Purchases and Sales Made in Q2 2024 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 2024. 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 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
44.1K+ 10.06% |
$975K - $1M
|
482K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.6K+ 8.98% |
$965K - $992K
|
529K
$11.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
43.3K+ 15.05% |
$958K - $985K
|
331K
$7.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
40.9KNew |
$904K - $929K
|
40.9K
$916K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
40.3K+ 161.36% |
$891K - $916K
|
65.2K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37.8K+ 3.24% |
$836K - $860K
|
1.2M
$27M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36.6KNew |
$808K - $832K
|
36.6K
$819K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
36.3K+ 43.45% |
$804K - $826K
|
120K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
35.7K+ 124.91% |
$789K - $812K
|
64.2K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35.4K+ 3.25% |
$783K - $805K
|
1.12M
$25.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
34.7K+ 51.02% |
$767K - $789K
|
103K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
32.7K+ 32.93% |
$724K - $744K
|
132K
$2.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
31.8K+ 7.66% |
$704K - $725K
|
448K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
30.5KNew |
$674K - $693K
|
30.5K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30.3K+ 5.8% |
$669K - $688K
|
552K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
29.5K+ 113.52% |
$652K - $670K
|
55.4K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
28.3K+ 227.77% |
$625K - $643K
|
40.7K
$911K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
28.2K+ 10.29% |
$624K - $642K
|
302K
$6.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
27.8KNew |
$615K - $633K
|
27.8K
$624K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
27.3K+ 69.13% |
$603K - $621K
|
66.7K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
27.1KNew |
$599K - $616K
|
27.1K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27KNew |
$597K - $614K
|
27K
$605K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
26.9K+ 5.36% |
$595K - $612K
|
529K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
25.6K+ 8.3% |
$566K - $582K
|
334K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
25.5K+ 3.65% |
$563K - $580K
|
723K
$16.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 3.37% |
$560K - $576K
|
777K
$17.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
25.3KNew |
$559K - $575K
|
25.3K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.2K+ 18.14% |
$513K - $527K
|
151K
$3.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 7.61% |
$506K - $520K
|
323K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.6K+ 0.29% |
$501K - $515K
|
7.78M
$174M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.5K+ 823.03% |
$497K - $511K
|
25.2K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
21.9KNew |
$483K - $497K
|
21.9K
$490K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 1467.39% |
$481K - $494K
|
23.2K
$520K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.7K+ 5.76% |
$480K - $494K
|
398K
$8.93M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
21.2K+ 7.2% |
$468K - $482K
|
316K
$7.07M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
21.1K+ 33.06% |
$466K - $479K
|
84.7K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21K+ 8.98% |
$464K - $477K
|
254K
$5.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
20.3KNew |
$449K - $462K
|
20.3K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
20K+ 48.16% |
$443K - $456K
|
61.6K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.8K+ 34.23% |
$439K - $451K
|
77.7K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 6.75% |
$438K - $450K
|
313K
$7.01M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
19.7K+ 6.63% |
$436K - $449K
|
317K
$7.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.7K+ 9.8% |
$435K - $447K
|
220K
$4.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19.6K+ 2.01% |
$433K - $445K
|
992K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
19K+ 11.57% |
$421K - $433K
|
184K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19K+ 51.1% |
$421K - $433K
|
56.3K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.7KNew |
$413K - $425K
|
18.7K
$419K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.5K+ 8.11% |
$409K - $420K
|
246K
$5.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.3KNew |
$404K - $415K
|
18.3K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18KNew |
$398K - $409K
|
18K
$403K
|