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 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-332- 3.44% |
$7.59K - $7.83K
|
9.31K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-375- 82.06% |
$8.58K - $8.85K
|
82
$1.84K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-381- 3.59% |
$8.71K - $8.99K
|
10.2K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-435- 37.86% |
$9.95K - $10.3K
|
714
$16K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-451- 3.06% |
$10.3K - $10.6K
|
14.3K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-474- 3.02% |
$10.8K - $11.2K
|
15.2K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-483- 0.89% |
$11K - $11.4K
|
53.8K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-487- 0.07% |
$11.1K - $11.5K
|
665K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-493- 63.37% |
$11.3K - $11.6K
|
285
$6.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-503- 0.7% |
$11.5K - $11.9K
|
71.2K
$1.6M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-534- 5.93% |
$12.2K - $12.6K
|
8.48K
$190K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-541- 0.6% |
$12.4K - $12.8K
|
89.4K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-553- 84.04% |
$12.6K - $13K
|
105
$2.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-556- 25.06% |
$12.7K - $13.1K
|
1.66K
$37.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-593- 3.05% |
$13.6K - $14K
|
18.8K
$423K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-631- 0.14% |
$14.4K - $14.9K
|
458K
$10.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-708- 41.5% |
$16.2K - $16.7K
|
998
$22.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-714- 4.88% |
$16.3K - $16.8K
|
13.9K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-735- 0.33% |
$16.8K - $17.3K
|
223K
$5.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-760- 7.02% |
$17.4K - $17.9K
|
10.1K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-775- 8.18% |
$17.7K - $18.3K
|
8.7K
$196K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-882- 4.94% |
$20.2K - $20.8K
|
17K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-890- 4.27% |
$20.4K - $21K
|
20K
$449K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-905- 9.05% |
$20.7K - $21.3K
|
9.1K
$204K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.06K- 3.03% |
$24.2K - $24.9K
|
33.8K
$759K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.06K- 2.07% |
$24.3K - $25.1K
|
50.3K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09K- 1.93% |
$25K - $25.7K
|
55.4K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.11K- 3.88% |
$25.3K - $26.1K
|
27.4K
$615K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.16K- 40.97% |
$26.6K - $27.5K
|
1.68K
$37.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.21K- 2.13% |
$27.7K - $28.5K
|
55.6K
$1.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.22K- 3.8% |
$27.9K - $28.7K
|
30.8K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 5.96% |
$28.9K - $29.8K
|
19.9K
$448K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.31K- 6.9% |
$29.8K - $30.8K
|
17.6K
$396K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.32K- 97.78% |
$30.3K - $31.2K
|
30
$674
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 3.11% |
$34.2K - $35.3K
|
46.5K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.54K- 62.21% |
$35.3K - $36.4K
|
938
$21.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.57K- 0.72% |
$35.8K - $37K
|
215K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 5.12% |
$37.1K - $38.2K
|
30K
$674K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.67K- 2.65% |
$38.2K - $39.4K
|
61.4K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.68K- 0.31% |
$38.4K - $39.6K
|
546K
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.8K- 2.1% |
$41.2K - $42.5K
|
83.9K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.88K- 2.23% |
$43K - $44.4K
|
82.5K
$1.85M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.88K- 2.23% |
$43K - $44.4K
|
82.5K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.99K- 1.5% |
$45.5K - $46.9K
|
131K
$2.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.02K- 2.66% |
$46.2K - $47.6K
|
73.8K
$1.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.03K- 12.35% |
$46.3K - $47.8K
|
14.4K
$323K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.11K- 6.49% |
$48.3K - $49.8K
|
30.4K
$684K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.32K- 4.55% |
$53K - $54.7K
|
48.6K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.4K- 0.35% |
$54.8K - $56.5K
|
689K
$15.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.45K- 78.39% |
$56K - $57.8K
|
675
$15.2K
|