Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.09K+ 4.55% |
$48.7K - $52K
|
48.2K
$1.08M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.05K+ 5000.0% |
$47.7K - $50.9K
|
2.09K
$46.9K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.96KNew |
$45.6K - $48.6K
|
1.96K
$43.9K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.96K+ 15.1% |
$45.5K - $48.5K
|
14.9K
$334K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.88K+ 725.48% |
$43.7K - $46.6K
|
2.14K
$47.9K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.87KNew |
$43.5K - $46.4K
|
1.87K
$41.9K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.84K+ 0.24% |
$42.7K - $45.6K
|
753K
$16.9M
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.82K+ 0.71% |
$42.4K - $45.2K
|
258K
$5.79M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.77KNew |
$41.3K - $44K
|
1.77K
$39.8K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.65KNew |
$38.4K - $40.9K
|
1.65K
$37K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.51K+ 1.5% |
$35.1K - $37.4K
|
102K
$2.28M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.48KNew |
$34.4K - $36.7K
|
1.48K
$33.2K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.44K+ 5.98% |
$33.6K - $35.8K
|
25.5K
$573K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.41KNew |
$32.7K - $34.9K
|
1.41K
$31.5K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.37K+ 6.79% |
$31.8K - $34K
|
21.5K
$482K
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.33K+ 3.56% |
$31K - $33K
|
38.7K
$868K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.27K+ 8.01% |
$29.5K - $31.4K
|
17.1K
$383K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.24KNew |
$28.9K - $30.8K
|
1.24K
$27.8K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.22K+ 9.84% |
$28.4K - $30.3K
|
13.6K
$305K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.13K+ 32.26% |
$26.3K - $28K
|
4.63K
$104K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 6.31% |
$26.2K - $27.9K
|
19K
$425K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.11K+ 1.94% |
$25.9K - $27.6K
|
58.6K
$1.31M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.11K+ 9.83% |
$25.8K - $27.6K
|
12.4K
$278K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 4.49% |
$25.8K - $27.6K
|
25.8K
$579K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.09K+ 17.1% |
$25.4K - $27.1K
|
7.47K
$167K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.08K+ 9.08% |
$25.1K - $26.8K
|
13K
$291K
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 6.82% |
$23.5K - $25K
|
15.8K
$354K
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
996+ 7.02% |
$23.2K - $24.7K
|
15.2K
$341K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
927+ 7.65% |
$21.6K - $23K
|
13K
$292K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
898+ 3.04% |
$20.9K - $22.3K
|
30.4K
$681K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
870New |
$20.3K - $21.6K
|
870
$19.5K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
868+ 0.62% |
$20.2K - $21.5K
|
141K
$3.17M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
848+ 0.58% |
$19.7K - $21K
|
148K
$3.32M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
750+ 0.3% |
$17.5K - $18.6K
|
247K
$5.53M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
732+ 1.41% |
$17K - $18.2K
|
52.5K
$1.18M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
668+ 0.07% |
$15.6K - $16.6K
|
971K
$21.8M
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
648New |
$15.1K - $16.1K
|
648
$14.5K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
637+ 0.85% |
$14.8K - $15.8K
|
75.7K
$1.7M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
576New |
$13.4K - $14.3K
|
576
$12.9K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
575+ 0.27% |
$13.4K - $14.3K
|
217K
$4.86M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
573+ 6.35% |
$13.3K - $14.2K
|
9.6K
$215K
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
549+ 4.41% |
$12.8K - $13.6K
|
13K
$291K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
525+ 2.79% |
$12.2K - $13K
|
19.3K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
519New |
$12.1K - $12.9K
|
519
$11.6K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
491New |
$11.4K - $12.2K
|
491
$11K
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
490+ 1.52% |
$11.4K - $12.2K
|
32.8K
$735K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
435+ 2.0% |
$10.1K - $10.8K
|
22.2K
$498K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
424New |
$9.87K - $10.5K
|
424
$9.51K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
398New |
$9.27K - $9.88K
|
398
$8.92K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
380+ 2.56% |
$8.85K - $9.43K
|
15.2K
$341K
|