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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 11.02% |
$65.3K - $67.1K
|
29.7K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.87K+ 4.82% |
$63.4K - $65.2K
|
62.4K
$1.4M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.78K+ 6.63% |
$61.4K - $63.2K
|
44.6K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.68K+ 4.36% |
$59.2K - $60.9K
|
64K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.55K+ 21.5% |
$56.4K - $58K
|
14.4K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.49K+ 14.78% |
$55.1K - $56.6K
|
19.3K
$434K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.46K+ 3.31% |
$54.5K - $56K
|
76.9K
$1.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.46K+ 179.62% |
$54.4K - $55.9K
|
3.83K
$85.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.42K+ 794.1% |
$53.6K - $55.1K
|
2.73K
$61.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$50.6K - $52K
|
2.29K
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.27K+ 2.07% |
$50.2K - $51.6K
|
112K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 6.08% |
$50.1K - $51.5K
|
39.5K
$886K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.25K+ 0.74% |
$49.9K - $51.3K
|
307K
$6.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.13K+ 1.2% |
$47.1K - $48.5K
|
180K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.13K+ 4.42% |
$47.1K - $48.5K
|
50.4K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
2.13K+ 8.49% |
$47.1K - $48.4K
|
27.2K
$610K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.08K+ 515.1% |
$46K - $47.3K
|
2.49K
$55.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.08K+ 3.62% |
$45.9K - $47.2K
|
59.4K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 15.17% |
$45.3K - $46.6K
|
15.5K
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.03KNew |
$45K - $46.3K
|
2.03K
$45.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 3.39% |
$44.7K - $46K
|
61.7K
$1.38M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.01K+ 24.74% |
$44.4K - $45.7K
|
10.1K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2K+ 14.02% |
$44.3K - $45.6K
|
16.3K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 1.52% |
$44.2K - $45.5K
|
134K
$3M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.92K+ 4.97% |
$42.5K - $43.7K
|
40.6K
$910K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.87K+ 16.54% |
$41.3K - $42.5K
|
13.1K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.86K+ 8.39% |
$41.2K - $42.4K
|
24K
$539K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.85KNew |
$41K - $42.2K
|
1.85K
$41.6K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.82KNew |
$40.1K - $41.3K
|
1.82K
$40.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.71K+ 447.0% |
$37.9K - $38.9K
|
2.1K
$47K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.69K+ 7.76% |
$37.4K - $38.5K
|
23.5K
$526K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.69K+ 7.09% |
$37.4K - $38.4K
|
25.5K
$572K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.68K+ 2.76% |
$37.1K - $38.2K
|
62.6K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.61K+ 2.82% |
$35.6K - $36.6K
|
58.8K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.59K+ 1.3% |
$35.1K - $36.1K
|
124K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.45K+ 0.21% |
$32K - $32.9K
|
700K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.45K+ 5.0% |
$32K - $32.9K
|
30.4K
$681K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.43K+ 5.91% |
$31.7K - $32.6K
|
25.7K
$576K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.42KNew |
$31.5K - $32.4K
|
1.42K
$31.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.41KNew |
$31.1K - $32K
|
1.41K
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.38K+ 0.43% |
$30.4K - $31.3K
|
322K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 1.45% |
$29.6K - $30.5K
|
93.4K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.33K+ 4.47% |
$29.5K - $30.3K
|
31.1K
$698K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 9.24% |
$29.1K - $29.9K
|
15.6K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.29K+ 210.95% |
$28.6K - $29.4K
|
1.9K
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.28K+ 5.34% |
$28.3K - $29.1K
|
25.2K
$565K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.27KNew |
$28.2K - $29K
|
1.27K
$28.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.25K+ 0.78% |
$27.7K - $28.5K
|
161K
$3.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.19K+ 2.4% |
$26.4K - $27.1K
|
50.8K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.1K+ 4.12% |
$24.4K - $25K
|
27.8K
$624K
|