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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.8K+ 13.15% |
$311K - $336K
|
119K
$2.66M
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$307K - $332K
|
13.6K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.4K+ 40.75% |
$304K - $328K
|
46.5K
$1.04M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 131.43% |
$302K - $326K
|
23.5K
$529K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.8K+ 29.18% |
$290K - $313K
|
56.9K
$1.28M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.5KNew |
$283K - $305K
|
12.5K
$281K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12.5K+ 8.45% |
$282K - $305K
|
161K
$3.61M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.4K+ 29.79% |
$281K - $303K
|
54.2K
$1.22M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
12.4K+ 81.33% |
$280K - $302K
|
27.7K
$621K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.4KNew |
$280K - $302K
|
12.4K
$279K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
12.3K+ 54.79% |
$278K - $300K
|
34.7K
$781K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12.3K+ 24.13% |
$277K - $299K
|
63.1K
$1.42M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1K+ 19.28% |
$272K - $294K
|
74.6K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12KNew |
$272K - $293K
|
12K
$270K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.9K+ 21.48% |
$268K - $289K
|
67.2K
$1.51M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.6K+ 11.36% |
$261K - $282K
|
113K
$2.55M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.5KNew |
$261K - $281K
|
11.5K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2K+ 11.36% |
$254K - $274K
|
110K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.1K+ 72.83% |
$250K - $270K
|
26.3K
$591K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$245K - $264K
|
10.8K
$243K
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
10.8K+ 16.15% |
$244K - $263K
|
77.7K
$1.75M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$234K - $252K
|
10.3K
$233K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
10KNew |
$226K - $244K
|
10K
$225K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.96KNew |
$225K - $243K
|
9.96K
$224K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.86K+ 13.2% |
$223K - $240K
|
84.5K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.81KNew |
$222K - $239K
|
9.81K
$221K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
9.8KNew |
$221K - $239K
|
9.8K
$220K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.61K+ 1.01% |
$217K - $234K
|
965K
$21.7M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.45KNew |
$213K - $230K
|
9.45K
$212K
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.41KNew |
$212K - $229K
|
9.41K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.38K+ 34.55% |
$212K - $228K
|
36.5K
$821K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.37K+ 11.6% |
$211K - $228K
|
90.1K
$2.03M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.37K+ 11.6% |
$211K - $228K
|
90.1K
$2.03M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.33K+ 36.55% |
$211K - $227K
|
34.9K
$784K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.16K+ 42.73% |
$207K - $223K
|
30.6K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 22.16% |
$193K - $208K
|
47.1K
$1.06M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.46K+ 7.52% |
$191K - $206K
|
121K
$2.72M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.46K+ 1.95% |
$191K - $206K
|
442K
$9.92M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.35K+ 32.89% |
$189K - $203K
|
33.7K
$758K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
8.23K+ 34.88% |
$186K - $200K
|
31.8K
$715K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.04K+ 23.73% |
$182K - $196K
|
41.9K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.04KNew |
$181K - $196K
|
8.04K
$181K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8K+ 1860.93% |
$181K - $195K
|
8.43K
$189K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8K+ 84.55% |
$181K - $195K
|
17.5K
$392K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.94K+ 26.12% |
$179K - $193K
|
38.3K
$861K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.72K+ 11.99% |
$174K - $188K
|
72.1K
$1.62M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.58K+ 49.92% |
$171K - $185K
|
22.8K
$512K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.5K+ 57.51% |
$169K - $183K
|
20.5K
$462K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.5K+ 31.63% |
$169K - $183K
|
31.2K
$701K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
7.49K+ 179.42% |
$169K - $182K
|
11.7K
$262K
|