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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
211KNew |
$4.75M - $4.87M
|
211K
$4.74M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
209K+ 148.39% |
$4.7M - $4.82M
|
349K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
205K+ 60.39% |
$4.63M - $4.74M
|
546K
$12.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
189K+ 5.69% |
$4.26M - $4.37M
|
3.51M
$79M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
187K+ 14.15% |
$4.2M - $4.31M
|
1.51M
$33.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
181K+ 21.94% |
$4.08M - $4.18M
|
1.01M
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
177K+ 49.02% |
$3.99M - $4.09M
|
539K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
177KNew |
$3.98M - $4.08M
|
177K
$3.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
169KNew |
$3.81M - $3.91M
|
169K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
166K+ 5.64% |
$3.74M - $3.83M
|
3.11M
$69.8M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
161K+ 15.4% |
$3.63M - $3.73M
|
1.21M
$27.2M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
161K+ 957.9% |
$3.62M - $3.71M
|
177K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
156K+ 4.43% |
$3.52M - $3.61M
|
3.68M
$82.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156K+ 11.23% |
$3.5M - $3.59M
|
1.54M
$34.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
153K+ 1015.05% |
$3.44M - $3.53M
|
168K
$3.77M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
150K+ 426.8% |
$3.39M - $3.47M
|
186K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
142K+ 25.67% |
$3.19M - $3.27M
|
694K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141K+ 88.77% |
$3.18M - $3.26M
|
300K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
139K+ 13.0% |
$3.12M - $3.2M
|
1.21M
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136K+ 6.51% |
$3.06M - $3.13M
|
2.22M
$49.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
133K+ 48.79% |
$3M - $3.08M
|
407K
$9.14M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 82.7% |
$2.99M - $3.06M
|
293K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
131K+ 2.39% |
$2.96M - $3.03M
|
5.62M
$126M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
125K+ 14.45% |
$2.82M - $2.89M
|
991K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125K+ 31.52% |
$2.82M - $2.89M
|
522K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
122KNew |
$2.74M - $2.81M
|
122K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
116K+ 13.21% |
$2.61M - $2.68M
|
994K
$22.3M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
115K+ 8.92% |
$2.59M - $2.66M
|
1.41M
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
110K+ 626.99% |
$2.48M - $2.54M
|
128K
$2.87M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
110K+ 7.66% |
$2.48M - $2.54M
|
1.55M
$34.8M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
107K+ 26.48% |
$2.4M - $2.46M
|
509K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
103K+ 6.9% |
$2.32M - $2.37M
|
1.59M
$35.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
100KNew |
$2.25M - $2.31M
|
100K
$2.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
99.4K+ 5.62% |
$2.24M - $2.29M
|
1.87M
$41.9M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
96.9KNew |
$2.18M - $2.24M
|
96.9K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
96.4K+ 53.65% |
$2.17M - $2.22M
|
276K
$6.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
94.6KNew |
$2.13M - $2.18M
|
94.6K
$2.13M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
90.7K+ 83.71% |
$2.04M - $2.09M
|
199K
$4.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89.4K+ 8.31% |
$2.01M - $2.06M
|
1.17M
$26.2M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
88.5KNew |
$1.99M - $2.04M
|
88.5K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
87.1K+ 23.79% |
$1.96M - $2.01M
|
453K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.8K+ 7.81% |
$1.95M - $2M
|
1.2M
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81.4K+ 71.86% |
$1.83M - $1.88M
|
195K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
80.6K+ 8.36% |
$1.81M - $1.86M
|
1.04M
$23.5M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
78.6K+ 19.96% |
$1.77M - $1.81M
|
472K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
78.3K+ 36.4% |
$1.76M - $1.81M
|
293K
$6.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
75.2K+ 8.39% |
$1.69M - $1.74M
|
972K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
68.1K+ 70.7% |
$1.53M - $1.57M
|
165K
$3.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
65.9K+ 14.59% |
$1.48M - $1.52M
|
518K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
65.6K+ 32.53% |
$1.48M - $1.51M
|
267K
$6M
|