Purchases and Sales Made in Q3 2024 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 2024. 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 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6.05K- 23.93% |
$135K - $143K
|
19.2K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6.19K- 9.92% |
$139K - $146K
|
56.2K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.28K- 8.15% |
$141K - $149K
|
70.8K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.38K- 3.48% |
$143K - $151K
|
177K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.11K- 11.68% |
$159K - $168K
|
53.8K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-7.16K- 1.21% |
$160K - $169K
|
583K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.19K- 23.2% |
$161K - $170K
|
23.8K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-7.63K- 12.75% |
$171K - $180K
|
52.2K
$1.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.65K- 32.93% |
$171K - $181K
|
15.6K
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.88K- 4.8% |
$176K - $186K
|
156K
$3.58M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-7.9K- 39.25% |
$177K - $187K
|
12.2K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.95K- 19.73% |
$178K - $188K
|
32.3K
$741K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.14K- 30.06% |
$182K - $193K
|
18.9K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.62K- 3.03% |
$193K - $204K
|
276K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.67K- 21.92% |
$194K - $205K
|
30.9K
$707K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-8.96KClosed |
$201K - $212K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-9.27K- 11.95% |
$208K - $219K
|
68.4K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.32K- 4.13% |
$209K - $221K
|
217K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-9.39K- 36.81% |
$210K - $222K
|
16.1K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.77K- 6.56% |
$219K - $231K
|
139K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.96K- 19.0% |
$223K - $236K
|
42.4K
$973K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 1.26% |
$233K - $246K
|
813K
$18.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.6K- 2.59% |
$259K - $274K
|
436K
$9.99M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-12.4K- 6.19% |
$278K - $294K
|
188K
$4.31M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12.9K- 27.92% |
$290K - $306K
|
33.4K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.1K- 43.02% |
$315K - $333K
|
18.6K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.7K- 54.54% |
$330K - $348K
|
12.3K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-15.7K- 35.2% |
$352K - $372K
|
28.9K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15.7K- 19.28% |
$352K - $372K
|
65.8K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.6K- 20.27% |
$371K - $392K
|
65.2K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-16.6K- 14.35% |
$372K - $393K
|
99.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.7K- 3.74% |
$373K - $395K
|
429K
$9.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.9K- 17.98% |
$379K - $400K
|
77.2K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.3K- 19.2% |
$410K - $433K
|
77.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.9K- 70.56% |
$423K - $447K
|
7.88K
$181K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19K- 46.64% |
$425K - $450K
|
21.7K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-19.8K- 2.84% |
$444K - $469K
|
677K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-20K- 3.79% |
$448K - $474K
|
509K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.9K- 3.07% |
$467K - $494K
|
660K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-21.5K- 2.4% |
$481K - $508K
|
872K
$20M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-22.1K- 93.7% |
$495K - $523K
|
1.49K
$34.1K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-22.4K- 69.8% |
$501K - $530K
|
9.69K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-24.1K- 54.88% |
$539K - $570K
|
19.8K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-27K- 3.71% |
$604K - $639K
|
700K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-29.8K- 12.11% |
$668K - $706K
|
217K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-33.4K- 17.37% |
$746K - $789K
|
159K
$3.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.6K- 1.64% |
$751K - $794K
|
2.01M
$46.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-33.6K- 59.17% |
$752K - $795K
|
23.2K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-35.6K- 24.7% |
$797K - $842K
|
109K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-40.7KClosed |
$910K - $962K
|
0
$0
|