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 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
100+ 0.83% |
$2.21K - $2.28K
|
12.1K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
79New |
$1.75K - $1.8K
|
79
$1.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79+ 2.41% |
$1.75K - $1.8K
|
3.36K
$75.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
73+ 0.5% |
$1.61K - $1.66K
|
14.6K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
71+ 0.18% |
$1.57K - $1.62K
|
39.1K
$876K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
68+ 0.76% |
$1.5K - $1.55K
|
9.04K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
66New |
$1.46K - $1.5K
|
66
$1.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
61New |
$1.35K - $1.39K
|
61
$1.37K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
58+ 0.33% |
$1.28K - $1.32K
|
17.6K
$394K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57+ 0.85% |
$1.26K - $1.3K
|
6.79K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
55+ 18.15% |
$1.22K - $1.25K
|
358
$8.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$1.11K - $1.14K
|
50
$1.12K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
50+ 0.75% |
$1.11K - $1.14K
|
6.7K
$150K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
47+ 0.14% |
$1.04K - $1.07K
|
32.7K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
38+ 0.27% |
$841 - $865
|
14K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 0.05% |
$818 - $842
|
73.5K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
21+ 0.24% |
$465 - $478
|
8.9K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 0.17% |
$442 - $455
|
12.1K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.26% |
$288 - $296
|
5.05K
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 0.86% |
$155 - $159
|
824
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.79% |
$155 - $159
|
895
$20.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.6% |
$88.5 - $91
|
674
$15.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.22% |
$22.1 - $22.8
|
46
$1.03K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$22.1 - $22.8
|
5.38K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7- 0.01% |
$155 - $159
|
59K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7- 0.05% |
$155 - $159
|
15.1K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 0.19% |
$199 - $205
|
4.84K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 0.25% |
$243 - $250
|
4.31K
$96.5K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-25- 0.1% |
$553 - $569
|
25.3K
$568K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-30- 0.18% |
$664 - $683
|
16.4K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37- 5.9% |
$818 - $842
|
590
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-39- 1.27% |
$863 - $887
|
3.03K
$67.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-61- 0.74% |
$1.35K - $1.39K
|
8.15K
$183K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-62- 0.26% |
$1.37K - $1.41K
|
23.5K
$527K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-63- 2.92% |
$1.39K - $1.43K
|
2.1K
$47K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-65- 1.38% |
$1.44K - $1.48K
|
4.65K
$104K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-74- 1.26% |
$1.64K - $1.68K
|
5.79K
$130K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-90- 0.97% |
$1.99K - $2.05K
|
9.18K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-93- 7.46% |
$2.06K - $2.12K
|
1.15K
$25.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-107- 34.85% |
$2.37K - $2.43K
|
200
$4.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-114- 0.05% |
$2.52K - $2.59K
|
220K
$4.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-125Closed |
$2.77K - $2.84K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-128- 16.1% |
$2.83K - $2.91K
|
667
$15K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-137- 0.35% |
$3.03K - $3.12K
|
39.1K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-144- 0.79% |
$3.19K - $3.28K
|
18.2K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-178- 0.69% |
$3.94K - $4.05K
|
25.7K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-208- 1.22% |
$4.6K - $4.73K
|
16.8K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-211- 68.51% |
$4.67K - $4.8K
|
97
$2.17K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-211- 2.13% |
$4.67K - $4.8K
|
9.69K
$217K
|