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 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-64- 9.3% |
$1.44K - $1.48K
|
624
$14K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 1.76% |
$1.55K - $1.59K
|
3.86K
$86.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74- 0.78% |
$1.67K - $1.71K
|
9.37K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 0.48% |
$1.89K - $1.94K
|
17.5K
$393K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 2.99% |
$2.99K - $3.07K
|
4.32K
$97K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-142- 5.4% |
$3.2K - $3.28K
|
2.49K
$55.9K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-166- 35.1% |
$3.74K - $3.83K
|
307
$6.9K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-177- 3.52% |
$3.98K - $4.09K
|
4.85K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-197- 0.57% |
$4.43K - $4.55K
|
34.1K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-220- 1.35% |
$4.95K - $5.08K
|
16.1K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-248- 2.0% |
$5.58K - $5.72K
|
12.1K
$273K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-253- 85.47% |
$5.7K - $5.84K
|
43
$966
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-257- 0.43% |
$5.79K - $5.93K
|
59.2K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-261- 0.67% |
$5.88K - $6.02K
|
38.4K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-342- 15.59% |
$7.7K - $7.89K
|
1.85K
$41.6K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-367- 44.0% |
$8.26K - $8.47K
|
467
$10.5K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-369- 1.63% |
$8.31K - $8.52K
|
22.2K
$499K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-372- 3.95% |
$8.37K - $8.59K
|
9.05K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-427- 4.59% |
$9.61K - $9.86K
|
8.88K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-434- 0.92% |
$9.77K - $10K
|
46.5K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-474- 19.13% |
$10.7K - $10.9K
|
2K
$45K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-479- 3.73% |
$10.8K - $11.1K
|
12.4K
$278K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-480- 5.09% |
$10.8K - $11.1K
|
8.96K
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-580- 3.83% |
$13.1K - $13.4K
|
14.5K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-608- 0.49% |
$13.7K - $14K
|
124K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-633- 43.66% |
$14.2K - $14.6K
|
817
$18.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-664- 87.83% |
$14.9K - $15.3K
|
92
$2.07K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-680- 3.8% |
$15.3K - $15.7K
|
17.2K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-778- 1.03% |
$17.5K - $18K
|
74.4K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-829- 8.46% |
$18.7K - $19.1K
|
8.97K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-840- 3.58% |
$18.9K - $19.4K
|
22.6K
$508K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-896- 4.01% |
$20.2K - $20.7K
|
21.5K
$482K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-944- 2.36% |
$21.2K - $21.8K
|
39K
$876K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-970- 4.89% |
$21.8K - $22.4K
|
18.9K
$424K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-984- 7.45% |
$22.1K - $22.7K
|
12.2K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-992- 5.85% |
$22.3K - $22.9K
|
16K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.03K- 29.27% |
$23.1K - $23.7K
|
2.48K
$55.7K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.07K- 1.55% |
$24.1K - $24.7K
|
67.9K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.15K- 0.2% |
$25.9K - $26.5K
|
587K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.23K- 9.41% |
$27.7K - $28.4K
|
11.9K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 8.08% |
$27.8K - $28.5K
|
14.1K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.32K- 93.95% |
$29.7K - $30.4K
|
85
$1.91K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.37K- 5.38% |
$30.8K - $31.6K
|
24K
$540K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.4K- 6.27% |
$31.5K - $32.3K
|
20.9K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.4K- 4.06% |
$31.5K - $32.3K
|
33.1K
$743K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.41K- 37.63% |
$31.8K - $32.6K
|
2.34K
$52.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 60.47% |
$32.2K - $33K
|
934
$21K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.43K- 4.92% |
$32.3K - $33.1K
|
27.7K
$623K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.47K- 8.89% |
$33.2K - $34K
|
15.1K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 11.74% |
$34.2K - $35.1K
|
11.4K
$257K
|