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 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
212+ 220.83% |
$4.77K - $4.89K
|
308
$6.92K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
205+ 12.06% |
$4.61K - $4.73K
|
1.91K
$42.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
186+ 1.7% |
$4.19K - $4.29K
|
11.2K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
175+ 1.75% |
$3.94K - $4.04K
|
10.2K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
170New |
$3.83K - $3.92K
|
170
$3.82K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
169+ 1.42% |
$3.8K - $3.9K
|
12.1K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
169+ 2.19% |
$3.8K - $3.9K
|
7.89K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
160+ 1.49% |
$3.6K - $3.69K
|
10.9K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
157+ 1.05% |
$3.53K - $3.62K
|
15.1K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 1.48% |
$3.44K - $3.53K
|
10.5K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
150+ 0.47% |
$3.38K - $3.46K
|
32.1K
$721K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
129New |
$2.9K - $2.98K
|
129
$2.9K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
128+ 19.19% |
$2.88K - $2.95K
|
795
$17.9K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
125New |
$2.81K - $2.89K
|
125
$2.81K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
122New |
$2.75K - $2.82K
|
122
$2.74K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
120+ 500.0% |
$2.7K - $2.77K
|
144
$3.24K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
120New |
$2.7K - $2.77K
|
120
$2.7K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 0.32% |
$2.57K - $2.63K
|
35.7K
$803K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
113+ 6.02% |
$2.54K - $2.61K
|
1.99K
$44.7K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
110+ 0.36% |
$2.48K - $2.54K
|
31K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
103+ 0.95% |
$2.32K - $2.38K
|
11K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
85New |
$1.91K - $1.96K
|
85
$1.91K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 1.65% |
$1.85K - $1.89K
|
5.05K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
82New |
$1.85K - $1.89K
|
82
$1.84K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
62+ 7.51% |
$1.4K - $1.43K
|
888
$20K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$1.13K - $1.15K
|
50
$1.12K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
45New |
$1.01K - $1.04K
|
45
$1.01K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
39+ 1.2% |
$878 - $900
|
3.28K
$73.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 16.89% |
$833 - $854
|
256
$5.75K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
35+ 3.91% |
$788 - $808
|
929
$20.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 0.4% |
$788 - $808
|
8.82K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
29+ 0.26% |
$653 - $669
|
11.1K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
24+ 0.48% |
$540 - $554
|
5.04K
$113K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 0.48% |
$540 - $554
|
5K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
23New |
$518 - $531
|
23
$517
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 6.32% |
$405 - $415
|
303
$6.81K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
17+ 0.2% |
$383 - $392
|
8.37K
$188K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
5+ 20.83% |
$113 - $115
|
29
$652
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.6% |
$90 - $92.3
|
670
$15.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$67.5 - $69.2
|
3
$67.4
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 2.13% |
$22.5 - $23.1
|
48
$1.08K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$22.5 - $23.1
|
1.06K
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 1.61% |
$225 - $231
|
612
$13.8K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 0.31% |
$270 - $277
|
3.82K
$85.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 2.97% |
$360 - $369
|
523
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-40- 0.23% |
$900 - $923
|
17.1K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-42- 5.26% |
$945 - $969
|
757
$17K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-44- 0.27% |
$990 - $1.02K
|
16.5K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48- 2.6% |
$1.08K - $1.11K
|
1.8K
$40.4K
|