Purchases and Sales Made in Q3 2023 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 2023. 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 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.69M+ 25862.48% |
$103M - $108M
|
4.71M
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.46M+ 24618.14% |
$98M - $103M
|
4.47M
$101M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.44M+ 21.95% |
$97.7M - $102M
|
24.7M
$555M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.43M+ 33.06% |
$97.4M - $102M
|
17.8M
$400M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.44MNew |
$53.6M - $56.1M
|
2.44M
$54.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.12M+ 74.93% |
$46.5M - $48.7M
|
4.94M
$111M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.1M+ 14.81% |
$46.1M - $48.2M
|
16.3M
$365M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2MNew |
$44.1M - $46.1M
|
2M
$45M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.9MNew |
$41.7M - $43.6M
|
1.9M
$42.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.59MNew |
$35M - $36.6M
|
1.59M
$35.8M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.51MNew |
$33.1M - $34.6M
|
1.51M
$33.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.2M+ 16.02% |
$26.5M - $27.7M
|
8.71M
$196M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.04MNew |
$22.9M - $24M
|
1.04M
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
872K+ 645.45% |
$19.2M - $20.1M
|
1.01M
$22.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
824K+ 27.07% |
$18.1M - $19M
|
3.87M
$86.9M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
778KNew |
$17.1M - $17.9M
|
778K
$17.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
746K+ 17.34% |
$16.4M - $17.2M
|
5.05M
$113M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
704K+ 13.66% |
$15.5M - $16.2M
|
5.86M
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
692K+ 45.23% |
$15.2M - $15.9M
|
2.22M
$49.9M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
660K+ 16.35% |
$14.5M - $15.2M
|
4.7M
$106M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
625K+ 1036.56% |
$13.7M - $14.4M
|
685K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
590K+ 107.85% |
$13M - $13.6M
|
1.14M
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
526K+ 49.63% |
$11.6M - $12.1M
|
1.59M
$35.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
BUY
|
- |
503K+ 13.29% |
$11.1M - $11.6M
|
4.29M
$96.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
441K+ 523.7% |
$9.69M - $10.1M
|
525K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
402KNew |
$8.85M - $9.26M
|
402K
$9.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
391K+ 61.53% |
$8.59M - $8.99M
|
1.03M
$23M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
371K+ 148.53% |
$8.15M - $8.53M
|
620K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
358KNew |
$7.87M - $8.23M
|
358K
$8.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
356KNew |
$7.82M - $8.18M
|
356K
$7.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
BUY
|
- |
354K+ 85.84% |
$7.78M - $8.14M
|
766K
$17.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
308KNew |
$6.76M - $7.08M
|
308K
$6.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
284K+ 6.08% |
$6.25M - $6.54M
|
4.96M
$111M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
282KNew |
$6.21M - $6.5M
|
282K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
281K+ 40.94% |
$6.18M - $6.46M
|
967K
$21.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
276KNew |
$6.07M - $6.35M
|
276K
$6.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
272K+ 8.41% |
$5.99M - $6.27M
|
3.51M
$78.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
266KNew |
$5.86M - $6.13M
|
266K
$5.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
261KNew |
$5.73M - $6M
|
261K
$5.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
253KNew |
$5.56M - $5.82M
|
253K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
247K+ 164.49% |
$5.44M - $5.69M
|
398K
$8.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
245K+ 19.19% |
$5.38M - $5.63M
|
1.52M
$34.2M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
242KNew |
$5.32M - $5.57M
|
242K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
203K+ 8.64% |
$4.47M - $4.68M
|
2.56M
$57.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
203K+ 223.82% |
$4.47M - $4.68M
|
294K
$6.61M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
201K+ 169.95% |
$4.41M - $4.61M
|
319K
$7.16M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
199K+ 318.86% |
$4.38M - $4.58M
|
262K
$5.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
190K+ 8.66% |
$4.17M - $4.37M
|
2.38M
$53.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
186KNew |
$4.08M - $4.27M
|
186K
$4.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
180K+ 26.76% |
$3.95M - $4.13M
|
851K
$19.1M
|