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 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.38K+ 11.76% |
$77.3K - $79.7K
|
32.1K
$736K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.32K+ 147.54% |
$76K - $78.4K
|
5.58K
$128K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.16KNew |
$72.2K - $74.5K
|
3.16K
$72.4K
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
3.15K+ 15.93% |
$72K - $74.2K
|
22.9K
$525K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.13K+ 5.02% |
$71.6K - $73.9K
|
65.5K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.08K+ 718.41% |
$70.5K - $72.7K
|
3.51K
$80.5K
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.02K+ 6.92% |
$69K - $71.2K
|
46.6K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 1.34% |
$66.8K - $68.9K
|
221K
$5.07M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.9K+ 7.91% |
$66.3K - $68.3K
|
39.5K
$906K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.78K+ 2.44% |
$63.6K - $65.6K
|
117K
$2.68M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.76K+ 5.66% |
$63.2K - $65.2K
|
51.5K
$1.18M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.53K+ 959.47% |
$57.9K - $59.8K
|
2.8K
$64.1K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.43K+ 2.09% |
$55.5K - $57.2K
|
118K
$2.71M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.36K+ 378.81% |
$54K - $55.7K
|
2.98K
$68.4K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.32K+ 8.22% |
$53K - $54.7K
|
30.5K
$699K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.28K+ 13.02% |
$52.2K - $53.9K
|
19.8K
$455K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.26K+ 6.5% |
$51.6K - $53.2K
|
37K
$848K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.25K+ 3.39% |
$51.4K - $53K
|
68.5K
$1.57M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.18K+ 9.79% |
$49.9K - $51.5K
|
24.5K
$562K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.11K+ 2.87% |
$48.3K - $49.8K
|
75.7K
$1.74M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 4.02% |
$48K - $49.5K
|
54.3K
$1.25M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.06K+ 9.38% |
$47.2K - $48.7K
|
24.1K
$552K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.01KNew |
$45.9K - $47.3K
|
2.01K
$46K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 14.38% |
$43.3K - $44.7K
|
15.1K
$345K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.89K+ 2.03% |
$43.3K - $44.6K
|
95K
$2.18M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.78K+ 1.91% |
$40.8K - $42.1K
|
95.2K
$2.18M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.76K+ 10.98% |
$40.3K - $41.6K
|
17.8K
$408K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.66KNew |
$37.9K - $39.1K
|
1.66K
$38K
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.65K+ 4.17% |
$37.7K - $38.9K
|
41.2K
$946K
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.64K+ 4.34% |
$37.4K - $38.6K
|
39.4K
$903K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.62K+ 1.2% |
$37.1K - $38.3K
|
137K
$3.14M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.6K+ 17.07% |
$36.5K - $37.6K
|
10.9K
$251K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.58K+ 34.47% |
$36.2K - $37.4K
|
6.18K
$142K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.57K+ 0.74% |
$35.9K - $37K
|
213K
$4.88M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 12.22% |
$35K - $36.1K
|
14.1K
$323K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46K+ 3.92% |
$33.5K - $34.5K
|
38.8K
$889K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.4KNew |
$32.1K - $33.1K
|
1.4K
$32.2K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.36K+ 0.33% |
$31.1K - $32K
|
414K
$9.5M
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.32K+ 11.68% |
$30.1K - $31K
|
12.6K
$288K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.29K+ 3.02% |
$29.5K - $30.5K
|
44.1K
$1.01M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.28KNew |
$29.2K - $30.1K
|
1.28K
$29.3K
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.2K+ 0.7% |
$27.5K - $28.4K
|
173K
$3.96M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.17K+ 313.37% |
$26.8K - $27.6K
|
1.55K
$35.4K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.14KNew |
$26.1K - $27K
|
1.14K
$26.2K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.14K+ 147.4% |
$26K - $26.8K
|
1.91K
$43.7K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.12KNew |
$25.6K - $26.4K
|
1.12K
$25.6K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.1K+ 1.32% |
$25.2K - $25.9K
|
84.2K
$1.93M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.09KNew |
$25K - $25.8K
|
1.09K
$25K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.03K+ 18.99% |
$23.6K - $24.3K
|
6.46K
$148K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
985New |
$22.5K - $23.2K
|
985
$22.6K
|