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 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
59K+ 57.19% |
$1.35M - $1.39M
|
162K
$3.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
56.6K+ 292.58% |
$1.3M - $1.34M
|
76K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
54.2K+ 18.49% |
$1.24M - $1.28M
|
347K
$7.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.4K+ 1.99% |
$1.22M - $1.26M
|
2.74M
$61.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
53K+ 10.75% |
$1.21M - $1.25M
|
546K
$12.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
49.8K+ 21.3% |
$1.14M - $1.18M
|
284K
$6.38M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49.3K+ 347.57% |
$1.13M - $1.16M
|
63.5K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
48.6K+ 14.02% |
$1.11M - $1.15M
|
396K
$8.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
48KNew |
$1.1M - $1.13M
|
48K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
47.5K+ 6.03% |
$1.09M - $1.12M
|
836K
$18.8M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
46.7K+ 297.45% |
$1.07M - $1.1M
|
62.5K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
45.1K+ 10.35% |
$1.03M - $1.06M
|
481K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
44.8KNew |
$1.02M - $1.06M
|
44.8K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
44.3KNew |
$1.01M - $1.04M
|
44.3K
$995K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
44.1K+ 166.13% |
$1.01M - $1.04M
|
70.6K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
42.6K+ 20.1% |
$974K - $1M
|
254K
$5.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.5K+ 228.64% |
$972K - $1M
|
61.1K
$1.37M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40.6K+ 61.74% |
$930K - $959K
|
106K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
38.9K+ 14.1% |
$889K - $917K
|
315K
$7.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
38.7K+ 9.0% |
$885K - $912K
|
469K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
37K+ 121.0% |
$847K - $874K
|
67.7K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
36.8K+ 12.8% |
$842K - $868K
|
324K
$7.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36.3K+ 3.45% |
$830K - $856K
|
1.09M
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
36K+ 11.99% |
$823K - $849K
|
336K
$7.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.7K+ 6.71% |
$817K - $842K
|
568K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
34.7K+ 61.72% |
$793K - $818K
|
90.8K
$2.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
33.2K+ 11.94% |
$759K - $783K
|
311K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.7KNew |
$748K - $771K
|
32.7K
$734K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.3KNew |
$739K - $762K
|
32.3K
$726K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
32.2KNew |
$736K - $759K
|
32.2K
$723K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32.2K+ 18.72% |
$735K - $759K
|
204K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.9K+ 20.12% |
$730K - $753K
|
191K
$4.28M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 30.25% |
$712K - $735K
|
134K
$3.01M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 30.25% |
$712K - $735K
|
134K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29.9KNew |
$684K - $705K
|
29.9K
$672K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.5KNew |
$675K - $696K
|
29.5K
$663K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29.1K+ 8.76% |
$665K - $686K
|
361K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29K+ 4.23% |
$662K - $683K
|
714K
$16.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
28.2KNew |
$645K - $665K
|
28.2K
$634K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
27.6KNew |
$632K - $652K
|
27.6K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.4K+ 293.76% |
$626K - $646K
|
36.7K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27K+ 1.49% |
$618K - $637K
|
1.84M
$41.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
26.8K+ 8.12% |
$612K - $632K
|
356K
$8.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
26.4K+ 355.38% |
$605K - $624K
|
33.9K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26.3KNew |
$602K - $620K
|
26.3K
$591K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
25.6K+ 159.91% |
$586K - $605K
|
41.7K
$937K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
25.6K+ 159.91% |
$586K - $605K
|
41.7K
$937K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 4839.32% |
$585K - $604K
|
26.1K
$587K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25.5K+ 6.14% |
$582K - $600K
|
440K
$9.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
25.2KNew |
$577K - $595K
|
25.2K
$567K
|