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 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.07K- 33.04% |
$185K - $190K
|
16.4K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-8.47K- 3.19% |
$194K - $200K
|
257K
$5.78M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9K- 66.45% |
$206K - $212K
|
4.55K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.4K- 7.1% |
$215K - $222K
|
123K
$2.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9.98K- 19.84% |
$228K - $235K
|
40.3K
$906K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10K- 20.98% |
$229K - $236K
|
37.7K
$848K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.1K- 2.68% |
$230K - $237K
|
365K
$8.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.5K- 12.33% |
$240K - $248K
|
74.6K
$1.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-10.9K- 53.24% |
$248K - $256K
|
9.53K
$214K
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-11.4K- 31.4% |
$262K - $270K
|
25K
$562K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11.5K- 8.45% |
$262K - $270K
|
124K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.5K- 11.1% |
$262K - $270K
|
91.7K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.6K- 4.66% |
$266K - $274K
|
238K
$5.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-11.7K- 33.39% |
$267K - $275K
|
23.3K
$523K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-12.2K- 47.98% |
$279K - $288K
|
13.2K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.8K- 1.98% |
$293K - $302K
|
634K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.9K- 69.2% |
$294K - $303K
|
5.73K
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13.7K- 35.12% |
$313K - $323K
|
25.3K
$569K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-13.7K- 0.9% |
$314K - $324K
|
1.51M
$33.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-13.8K- 54.34% |
$316K - $326K
|
11.6K
$261K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.8KClosed |
$339K - $350K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-14.9K- 6.8% |
$341K - $352K
|
204K
$4.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.7K- 16.09% |
$358K - $370K
|
81.7K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-18.1K- 3.3% |
$415K - $428K
|
532K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-18.7K- 20.53% |
$428K - $441K
|
72.4K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-19.5K- 6.39% |
$447K - $461K
|
286K
$6.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19.7K- 41.69% |
$450K - $464K
|
27.5K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-19.8K- 20.38% |
$452K - $466K
|
77.2K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.1K- 47.89% |
$460K - $475K
|
21.9K
$492K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.9K- 0.24% |
$500K - $516K
|
8.98M
$202M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.4K- 11.53% |
$512K - $529K
|
172K
$3.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-22.4K- 66.21% |
$513K - $529K
|
11.5K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.8K- 16.77% |
$522K - $539K
|
113K
$2.55M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24.4K- 57.37% |
$558K - $575K
|
18.1K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-24.9K- 62.8% |
$571K - $588K
|
14.8K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26.5K- 61.9% |
$607K - $626K
|
16.3K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-26.8K- 59.69% |
$613K - $632K
|
18.1K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28.9K- 36.2% |
$661K - $681K
|
50.9K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-29.4K- 5.54% |
$673K - $694K
|
502K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.5K- 2.43% |
$676K - $697K
|
1.19M
$26.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-30.7K- 50.69% |
$703K - $725K
|
29.9K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-32.6K- 21.57% |
$746K - $770K
|
119K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.8K- 4.57% |
$749K - $773K
|
684K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34.4K- 7.33% |
$787K - $812K
|
435K
$9.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.5K- 61.96% |
$790K - $815K
|
21.2K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.6K- 2.21% |
$790K - $815K
|
1.53M
$34.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 32.58% |
$867K - $894K
|
78.5K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-38.5K- 72.92% |
$879K - $907K
|
14.3K
$321K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-40.2K- 76.3% |
$919K - $948K
|
12.5K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42K- 9.88% |
$961K - $991K
|
383K
$8.61M
|