
|
406K
$9.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.67K- 0.59% |
$105K - $110K
|
791K
$17.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.77K- 21.87% |
$107K - $112K
|
17K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.04K- 10.08% |
$113K - $118K
|
44.9K
$1M
|