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 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
65.3K+ 6.38% |
$1.47M - $1.51M
|
1.09M
$24.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
64.6K+ 13.72% |
$1.45M - $1.49M
|
535K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
64.1K+ 37.88% |
$1.44M - $1.48M
|
233K
$5.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
63.9KNew |
$1.44M - $1.47M
|
63.9K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62.8K+ 1.34% |
$1.41M - $1.45M
|
4.75M
$107M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
62.5K+ 6.76% |
$1.41M - $1.44M
|
987K
$22.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
62.3KNew |
$1.4M - $1.44M
|
62.3K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61.9KNew |
$1.39M - $1.43M
|
61.9K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
60.9KNew |
$1.37M - $1.41M
|
60.9K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
60.7K+ 35.09% |
$1.37M - $1.4M
|
234K
$5.25M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
59K+ 2.07% |
$1.33M - $1.36M
|
2.91M
$65.3M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
58.3K+ 68.78% |
$1.31M - $1.35M
|
143K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.8K+ 120.76% |
$1.3M - $1.33M
|
106K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
57.7K+ 1.06% |
$1.3M - $1.33M
|
5.5M
$124M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
57.5K+ 4680.07% |
$1.29M - $1.33M
|
58.7K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.1KNew |
$1.29M - $1.32M
|
57.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
55.9K+ 13.7% |
$1.26M - $1.29M
|
464K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
54.6K+ 22.48% |
$1.23M - $1.26M
|
297K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
51.9KNew |
$1.17M - $1.2M
|
51.9K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
51.7K+ 7.56% |
$1.16M - $1.19M
|
736K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50.5K+ 22.23% |
$1.14M - $1.17M
|
278K
$6.24M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49.9K+ 33.28% |
$1.12M - $1.15M
|
200K
$4.49M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
48.9K+ 359.5% |
$1.1M - $1.13M
|
62.5K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
48.2KNew |
$1.09M - $1.11M
|
48.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
46K+ 13.74% |
$1.03M - $1.06M
|
381K
$8.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
45.5K+ 14.03% |
$1.02M - $1.05M
|
370K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
45K+ 6.89% |
$1.01M - $1.04M
|
698K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
44.9KNew |
$1.01M - $1.04M
|
44.9K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
44.3K+ 32.12% |
$998K - $1.02M
|
182K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.2K+ 4.12% |
$950K - $974K
|
1.07M
$24M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41.5K+ 98.46% |
$935K - $958K
|
83.7K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41.2K+ 12.28% |
$927K - $950K
|
377K
$8.46M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
40.7KNew |
$917K - $940K
|
40.7K
$915K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
39.8K+ 22.05% |
$895K - $918K
|
220K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38.8K+ 76.47% |
$873K - $895K
|
89.5K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37.3K+ 347.96% |
$839K - $860K
|
48K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4K+ 20.96% |
$820K - $841K
|
210K
$4.73M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35.6K+ 255.24% |
$802K - $823K
|
49.6K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.3K+ 33.09% |
$796K - $816K
|
142K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$786K - $806K
|
34.9K
$785K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32.3K+ 309.02% |
$726K - $745K
|
42.7K
$960K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
32.1KNew |
$723K - $742K
|
32.1K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
31.8KNew |
$716K - $735K
|
31.8K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
31.2KNew |
$703K - $720K
|
31.2K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
31K+ 6.26% |
$698K - $716K
|
526K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.4K+ 8.07% |
$663K - $679K
|
394K
$8.86M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.4K+ 8.07% |
$663K - $679K
|
394K
$8.86M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
29.3K+ 257.31% |
$660K - $677K
|
40.7K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
27.8K+ 42.91% |
$627K - $642K
|
92.7K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
27.8K+ 0.98% |
$626K - $641K
|
2.86M
$64.3M
|