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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
196+ 1.51% |
$4.43K - $4.77K
|
13.2K
$302K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196+ 25.52% |
$4.43K - $4.77K
|
964
$22.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
188+ 0.4% |
$4.25K - $4.58K
|
46.6K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
183New |
$4.13K - $4.46K
|
183
$4.19K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
151New |
$3.41K - $3.68K
|
151
$3.46K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 4.56% |
$3.39K - $3.65K
|
3.44K
$78.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
134+ 0.3% |
$3.03K - $3.26K
|
44.5K
$1.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
129+ 0.49% |
$2.91K - $3.14K
|
26.5K
$608K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
125+ 4.37% |
$2.82K - $3.05K
|
2.99K
$68.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
117New |
$2.64K - $2.85K
|
117
$2.68K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
102+ 1.06% |
$2.3K - $2.48K
|
9.7K
$222K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85New |
$1.92K - $2.07K
|
85
$1.95K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85+ 6.44% |
$1.92K - $2.07K
|
1.4K
$32.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
56+ 0.44% |
$1.26K - $1.36K
|
12.8K
$292K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
48New |
$1.08K - $1.17K
|
48
$1.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45+ 2.37% |
$1.02K - $1.1K
|
1.95K
$44.6K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43New |
$971 - $1.05K
|
43
$986
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
41+ 1.92% |
$926 - $999
|
2.18K
$49.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
17+ 0.03% |
$384 - $414
|
48.6K
$1.11M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
15+ 0.44% |
$339 - $365
|
3.43K
$78.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
13+ 3.07% |
$294 - $317
|
437
$10K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$294 - $317
|
13
$298
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.18% |
$203 - $219
|
4.93K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6+ 0.01% |
$135 - $146
|
42.8K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.45% |
$113 - $122
|
1.11K
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.41% |
$113 - $122
|
1.22K
$28K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$67.7 - $73.1
|
643
$14.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$45.2 - $48.7
|
3.17K
$72.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.94% |
$45.2 - $48.7
|
215
$4.93K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.52% |
$45.2 - $48.7
|
389
$8.92K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$22.6 - $24.4
|
3.04K
$69.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-22- 66.67% |
$497 - $536
|
11
$252
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-27- 67.5% |
$610 - $658
|
13
$298
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-28- 0.12% |
$632 - $682
|
23.6K
$542K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-46- 0.79% |
$1.04K - $1.12K
|
5.81K
$133K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-57- 0.64% |
$1.29K - $1.39K
|
8.82K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 2.1% |
$2.03K - $2.19K
|
4.2K
$96.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-122Closed |
$2.75K - $2.97K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-138- 6.71% |
$3.12K - $3.36K
|
1.92K
$44K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-152- 1.87% |
$3.43K - $3.7K
|
7.99K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-178- 1.89% |
$4.02K - $4.34K
|
9.23K
$212K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 9.75% |
$4.52K - $4.87K
|
1.85K
$42.4K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 9.75% |
$4.52K - $4.87K
|
1.85K
$42.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-216- 0.2% |
$4.88K - $5.26K
|
105K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-216- 3.84% |
$4.88K - $5.26K
|
5.41K
$124K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-220- 0.54% |
$4.97K - $5.36K
|
40.7K
$934K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-240- 57.14% |
$5.42K - $5.85K
|
180
$4.13K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-274- 9.38% |
$6.19K - $6.67K
|
2.65K
$60.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-291- 92.38% |
$6.57K - $7.09K
|
24
$550
|