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 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
157K+ 69.57% |
$3.52M - $3.72M
|
383K
$8.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
157K+ 5.61% |
$3.5M - $3.7M
|
2.94M
$66.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
153K+ 6.33% |
$3.43M - $3.63M
|
2.58M
$57.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150K+ 4.5% |
$3.35M - $3.54M
|
3.47M
$78.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
149K+ 10.33% |
$3.33M - $3.52M
|
1.59M
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
144KNew |
$3.23M - $3.41M
|
144K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
142K+ 127.42% |
$3.18M - $3.37M
|
254K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
142K+ 17.54% |
$3.18M - $3.36M
|
951K
$21.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
141K+ 42.37% |
$3.15M - $3.33M
|
473K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
130K+ 721.92% |
$2.91M - $3.07M
|
148K
$3.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
123K+ 19.44% |
$2.75M - $2.91M
|
756K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
122K+ 4.06% |
$2.72M - $2.88M
|
3.11M
$70M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
119K+ 155.22% |
$2.67M - $2.82M
|
196K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118K+ 245.4% |
$2.64M - $2.79M
|
166K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
110K+ 15.72% |
$2.46M - $2.61M
|
810K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
107K+ 12.43% |
$2.38M - $2.52M
|
964K
$21.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
104K+ 31.02% |
$2.32M - $2.45M
|
437K
$9.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
99.2KNew |
$2.22M - $2.35M
|
99.2K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
94.3K+ 23.67% |
$2.11M - $2.23M
|
493K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
94.1K+ 114.62% |
$2.11M - $2.23M
|
176K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
91.4KNew |
$2.05M - $2.16M
|
91.4K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.8K+ 5.09% |
$2.01M - $2.12M
|
1.85M
$41.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
87.8K+ 5881.31% |
$1.97M - $2.08M
|
89.3K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
87.3K+ 43.63% |
$1.95M - $2.06M
|
287K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
87.3K+ 10.69% |
$1.95M - $2.06M
|
904K
$20.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
86K+ 6.23% |
$1.92M - $2.03M
|
1.47M
$33M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
84K+ 29.58% |
$1.88M - $1.99M
|
368K
$8.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
81K+ 14.24% |
$1.81M - $1.92M
|
649K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
80.8K+ 20.44% |
$1.81M - $1.91M
|
476K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80.6K+ 116.14% |
$1.8M - $1.91M
|
150K
$3.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
79K+ 388.02% |
$1.77M - $1.87M
|
99.3K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
74.2K+ 81.57% |
$1.66M - $1.76M
|
165K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.4K+ 12.9% |
$1.58M - $1.67M
|
616K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
69.2K+ 15.08% |
$1.55M - $1.64M
|
528K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
68.5K+ 14.87% |
$1.53M - $1.62M
|
529K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
67.3K+ 22.29% |
$1.51M - $1.59M
|
369K
$8.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67K+ 258.91% |
$1.5M - $1.58M
|
92.8K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
65.5K+ 2.35% |
$1.47M - $1.55M
|
2.85M
$64.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
64.5K+ 28.86% |
$1.44M - $1.53M
|
288K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
62.5K+ 11.3% |
$1.4M - $1.48M
|
616K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.3K+ 11.78% |
$1.4M - $1.47M
|
592K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59.6K+ 23.42% |
$1.33M - $1.41M
|
314K
$7.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
59.3K+ 0.68% |
$1.33M - $1.4M
|
8.78M
$197M
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
57.3K+ 119.27% |
$1.28M - $1.35M
|
105K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.6K+ 7.68% |
$1.27M - $1.34M
|
794K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
56.5K+ 7.75% |
$1.26M - $1.34M
|
785K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
55.8K+ 5.04% |
$1.25M - $1.32M
|
1.16M
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.7K+ 13.53% |
$1.23M - $1.3M
|
459K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.2KNew |
$1.21M - $1.28M
|
54.2K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52.6K+ 433.13% |
$1.18M - $1.24M
|
64.7K
$1.45M
|