Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.15K+ 15.89% |
$216K - $220K
|
59.4K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
7.8KNew |
$207K - $210K
|
7.8K
$174K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.78KNew |
$206K - $210K
|
7.78K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
7.72KNew |
$204K - $208K
|
7.72K
$172K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
7.46K+ 21.06% |
$198K - $201K
|
42.9K
$955K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.38K+ 3.43% |
$195K - $199K
|
222K
$4.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.31K+ 7.67% |
$194K - $197K
|
103K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.56K+ 4.02% |
$174K - $177K
|
170K
$3.78M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.3K+ 23.88% |
$167K - $170K
|
32.7K
$728K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.06K+ 44.32% |
$160K - $163K
|
19.7K
$439K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.04K+ 66.25% |
$160K - $163K
|
15.2K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.84K+ 6.53% |
$155K - $157K
|
95.3K
$2.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.72K+ 7.79% |
$152K - $154K
|
79.2K
$1.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.55K+ 11.23% |
$147K - $150K
|
55K
$1.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.47K+ 8.89% |
$145K - $148K
|
67K
$1.49M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.25K+ 157.57% |
$139K - $142K
|
8.58K
$191K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
5.05K+ 1.14% |
$134K - $136K
|
447K
$9.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.01K+ 856.58% |
$133K - $135K
|
5.6K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.9K+ 38.16% |
$130K - $132K
|
17.7K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
4.79K+ 2.33% |
$127K - $129K
|
211K
$4.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.69K+ 15.48% |
$124K - $126K
|
35K
$779K
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
BUY
|
- |
4.55K+ 1.6% |
$120K - $123K
|
288K
$6.42M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.45K+ 12.09% |
$118K - $120K
|
41.2K
$918K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
4.43K+ 34.78% |
$117K - $119K
|
17.2K
$382K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
4.41KNew |
$117K - $119K
|
4.41K
$98.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.92K+ 85.07% |
$104K - $106K
|
8.53K
$190K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 2.48% |
$102K - $104K
|
159K
$3.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.82KNew |
$101K - $103K
|
3.82K
$85K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.63K+ 8.5% |
$96.2K - $98K
|
46.4K
$1.03M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.54KNew |
$93.7K - $95.4K
|
3.54K
$78.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
3.53K+ 6.43% |
$93.6K - $95.3K
|
58.5K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.49K+ 11.54% |
$92.3K - $94K
|
33.7K
$750K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
3.44K+ 1.52% |
$91.2K - $92.9K
|
231K
$5.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
3.35K+ 24.36% |
$88.7K - $90.3K
|
17.1K
$381K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.33K+ 1.61% |
$88.3K - $89.9K
|
210K
$4.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.99K+ 27.94% |
$79.1K - $80.6K
|
13.7K
$305K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
2.88K+ 1.08% |
$76.3K - $77.7K
|
269K
$5.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 412.23% |
$75.9K - $77.3K
|
3.56K
$79.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.75K+ 66.52% |
$72.7K - $74.1K
|
6.87K
$153K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.69K+ 5.7% |
$71.2K - $72.5K
|
49.8K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
2.66K+ 2.47% |
$70.5K - $71.8K
|
110K
$2.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 1.45% |
$61.7K - $62.8K
|
163K
$3.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2.27K+ 9.37% |
$60K - $61.1K
|
26.4K
$589K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.11K+ 21.57% |
$55.8K - $56.8K
|
11.9K
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.09K+ 6.87% |
$55.3K - $56.4K
|
32.5K
$724K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.07K+ 8.45% |
$54.9K - $55.9K
|
26.6K
$592K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.98K+ 21.79% |
$52.5K - $53.4K
|
11.1K
$247K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.92K+ 8.15% |
$50.8K - $51.7K
|
25.5K
$567K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.86K+ 4.64% |
$49.4K - $50.3K
|
42K
$936K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
1.79K+ 3.54% |
$47.5K - $48.3K
|
52.4K
$1.17M
|