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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
25.2KNew |
$577K - $595K
|
25.2K
$576K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.9K+ 8.23% |
$570K - $588K
|
328K
$7.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
24.7KNew |
$565K - $583K
|
24.7K
$563K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.3K+ 4.65% |
$556K - $574K
|
547K
$12.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
24.1K+ 38.11% |
$551K - $568K
|
87.3K
$1.99M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.7K+ 251.57% |
$543K - $560K
|
33.2K
$757K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
23.5K+ 267.25% |
$538K - $555K
|
32.3K
$737K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.1KNew |
$529K - $545K
|
23.1K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.3K+ 923.28% |
$511K - $527K
|
24.7K
$564K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
21.9K+ 52.64% |
$502K - $518K
|
63.6K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
21.4K+ 6.68% |
$490K - $505K
|
342K
$7.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.6K+ 32.39% |
$471K - $486K
|
84.1K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.5K+ 10.4% |
$469K - $484K
|
218K
$4.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.3K+ 145.89% |
$464K - $479K
|
34.2K
$780K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.7K+ 117.53% |
$451K - $466K
|
36.5K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.6KNew |
$449K - $463K
|
19.6K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.5KNew |
$446K - $461K
|
19.5K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.4KNew |
$444K - $458K
|
19.4K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2KNew |
$439K - $453K
|
19.2K
$438K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18.7KNew |
$429K - $442K
|
18.7K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
17.4K+ 3.34% |
$397K - $409K
|
538K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 2.1% |
$396K - $409K
|
843K
$19.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
17K+ 145.44% |
$388K - $401K
|
28.7K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.9KNew |
$387K - $399K
|
16.9K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
16.6K+ 20.83% |
$380K - $392K
|
96.5K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.5K+ 140.11% |
$377K - $389K
|
28.3K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
16.4KNew |
$375K - $387K
|
16.4K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.2K+ 6.27% |
$370K - $382K
|
274K
$6.26M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.1K+ 89.06% |
$369K - $380K
|
34.2K
$780K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
15.5K+ 2.08% |
$354K - $365K
|
762K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.2K+ 155.58% |
$326K - $336K
|
23.4K
$534K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13.9KNew |
$319K - $329K
|
13.9K
$318K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
13.8KNew |
$315K - $325K
|
13.8K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 1.14% |
$308K - $318K
|
1.19M
$27.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
13.5K+ 1.1% |
$308K - $318K
|
1.24M
$28.3M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
13.4K+ 3.26% |
$306K - $316K
|
424K
$9.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3K+ 37.97% |
$303K - $313K
|
48.2K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
13.2K+ 3.9% |
$301K - $310K
|
351K
$8M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 0.26% |
$293K - $303K
|
4.87M
$111M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
12.4K+ 8.47% |
$285K - $294K
|
159K
$3.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.5K+ 52.05% |
$264K - $272K
|
33.7K
$768K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11.3KNew |
$258K - $267K
|
11.3K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.1KNew |
$255K - $263K
|
11.1K
$254K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 24.69% |
$254K - $262K
|
56K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$253K - $261K
|
11.1K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 20.82% |
$250K - $258K
|
63.5K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9K+ 40.42% |
$249K - $257K
|
37.8K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$244K - $252K
|
10.7K
$244K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
10.5KNew |
$240K - $247K
|
10.5K
$239K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.33% |
$236K - $244K
|
54.6K
$1.25M
|