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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
62New |
$1.36K - $1.43K
|
62
$1.39K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
60+ 50.0% |
$1.32K - $1.38K
|
180
$4.04K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
58+ 2.12% |
$1.28K - $1.33K
|
2.8K
$62.8K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
53+ 18.6% |
$1.17K - $1.22K
|
338
$7.59K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49+ 0.3% |
$1.08K - $1.13K
|
16.3K
$367K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40+ 15.75% |
$880 - $920
|
294
$6.61K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 29.52% |
$682 - $713
|
136
$3.06K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
30New |
$660 - $690
|
30
$674
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$572 - $598
|
26
$584
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
21+ 0.22% |
$462 - $483
|
9.45K
$212K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$440 - $460
|
20
$449
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 0.3% |
$330 - $345
|
4.98K
$112K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14New |
$308 - $322
|
14
$315
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 0.34% |
$286 - $299
|
3.83K
$86.1K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.61% |
$88 - $92
|
659
$14.8K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$66 - $69
|
3
$67.4
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2+ 0.02% |
$44 - $46
|
10.6K
$238K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.04% |
$22 - $23
|
2.73K
$61.2K
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$22 - $23
|
28.7K
$644K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14- 0.03% |
$308 - $322
|
55.3K
$1.24M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15- 0.03% |
$330 - $345
|
50.3K
$1.13M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24- 0.82% |
$528 - $552
|
2.91K
$65.3K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$550 - $575
|
12.9K
$289K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.2% |
$858 - $897
|
19.7K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-44- 0.1% |
$968 - $1.01K
|
43.2K
$972K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-58- 5.81% |
$1.28K - $1.33K
|
940
$21.1K
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-71- 0.23% |
$1.56K - $1.63K
|
30.7K
$690K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-90- 0.78% |
$1.98K - $2.07K
|
11.5K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-104- 0.32% |
$2.29K - $2.39K
|
32K
$719K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 4.24% |
$2.46K - $2.58K
|
2.53K
$56.8K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-113- 6.74% |
$2.48K - $2.6K
|
1.56K
$35.1K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 68.24% |
$2.55K - $2.67K
|
54
$1.21K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-172- 3.08% |
$3.78K - $3.96K
|
5.41K
$121K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-194- 3.39% |
$4.27K - $4.46K
|
5.53K
$124K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-201- 1.98% |
$4.42K - $4.63K
|
9.93K
$223K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-212- 27.89% |
$4.66K - $4.88K
|
548
$12.3K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-242- 0.36% |
$5.32K - $5.57K
|
67.4K
$1.51M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-252- 35.29% |
$5.54K - $5.8K
|
462
$10.4K
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-261- 1.86% |
$5.74K - $6.01K
|
13.7K
$309K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-273- 10.48% |
$6K - $6.28K
|
2.33K
$52.4K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-313- 15.55% |
$6.88K - $7.2K
|
1.7K
$38.2K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-339- 2.98% |
$7.45K - $7.8K
|
11K
$248K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-340- 1.71% |
$7.48K - $7.82K
|
19.5K
$438K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-341- 1.49% |
$7.5K - $7.85K
|
22.6K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-342- 1.37% |
$7.52K - $7.87K
|
24.7K
$554K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-357- 23.75% |
$7.85K - $8.21K
|
1.15K
$25.8K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-393- 1.58% |
$8.64K - $9.04K
|
24.5K
$551K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-429- 45.74% |
$9.43K - $9.87K
|
509
$11.4K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-530- 9.63% |
$11.7K - $12.2K
|
4.98K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-538- 3.77% |
$11.8K - $12.4K
|
13.7K
$309K
|