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 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.05K+ 7.52% |
$46.2K - $47.3K
|
29.3K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.04K+ 1.77% |
$46K - $47.2K
|
117K
$2.63M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2.04K+ 7.11% |
$45.8K - $47K
|
30.7K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
2.02K+ 5.46% |
$45.4K - $46.6K
|
39K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.94K+ 4.9% |
$43.6K - $44.8K
|
41.5K
$932K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 1.46% |
$41.9K - $43K
|
129K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.76K+ 4.39% |
$39.7K - $40.7K
|
41.9K
$942K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 4.87% |
$39.3K - $40.3K
|
37.6K
$844K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.74K+ 1.44% |
$39.1K - $40.1K
|
122K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.59K+ 31.45% |
$35.8K - $36.7K
|
6.65K
$149K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.51K+ 14.43% |
$34.1K - $34.9K
|
12K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.44K+ 16.22% |
$32.3K - $33.1K
|
10.3K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41K+ 1.86% |
$31.6K - $32.5K
|
76.8K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.38K+ 2.21% |
$31K - $31.8K
|
63.7K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.37KNew |
$30.8K - $31.6K
|
1.37K
$30.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.33KNew |
$30K - $30.8K
|
1.33K
$30K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 184.57% |
$26.9K - $27.6K
|
1.84K
$41.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.13K+ 6.07% |
$25.4K - $26.1K
|
19.7K
$443K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.09K+ 4.11% |
$24.5K - $25.2K
|
27.6K
$621K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.08K+ 389.93% |
$24.4K - $25K
|
1.36K
$30.6K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.06K+ 45.94% |
$23.9K - $24.5K
|
3.38K
$75.9K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
894+ 191.03% |
$20.1K - $20.6K
|
1.36K
$30.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
859+ 3.67% |
$19.3K - $19.8K
|
24.3K
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
804+ 2871.43% |
$18.1K - $18.6K
|
832
$18.7K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
775New |
$17.4K - $17.9K
|
775
$17.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
674+ 11.13% |
$15.2K - $15.6K
|
6.73K
$151K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
655+ 29.6% |
$14.7K - $15.1K
|
2.87K
$64.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
608+ 1.61% |
$13.7K - $14K
|
38.4K
$862K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
606+ 4.48% |
$13.6K - $14K
|
14.1K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 12.44% |
$12.8K - $13.1K
|
5.14K
$116K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
482+ 2.95% |
$10.8K - $11.1K
|
16.8K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
474+ 4.47% |
$10.7K - $10.9K
|
11.1K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
461+ 2.62% |
$10.4K - $10.6K
|
18K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
449+ 5.1% |
$10.1K - $10.4K
|
9.25K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
440New |
$9.9K - $10.2K
|
440
$9.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
421New |
$9.48K - $9.72K
|
421
$9.46K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
420+ 1.2% |
$9.45K - $9.69K
|
35.3K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
409+ 8.23% |
$9.21K - $9.44K
|
5.38K
$121K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
387+ 7.06% |
$8.71K - $8.93K
|
5.87K
$132K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
382+ 313.11% |
$8.6K - $8.82K
|
504
$11.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
356+ 8.17% |
$8.01K - $8.22K
|
4.71K
$106K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
341+ 80.05% |
$7.68K - $7.87K
|
767
$17.2K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
331+ 0.79% |
$7.45K - $7.64K
|
42.4K
$952K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
324+ 93.64% |
$7.29K - $7.48K
|
670
$15.1K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
310+ 3.49% |
$6.98K - $7.15K
|
9.19K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 29.28% |
$5.97K - $6.12K
|
1.17K
$26.3K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
258New |
$5.81K - $5.95K
|
258
$5.8K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
241+ 2.28% |
$5.42K - $5.56K
|
10.8K
$242K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240+ 23.86% |
$5.4K - $5.54K
|
1.25K
$28K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 3.92% |
$4.79K - $4.92K
|
5.65K
$127K
|