Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.3M+ 15288.83% |
$304M - $314M
|
13.4M
$301M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.5MNew |
$241M - $248M
|
10.5M
$237M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.21M+ 2.56% |
$211M - $217M
|
370M
$8.31B
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.51MNew |
$172M - $177M
|
7.51M
$169M
|
|
Aug 14, 2023
Q2 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
5.04M+ 79.55% |
$115M - $119M
|
11.4M
$256M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25M+ 4.59% |
$97.2M - $100M
|
96.9M
$2.18B
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.05MNew |
$92.7M - $95.6M
|
4.05M
$91.1M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.68M+ 591.05% |
$84.1M - $86.8M
|
4.3M
$96.7M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.57MNew |
$81.6M - $84.1M
|
3.57M
$80.1M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.24MNew |
$74.1M - $76.4M
|
3.24M
$72.8M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.05M+ 5.51% |
$69.9M - $72.1M
|
58.5M
$1.31B
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.74M+ 113.22% |
$62.6M - $64.5M
|
5.15M
$116M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.7MNew |
$61.8M - $63.8M
|
2.7M
$60.7M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.57MNew |
$58.8M - $60.7M
|
2.57M
$57.8M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.35MNew |
$53.8M - $55.5M
|
2.35M
$52.9M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.87M+ 10.17% |
$42.7M - $44.1M
|
20.3M
$455M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.76M+ 1.38% |
$40.2M - $41.4M
|
129M
$2.91B
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 7.79% |
$39.9M - $41.2M
|
24.2M
$543M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55M+ 25.72% |
$35.4M - $36.5M
|
7.56M
$170M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.41M+ 119.81% |
$32.1M - $33.2M
|
2.58M
$58M
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.09M+ 8.07% |
$24.9M - $25.7M
|
14.6M
$327M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.07MNew |
$24.5M - $25.3M
|
1.07M
$24.1M
|
|
Oct 10, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.06MNew |
$24.2M - $25M
|
1.06M
$23.8M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.04M+ 1501.56% |
$23.8M - $24.5M
|
1.11M
$24.9M
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
966K+ 393.03% |
$22.1M - $22.8M
|
1.21M
$27.2M
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
671KNew |
$15.4M - $15.8M
|
671K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
584K+ 13.18% |
$13.3M - $13.8M
|
5.01M
$113M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
558K+ 6.61% |
$12.8M - $13.2M
|
9M
$202M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
549K+ 49.12% |
$12.6M - $13M
|
1.67M
$37.5M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 64.76% |
$11.5M - $11.9M
|
1.28M
$28.8M
|
|
Jul 25, 2023
Q2 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
481K+ 9.06% |
$11M - $11.4M
|
5.79M
$130M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
457K+ 3.33% |
$10.5M - $10.8M
|
14.2M
$318M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
414K+ 20.48% |
$9.47M - $9.77M
|
2.44M
$54.8M
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
412KNew |
$9.42M - $9.72M
|
412K
$9.26M
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
377K+ 14.13% |
$8.62M - $8.89M
|
3.04M
$68.4M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
373K+ 116.35% |
$8.52M - $8.79M
|
693K
$15.6M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
370K+ 355.13% |
$8.47M - $8.74M
|
475K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
345K+ 25.69% |
$7.89M - $8.14M
|
1.69M
$37.9M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
332K+ 4.6% |
$7.6M - $7.84M
|
7.55M
$170M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330K+ 1.65% |
$7.55M - $7.79M
|
20.4M
$458M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
292K+ 71.95% |
$6.69M - $6.9M
|
699K
$15.7M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
261K+ 67.96% |
$5.96M - $6.15M
|
644K
$14.5M
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
252K+ 334.55% |
$5.76M - $5.94M
|
327K
$7.35M
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
250KNew |
$5.71M - $5.89M
|
250K
$5.61M
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
225K+ 67.8% |
$5.14M - $5.3M
|
556K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
221K+ 8.49% |
$5.06M - $5.22M
|
2.82M
$63.5M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
216K+ 29.42% |
$4.94M - $5.1M
|
951K
$21.4M
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
199K+ 5.56% |
$4.56M - $4.71M
|
3.79M
$85.1M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
199K+ 2029.22% |
$4.56M - $4.7M
|
209K
$4.7M
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
196K+ 33.93% |
$4.48M - $4.62M
|
772K
$17.4M
|