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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
59+ 0.61% |
$1.56K - $1.59K
|
9.7K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
57+ 0.22% |
$1.51K - $1.54K
|
26.5K
$590K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
47+ 0.17% |
$1.24K - $1.27K
|
27.6K
$614K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41New |
$1.09K - $1.11K
|
41
$913
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 0.15% |
$847 - $863
|
21.7K
$483K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 0.22% |
$450 - $458
|
7.62K
$170K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15New |
$397 - $405
|
15
$334
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
14+ 3.5% |
$371 - $378
|
414
$9.22K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
12+ 0.05% |
$318 - $324
|
23K
$513K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
9+ 0.1% |
$238 - $243
|
9.11K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5New |
$132 - $135
|
5
$111
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.23% |
$106 - $108
|
1.78K
$39.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.09% |
$79.4 - $80.9
|
3.45K
$76.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.25% |
$79.4 - $80.9
|
1.21K
$26.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.01% |
$53 - $53.9
|
200
$4.45K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.01% |
$26.5 - $27
|
10.8K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.01% |
$26.5 - $27
|
14.8K
$330K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1- 0.05% |
$26.5 - $27
|
2.04K
$45.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.66% |
$265 - $270
|
1.5K
$33.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-23Closed |
$609 - $620
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-64- 45.71% |
$1.69K - $1.73K
|
76
$1.69K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-66- 8.84% |
$1.75K - $1.78K
|
681
$15.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-86- 22.16% |
$2.28K - $2.32K
|
302
$6.73K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.82% |
$2.65K - $2.7K
|
12.1K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-124- 0.07% |
$3.28K - $3.34K
|
182K
$4.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-135- 0.62% |
$3.57K - $3.64K
|
21.7K
$484K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-146- 31.4% |
$3.87K - $3.94K
|
319
$7.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-147- 0.6% |
$3.89K - $3.96K
|
24.2K
$538K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-149- 4.37% |
$3.95K - $4.02K
|
3.26K
$72.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-155- 3.2% |
$4.1K - $4.18K
|
4.7K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-183- 1.83% |
$4.85K - $4.94K
|
9.84K
$219K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-188Closed |
$4.98K - $5.07K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-205- 2.01% |
$5.43K - $5.53K
|
9.99K
$223K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-226- 1.14% |
$5.98K - $6.1K
|
19.7K
$438K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
SELL
|
- |
-242- 1.99% |
$6.41K - $6.53K
|
11.9K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-247- 2.7% |
$6.54K - $6.66K
|
8.9K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-260- 13.84% |
$6.88K - $7.01K
|
1.62K
$36K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-260- 2.77% |
$6.88K - $7.01K
|
9.12K
$203K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-266- 1.26% |
$7.04K - $7.17K
|
20.8K
$463K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-295Closed |
$7.81K - $7.96K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-333- 4.17% |
$8.82K - $8.98K
|
7.66K
$171K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-335- 0.65% |
$8.87K - $9.03K
|
51.1K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-359Closed |
$9.51K - $9.68K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-376- 17.53% |
$9.96K - $10.1K
|
1.77K
$39.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-415Closed |
$11K - $11.2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-425- 24.0% |
$11.3K - $11.5K
|
1.35K
$30K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-430- 0.97% |
$11.4K - $11.6K
|
44.1K
$982K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-462- 13.96% |
$12.2K - $12.5K
|
2.85K
$63.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-497- 4.14% |
$13.2K - $13.4K
|
11.5K
$256K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-498- 1.54% |
$13.2K - $13.4K
|
31.8K
$709K
|