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 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
976
+ 0.59%
$22.3K - $23K
168K $3.84M
Jul 19, 2023 Q2 2023
Snider Financial Group

Bellevue, WA
BUY
 -
969
+ 1.25%
$22.2K - $22.9K
78.3K $1.8M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
967
+ 3.88%
$22.1K - $22.8K
25.9K $593K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
924
+ 2.2%
$21.1K - $21.8K
42.8K $982K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
922
+ 823.21%
$21.1K - $21.7K
1.03K $23.7K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
885
+ 3.27%
$20.2K - $20.9K
27.9K $641K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
865
New
$19.8K - $20.4K
865 $19.8K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
858
New
$19.6K - $20.2K
858 $19.7K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
842
+ 4.24%
$19.3K - $19.9K
20.7K $475K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
803
+ 1.6%
$18.4K - $18.9K
51K $1.17M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
793
+ 4.36%
$18.1K - $18.7K
19K $435K
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
775
+ 4.03%
$17.7K - $18.3K
20K $459K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
771
+ 1.85%
$17.6K - $18.2K
42.5K $974K
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

BUY
 -
696
+ 0.3%
$15.9K - $16.4K
232K $5.32M
Apr 24, 2024 Q2 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
674
+ 6.78%
$15.4K - $15.9K
10.6K $243K
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
627
+ 22.45%
$14.3K - $14.8K
3.42K $78.4K
Aug 14, 2023 Q2 2023
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
600
+ 1.37%
$13.7K - $14.2K
44.4K $1.02M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
559
+ 0.19%
$12.8K - $13.2K
287K $6.59M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
553
+ 2.71%
$12.6K - $13K
21K $481K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
527
+ 0.51%
$12.1K - $12.4K
104K $2.39M
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
513
+ 1.33%
$11.7K - $12.1K
39K $895K
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
510
+ 3.78%
$11.7K - $12K
14K $321K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
487
+ 1.3%
$11.1K - $11.5K
38K $870K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
480
+ 55.05%
$11K - $11.3K
1.35K $31K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
457
+ 0.39%
$10.5K - $10.8K
118K $2.71M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
431
+ 2.75%
$9.86K - $10.2K
16.1K $369K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
429
+ 3.99%
$9.81K - $10.1K
11.2K $256K
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
399
+ 2.06%
$9.13K - $9.41K
19.8K $453K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
398
New
$9.1K - $9.39K
398 $9.13K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
358
New
$8.19K - $8.45K
358 $8.21K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
338
New
$7.73K - $7.97K
338 $7.75K
Aug 10, 2023 Q2 2023
Hollencrest Capital Management

BUY
 -
331
New
$7.57K - $7.81K
331 $7.59K
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
325
+ 0.85%
$7.43K - $7.67K
38.4K $881K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
313
+ 18.41%
$7.16K - $7.38K
2.01K $46.2K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
283
New
$6.47K - $6.68K
283 $6.49K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
277
New
$6.33K - $6.53K
277 $6.35K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
277
+ 4.46%
$6.33K - $6.53K
6.49K $149K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
209
+ 2.88%
$4.78K - $4.93K
7.47K $171K
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
192
+ 0.61%
$4.39K - $4.53K
31.5K $721K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
182
New
$4.16K - $4.29K
182 $4.17K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
169
+ 0.09%
$3.87K - $3.99K
198K $4.55M
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
142
+ 25.77%
$3.25K - $3.35K
693 $15.9K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
137
+ 0.64%
$3.13K - $3.23K
21.6K $494K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
121
+ 0.28%
$2.77K - $2.85K
43K $986K
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
120
New
$2.74K - $2.83K
120 $2.75K
Sep 14, 2023 Q2 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
118
+ 0.27%
$2.7K - $2.78K
43.3K $993K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
111
+ 0.75%
$2.54K - $2.62K
14.9K $342K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
107
+ 0.34%
$2.45K - $2.52K
31.5K $723K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
87
+ 0.61%
$1.99K - $2.05K
14.3K $328K

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