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
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-44.6K- 25.87% |
$1.02M - $1.05M
|
128K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.7K- 62.17% |
$1.04M - $1.08M
|
27.8K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46.7K- 26.11% |
$1.07M - $1.1M
|
132K
$2.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-48.5K- 26.78% |
$1.11M - $1.14M
|
133K
$2.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49.3K- 27.04% |
$1.13M - $1.16M
|
133K
$2.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-52.4K- 65.61% |
$1.2M - $1.24M
|
27.4K
$617K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-53.6K- 19.07% |
$1.23M - $1.26M
|
227K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-54K- 58.87% |
$1.23M - $1.27M
|
37.7K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-55K- 12.93% |
$1.26M - $1.3M
|
371K
$8.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-62.1K- 4.08% |
$1.42M - $1.46M
|
1.46M
$32.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-63.9K- 48.73% |
$1.46M - $1.51M
|
67.2K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-65.4K- 37.0% |
$1.49M - $1.54M
|
111K
$2.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-67.2K- 80.48% |
$1.54M - $1.58M
|
16.3K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-68.6K- 18.11% |
$1.57M - $1.62M
|
310K
$6.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-69.7K- 32.51% |
$1.59M - $1.65M
|
145K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-71.3K- 3.46% |
$1.63M - $1.68M
|
1.99M
$44.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80K- 37.21% |
$1.83M - $1.89M
|
135K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80K- 37.21% |
$1.83M - $1.89M
|
135K
$3.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-80.9K- 2.57% |
$1.85M - $1.91M
|
3.07M
$69M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-83.8K- 33.74% |
$1.92M - $1.98M
|
165K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-89.6K- 80.22% |
$2.05M - $2.11M
|
22.1K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94.4K- 84.98% |
$2.16M - $2.23M
|
16.7K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-110K- 10.89% |
$2.52M - $2.6M
|
901K
$20.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-118K- 18.17% |
$2.7M - $2.79M
|
533K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-132K- 7.68% |
$3.03M - $3.12M
|
1.59M
$35.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 7.86% |
$3.03M - $3.13M
|
1.55M
$34.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-143K- 46.0% |
$3.28M - $3.38M
|
168K
$3.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-146K- 8.3% |
$3.34M - $3.44M
|
1.61M
$36.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-149K- 85.8% |
$3.41M - $3.52M
|
24.7K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151K- 13.27% |
$3.46M - $3.57M
|
989K
$22.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-168K- 80.96% |
$3.83M - $3.95M
|
39.4K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-215K- 23.82% |
$4.91M - $5.06M
|
686K
$15.4M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-226K- 74.33% |
$5.18M - $5.34M
|
78.2K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-246K- 73.93% |
$5.62M - $5.8M
|
86.7K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-258K- 7.86% |
$5.9M - $6.08M
|
3.02M
$67.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-320K- 18.94% |
$7.31M - $7.54M
|
1.37M
$30.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-367K- 10.75% |
$8.38M - $8.65M
|
3.04M
$68.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-377K- 96.17% |
$8.62M - $8.89M
|
15K
$338K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-393K- 3.24% |
$8.98M - $9.26M
|
11.7M
$264M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-508K- 2.36% |
$11.6M - $12M
|
21M
$472M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-548K- 90.08% |
$12.5M - $12.9M
|
60.3K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-750K- 5.44% |
$17.2M - $17.7M
|
13M
$293M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-804K- 97.8% |
$18.4M - $19M
|
18.1K
$407K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-856K- 41.7% |
$19.6M - $20.2M
|
1.2M
$26.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.1M- 96.55% |
$25.2M - $26M
|
39.3K
$883K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7M- 98.96% |
$39M - $40.2M
|
17.9K
$403K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.24M- 35.72% |
$51.3M - $52.9M
|
4.04M
$90.8M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-10.3M- 97.96% |
$236M - $243M
|
215K
$4.82M
|