Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
34K+ 5.1% |
$769K - $829K
|
701K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
34K+ 95.27% |
$768K - $828K
|
69.7K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.7K+ 269.28% |
$715K - $772K
|
43.5K
$976K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
31.5K+ 161.75% |
$712K - $769K
|
51.1K
$1.15M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30K+ 10.94% |
$677K - $731K
|
304K
$6.83M
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
29.2K+ 25.58% |
$659K - $711K
|
143K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
28.8KNew |
$651K - $702K
|
28.8K
$647K
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
28.7K+ 7.87% |
$648K - $699K
|
393K
$8.83M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
28.4K+ 13.08% |
$642K - $692K
|
246K
$5.52M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.9K+ 119.46% |
$608K - $656K
|
49.5K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
25.6K+ 16.8% |
$578K - $624K
|
178K
$4M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24.8KNew |
$559K - $603K
|
24.8K
$556K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.5K+ 9.6% |
$552K - $596K
|
279K
$6.27M
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
24.2K+ 4.65% |
$547K - $591K
|
546K
$12.3M
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
23.6K+ 31.1% |
$534K - $576K
|
99.7K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 30.66% |
$524K - $566K
|
98.9K
$2.22M
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
22.6K+ 64.93% |
$511K - $551K
|
57.5K
$1.29M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
22.5KNew |
$509K - $549K
|
22.5K
$506K
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22.4K+ 39.07% |
$505K - $545K
|
79.6K
$1.79M
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
21.8K+ 10.89% |
$493K - $532K
|
222K
$4.99M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21.8K+ 37.17% |
$491K - $530K
|
80.3K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.5K+ 36.51% |
$463K - $499K
|
76.6K
$1.72M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.5K+ 33.44% |
$463K - $499K
|
81.8K
$1.84M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
20.3K+ 32.64% |
$459K - $495K
|
82.6K
$1.86M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 14.38% |
$453K - $489K
|
160K
$3.59M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
19.8KNew |
$447K - $483K
|
19.8K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4K+ 106.4% |
$437K - $472K
|
37.6K
$843K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.3K+ 8.46% |
$414K - $446K
|
235K
$5.27M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
18.3K+ 9.17% |
$413K - $445K
|
218K
$4.89M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
17.9K+ 58.41% |
$405K - $437K
|
48.7K
$1.09M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$397K - $429K
|
17.6K
$395K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
17.6K+ 21.83% |
$397K - $428K
|
98K
$2.2M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.1K+ 81.04% |
$387K - $417K
|
38.2K
$859K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.1K+ 15.06% |
$385K - $415K
|
130K
$2.93M
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
16.4K+ 214.55% |
$371K - $400K
|
24.1K
$541K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.2K+ 85.49% |
$367K - $395K
|
35.2K
$791K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.2K+ 85.49% |
$367K - $395K
|
35.2K
$791K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 29.69% |
$352K - $380K
|
68.1K
$1.53M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.5K+ 29.26% |
$349K - $376K
|
68.3K
$1.53M
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$347K - $374K
|
15.4K
$345K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
15KNew |
$339K - $365K
|
15K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.9KNew |
$337K - $364K
|
14.9K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14.7KNew |
$331K - $357K
|
14.7K
$329K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 29.28% |
$326K - $352K
|
63.8K
$1.43M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
14.4KNew |
$326K - $352K
|
14.4K
$324K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.4K+ 16.11% |
$326K - $351K
|
104K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14.4K+ 5.39% |
$326K - $351K
|
282K
$6.33M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.3K+ 57.56% |
$323K - $349K
|
39.2K
$881K
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14.3KNew |
$323K - $348K
|
14.3K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
14KNew |
$316K - $341K
|
14K
$314K
|