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 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.8K+ 28.44% |
$625K - $641K
|
125K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27.7KNew |
$625K - $640K
|
27.7K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
27.6K+ 8.25% |
$621K - $636K
|
362K
$8.13M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27K+ 27.69% |
$608K - $624K
|
125K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
25.4K+ 8.57% |
$572K - $587K
|
322K
$7.24M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
25.1KNew |
$564K - $579K
|
25.1K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
25KNew |
$562K - $576K
|
25K
$561K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24.6K+ 8.75% |
$553K - $567K
|
305K
$6.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.4K+ 3.04% |
$549K - $563K
|
827K
$18.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.2K+ 13.7% |
$544K - $558K
|
201K
$4.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
24.2K+ 335.42% |
$544K - $558K
|
31.4K
$705K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24K+ 17.72% |
$541K - $555K
|
160K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.9KNew |
$539K - $552K
|
23.9K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 2.38% |
$526K - $539K
|
1.01M
$22.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23.3K+ 65.31% |
$524K - $538K
|
59K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.4K+ 21.11% |
$504K - $517K
|
129K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$499K - $512K
|
22.2K
$498K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
22.2K+ 2.47% |
$499K - $512K
|
921K
$20.7M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
22.1K+ 8.14% |
$499K - $511K
|
294K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
22K+ 3.24% |
$494K - $507K
|
699K
$15.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21.9K+ 42.52% |
$492K - $505K
|
73.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$491K - $504K
|
21.8K
$490K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
21.2K+ 4.59% |
$477K - $489K
|
483K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
20.4KNew |
$459K - $470K
|
20.4K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
19K+ 255.34% |
$428K - $438K
|
26.4K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
18.7K+ 3.38% |
$421K - $432K
|
572K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
17.9K+ 4.26% |
$403K - $413K
|
438K
$9.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
17.3KNew |
$389K - $399K
|
17.3K
$388K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.3KNew |
$388K - $398K
|
17.3K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.2K+ 3.15% |
$387K - $396K
|
562K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
16.9K+ 11.82% |
$380K - $390K
|
160K
$3.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
16.7K+ 2.16% |
$376K - $386K
|
792K
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.4KNew |
$370K - $380K
|
16.4K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
16.3KNew |
$368K - $377K
|
16.3K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
15.9K+ 29.02% |
$359K - $368K
|
70.9K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.4KNew |
$347K - $355K
|
15.4K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.2K+ 161.22% |
$343K - $351K
|
24.7K
$554K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
15.1K+ 31.69% |
$339K - $348K
|
62.6K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
14.8K+ 5.44% |
$334K - $343K
|
288K
$6.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
14.8K+ 3.04% |
$334K - $342K
|
502K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.6K+ 9.62% |
$329K - $338K
|
167K
$3.75M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
14.3K+ 20.48% |
$322K - $331K
|
84.3K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.9KNew |
$313K - $321K
|
13.9K
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
13.7K+ 11.43% |
$309K - $316K
|
134K
$3M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.7K+ 31.61% |
$307K - $315K
|
56.9K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13.6K+ 75.62% |
$307K - $315K
|
31.7K
$712K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
13.5K+ 28.32% |
$305K - $312K
|
61.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 28.9% |
$303K - $311K
|
60K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.2K+ 84.28% |
$296K - $304K
|
28.8K
$647K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.4K+ 45.53% |
$280K - $287K
|
39.7K
$892K
|