Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.53K- 14.34% |
$34.3K - $35.2K
|
9.11K
$205K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.54K- 12.09% |
$34.6K - $35.5K
|
11.2K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.62K- 9.58% |
$36.5K - $37.4K
|
15.3K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.62K- 11.11% |
$36.5K - $37.4K
|
13K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.72K- 4.74% |
$38.6K - $39.6K
|
34.5K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.74K- 2.56% |
$39.1K - $40.1K
|
66K
$1.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.75K- 3.97% |
$39.4K - $40.4K
|
42.4K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.75K- 64.57% |
$39.5K - $40.5K
|
962
$21.6K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.75K- 16.62% |
$39.5K - $40.5K
|
8.8K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.76K- 2.87% |
$39.6K - $40.6K
|
59.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.77K- 7.92% |
$39.8K - $40.8K
|
20.6K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.78K- 82.33% |
$40.2K - $41.2K
|
383
$8.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.84K- 49.74% |
$41.5K - $42.6K
|
1.86K
$41.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 6.34% |
$42.2K - $43.3K
|
27.7K
$622K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.03K- 12.42% |
$45.6K - $46.8K
|
14.3K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 86.98% |
$45.9K - $47K
|
305
$6.85K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.12K- 10.25% |
$47.8K - $49K
|
18.6K
$418K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.21K- 8.96% |
$49.7K - $51K
|
22.5K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 51.93% |
$58.2K - $59.7K
|
2.4K
$53.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.64K- 6.67% |
$59.4K - $60.9K
|
36.9K
$829K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.76K- 9.64% |
$62.2K - $63.7K
|
25.9K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 81.67% |
$62.9K - $64.5K
|
627
$14.1K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.84K- 2.7% |
$63.9K - $65.5K
|
102K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.86K- 22.39% |
$64.3K - $65.9K
|
9.9K
$222K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.98K- 23.51% |
$67.1K - $68.8K
|
9.7K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.07K- 10.92% |
$69.2K - $70.9K
|
25.1K
$563K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.12K- 13.81% |
$70.3K - $72.1K
|
19.5K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.18K- 6.31% |
$71.5K - $73.3K
|
47.1K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.2K- 9.93% |
$72.1K - $73.9K
|
29K
$652K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.32K- 1.49% |
$74.8K - $76.7K
|
219K
$4.92M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.33K- 2.12% |
$74.9K - $76.8K
|
154K
$3.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.4K- 12.88% |
$76.6K - $78.5K
|
23K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-3.57K- 1.66% |
$80.4K - $82.4K
|
212K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.57K- 27.04% |
$80.4K - $82.5K
|
9.64K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.75K- 29.56% |
$84.4K - $86.5K
|
8.93K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.91K- 5.9% |
$87.9K - $90.1K
|
62.3K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.94K- 25.9% |
$88.8K - $91K
|
11.3K
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.97K- 1.43% |
$89.3K - $91.6K
|
274K
$6.16M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.99K- 1.96% |
$89.8K - $92K
|
199K
$4.47M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-4K- 23.53% |
$90K - $92.3K
|
13K
$292K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.05K- 26.05% |
$91.1K - $93.4K
|
11.5K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.07K- 24.72% |
$91.5K - $93.8K
|
12.4K
$278K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4.16K- 98.25% |
$93.6K - $96K
|
74
$1.66K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.23K- 23.2% |
$95.1K - $97.5K
|
14K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.24K- 21.33% |
$95.4K - $97.9K
|
15.6K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.43K- 6.99% |
$99.7K - $102K
|
58.9K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.45K- 23.67% |
$100K - $103K
|
14.4K
$322K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.52K- 76.66% |
$102K - $104K
|
1.38K
$30.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-4.54K- 23.03% |
$102K - $105K
|
15.2K
$341K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.77K- 25.1% |
$107K - $110K
|
14.2K
$320K
|