Purchases and Sales Made in Q2 2023 in Ishares U.S. Treasury Bond ETF (GOVT)

GOVT Quotes by TradingView

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 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
186K
+ 12.75%
$4.25M - $4.38M
1.64M $37.5M
Jul 20, 2023 Q2 2023
Optas, LLC

BUY
 -
182K
+ 133.15%
$4.16M - $4.29M
318K $7.26M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
178K
+ 109.81%
$4.08M - $4.21M
341K $7.78M
Jul 26, 2023 Q2 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
174K
+ 54.64%
$3.98M - $4.1M
492K $11.2M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
172K
+ 15.1%
$3.92M - $4.05M
1.31M $29.8M
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
171K
+ 9.21%
$3.91M - $4.03M
2.03M $46.2M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
167K
+ 15.09%
$3.82M - $3.94M
1.28M $29.1M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
164K
New
$3.76M - $3.87M
164K $3.75M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
158K
New
$3.61M - $3.73M
158K $3.61M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
154K
+ 60.4%
$3.52M - $3.63M
409K $9.32M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
147K
+ 94.34%
$3.35M - $3.46M
302K $6.89M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
146K
+ 50.41%
$3.33M - $3.43M
434K $9.91M
Aug 03, 2023 Q2 2023
Paladin Advisory Group, LLC

BUY
 -
145K
+ 302.77%
$3.31M - $3.42M
193K $4.39M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
139K
+ 40.61%
$3.17M - $3.27M
480K $11M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

BUY
 -
136K
+ 71.26%
$3.11M - $3.21M
327K $7.46M
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
131K
+ 6.38%
$3M - $3.1M
2.19M $50M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
130K
+ 654.95%
$2.98M - $3.08M
150K $3.43M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
128K
+ 7.64%
$2.94M - $3.03M
1.81M $41.3M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
120K
+ 89.59%
$2.75M - $2.83M
254K $5.8M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
118K
New
$2.7M - $2.78M
118K $2.69M
Jul 14, 2023 Q2 2023
Lvw Advisors, LLC

BUY
 -
115K
New
$2.63M - $2.71M
115K $2.62M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
113K
New
$2.59M - $2.68M
113K $2.59M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
113K
+ 35.16%
$2.59M - $2.67M
435K $9.91M
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
113K
+ 10.41%
$2.57M - $2.65M
1.19M $27.2M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
109K
+ 428.77%
$2.5M - $2.58M
135K $3.08M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
106K
+ 79.78%
$2.42M - $2.49M
238K $5.43M
Jul 31, 2023 Q2 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
104K
New
$2.38M - $2.45M
104K $2.37M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
103K
+ 1.69%
$2.36M - $2.43M
6.2M $141M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
101K
+ 56.52%
$2.31M - $2.38M
280K $6.38M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
99.9K
New
$2.29M - $2.36M
99.9K $2.28M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
96.6K
+ 15.8%
$2.21M - $2.28M
708K $16.2M
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
96K
+ 14.27%
$2.2M - $2.26M
769K $17.5M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
92.2K
+ 51.69%
$2.11M - $2.17M
271K $6.17M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
90.3K
+ 206.43%
$2.07M - $2.13M
134K $3.06M
Aug 08, 2023 Q2 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
89.4K
New
$2.04M - $2.11M
89.4K $2.04M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
78.9K
+ 33.44%
$1.8M - $1.86M
315K $7.18M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
78K
+ 1.7%
$1.78M - $1.84M
4.67M $107M
Aug 10, 2023 Q2 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
76.5K
+ 9.87%
$1.75M - $1.8M
851K $19.4M
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
76.1K
+ 13.49%
$1.74M - $1.8M
641K $14.6M
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
75.3K
+ 16.34%
$1.72M - $1.78M
536K $12.2M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
71.7K
+ 66.11%
$1.64M - $1.69M
180K $4.11M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
71.4K
+ 14.9%
$1.63M - $1.69M
551K $12.6M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
71.2K
+ 12.63%
$1.63M - $1.68M
635K $14.5M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
68.9K
+ 124.24%
$1.57M - $1.62M
124K $2.83M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
68K
+ 6.17%
$1.55M - $1.6M
1.17M $26.7M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
67.2K
+ 19.5%
$1.54M - $1.58M
412K $9.39M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
61.7K
+ 555.86%
$1.41M - $1.46M
72.8K $1.66M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
61.7K
+ 62.2%
$1.41M - $1.46M
161K $3.67M
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
61.2K
+ 185.75%
$1.4M - $1.44M
94.1K $2.15M

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