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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12.4KNew |
$279K - $286K
|
12.4K
$279K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3K+ 13.08% |
$277K - $284K
|
106K
$2.39M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 6.58% |
$276K - $283K
|
199K
$4.47M
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12KNew |
$271K - $278K
|
12K
$270K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
12KNew |
$270K - $277K
|
12K
$269K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 18.92% |
$252K - $258K
|
70.3K
$1.58M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 31.29% |
$250K - $256K
|
46.6K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 4.19% |
$249K - $255K
|
275K
$6.19M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.8K+ 57.82% |
$243K - $249K
|
29.4K
$662K
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.6K+ 11.99% |
$239K - $245K
|
99.3K
$2.23M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
10.6K+ 31.6% |
$239K - $245K
|
44.3K
$995K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5K+ 31.86% |
$236K - $242K
|
43.4K
$975K
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 56.47% |
$236K - $242K
|
29.1K
$653K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.2K+ 12.6% |
$229K - $235K
|
90.9K
$2.04M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$228K - $234K
|
10.1K
$228K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.1K+ 10.62% |
$227K - $233K
|
105K
$2.36M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.91K+ 0.83% |
$223K - $229K
|
1.2M
$26.9M
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.89K+ 34.36% |
$223K - $228K
|
38.7K
$868K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.79KNew |
$220K - $226K
|
9.79K
$220K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.67KNew |
$218K - $223K
|
9.67K
$217K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.57KNew |
$215K - $221K
|
9.57K
$215K
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
9.57KNew |
$215K - $221K
|
9.57K
$215K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.36KNew |
$211K - $216K
|
9.36K
$210K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.3KNew |
$209K - $215K
|
9.3K
$209K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.26K+ 18.38% |
$208K - $214K
|
59.6K
$1.34M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.11KNew |
$205K - $210K
|
9.11K
$205K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.84KNew |
$199K - $204K
|
8.84K
$199K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
8.83KNew |
$199K - $204K
|
8.83K
$198K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8.62K+ 3.12% |
$194K - $199K
|
285K
$6.4M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.61K+ 27.99% |
$194K - $199K
|
39.4K
$885K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.54K+ 22.81% |
$192K - $197K
|
46K
$1.03M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.8KNew |
$176K - $180K
|
7.8K
$175K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.68K+ 7.69% |
$173K - $177K
|
108K
$2.42M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.54K+ 30.04% |
$170K - $174K
|
32.7K
$734K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.45K+ 2.19% |
$168K - $172K
|
347K
$7.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.42K+ 4.17% |
$167K - $171K
|
185K
$4.17M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.12K+ 4.16% |
$160K - $164K
|
178K
$4M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.07K+ 13.1% |
$159K - $163K
|
61.1K
$1.37M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.06K+ 27.44% |
$159K - $163K
|
32.8K
$737K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.83K+ 12.96% |
$154K - $158K
|
59.5K
$1.34M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.82K+ 7.19% |
$154K - $157K
|
102K
$2.28M
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.82K+ 13.34% |
$153K - $157K
|
57.9K
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
6.71K+ 222.04% |
$151K - $155K
|
9.73K
$219K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.7K+ 34.76% |
$151K - $155K
|
26K
$583K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.58K+ 32.63% |
$148K - $152K
|
26.7K
$601K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.48KNew |
$146K - $149K
|
6.48K
$146K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.42K+ 60.74% |
$145K - $148K
|
17K
$382K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.27K+ 30.84% |
$141K - $145K
|
26.6K
$598K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.1K+ 63.96% |
$137K - $141K
|
15.6K
$352K
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.88K+ 2.52% |
$132K - $136K
|
239K
$5.37M
|