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 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$22.6K - $23.3K
|
1.02K
$22.9K
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
986+ 6.87% |
$21.8K - $22.4K
|
15.3K
$344K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
966New |
$21.4K - $22K
|
966
$21.7K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
910+ 7.5% |
$20.1K - $20.7K
|
13K
$293K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
900+ 625.0% |
$19.9K - $20.5K
|
1.04K
$23.4K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
746+ 79.87% |
$16.5K - $17K
|
1.68K
$37.7K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
710+ 4.68% |
$15.7K - $16.2K
|
15.9K
$356K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
709+ 2.02% |
$15.7K - $16.1K
|
35.8K
$802K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
683+ 1.96% |
$15.1K - $15.5K
|
35.6K
$798K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
663+ 2.07% |
$14.7K - $15.1K
|
32.7K
$734K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
653+ 6.75% |
$14.4K - $14.9K
|
10.3K
$231K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
634New |
$14K - $14.4K
|
634
$14.2K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
613+ 10.86% |
$13.6K - $13.9K
|
6.26K
$140K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
581+ 1.37% |
$12.9K - $13.2K
|
43.1K
$966K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
557New |
$12.3K - $12.7K
|
557
$12.5K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
545New |
$12.1K - $12.4K
|
545
$12.2K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
534+ 4.82% |
$11.8K - $12.1K
|
11.6K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
457+ 2.09% |
$10.1K - $10.4K
|
22.3K
$500K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
452+ 1.0% |
$10K - $10.3K
|
45.7K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
446+ 4.24% |
$9.87K - $10.1K
|
11K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
442+ 0.83% |
$9.78K - $10.1K
|
53.8K
$1.21M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
441+ 0.31% |
$9.75K - $10K
|
143K
$3.2M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
427+ 4.58% |
$9.45K - $9.71K
|
9.75K
$218K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
409+ 2.85% |
$9.05K - $9.3K
|
14.8K
$331K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
404+ 3.62% |
$8.94K - $9.19K
|
11.6K
$259K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
395+ 4.22% |
$8.74K - $8.99K
|
9.76K
$219K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
388+ 1.55% |
$8.58K - $8.83K
|
25.4K
$570K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
384+ 3.43% |
$8.49K - $8.74K
|
11.6K
$259K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
371+ 1.46% |
$8.21K - $8.44K
|
25.9K
$580K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
371+ 84.13% |
$8.21K - $8.44K
|
812
$18.2K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
342New |
$7.57K - $7.78K
|
342
$7.67K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
316+ 6.15% |
$6.99K - $7.19K
|
5.46K
$122K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
283+ 0.39% |
$6.26K - $6.44K
|
73.6K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
279+ 0.66% |
$6.17K - $6.35K
|
42.7K
$956K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
274+ 0.59% |
$6.06K - $6.23K
|
46.9K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
267New |
$5.91K - $6.07K
|
267
$5.99K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
264+ 0.69% |
$5.84K - $6.01K
|
38.7K
$868K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
253+ 0.13% |
$5.6K - $5.76K
|
200K
$4.48M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
246+ 96.09% |
$5.44K - $5.6K
|
502
$11.3K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
229New |
$5.07K - $5.21K
|
229
$5.13K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
228+ 29.42% |
$5.04K - $5.19K
|
1K
$22.5K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
216New |
$4.78K - $4.91K
|
216
$4.84K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
214+ 2.71% |
$4.73K - $4.87K
|
8.1K
$182K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200+ 7.65% |
$4.42K - $4.55K
|
2.81K
$63.1K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
194New |
$4.29K - $4.41K
|
194
$4.35K
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
182+ 0.31% |
$4.03K - $4.14K
|
59.8K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
132+ 1.2% |
$2.92K - $3K
|
11.1K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
127+ 1.18% |
$2.81K - $2.89K
|
10.9K
$245K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121+ 4.44% |
$2.68K - $2.75K
|
2.85K
$63.8K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
110New |
$2.43K - $2.5K
|
110
$2.47K
|