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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 3.51% |
$568K - $601K
|
749K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
25.3K+ 23.91% |
$567K - $600K
|
131K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25KNew |
$559K - $591K
|
25K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.3K+ 10.17% |
$544K - $575K
|
263K
$5.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24.2K+ 5.44% |
$542K - $573K
|
469K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.5K+ 3.06% |
$526K - $556K
|
790K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
22.8KNew |
$511K - $540K
|
22.8K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21.7K+ 210.42% |
$487K - $514K
|
32.1K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.5K+ 201.78% |
$480K - $508K
|
32.1K
$721K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.3K+ 15.37% |
$476K - $503K
|
160K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
21KNew |
$471K - $498K
|
21K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20.4K+ 9.09% |
$456K - $482K
|
244K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.1K+ 0.16% |
$449K - $475K
|
12.8M
$288M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20K+ 10.16% |
$447K - $472K
|
216K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
19.7K+ 4.46% |
$441K - $466K
|
462K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 2.18% |
$434K - $459K
|
911K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
18.9K+ 10.39% |
$423K - $447K
|
201K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
18K+ 5.94% |
$404K - $427K
|
322K
$7.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
18K+ 23.14% |
$403K - $426K
|
95.7K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
18K+ 5.3% |
$403K - $426K
|
357K
$8.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.8KNew |
$399K - $421K
|
17.8K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.8KNew |
$398K - $421K
|
17.8K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.8KNew |
$398K - $420K
|
17.8K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 5.3% |
$384K - $406K
|
341K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.9KNew |
$379K - $401K
|
16.9K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
16.8K+ 3.7% |
$375K - $397K
|
470K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16.7K+ 5.59% |
$373K - $394K
|
314K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
16.6KNew |
$372K - $393K
|
16.6K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.8K+ 44.67% |
$353K - $373K
|
51.1K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
15.6K+ 24.42% |
$350K - $370K
|
79.6K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.1K+ 33.79% |
$339K - $358K
|
60K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
15.1K+ 8.6% |
$337K - $357K
|
190K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.8KNew |
$331K - $350K
|
14.8K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14.8K+ 81.18% |
$330K - $349K
|
32.9K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14.6K+ 21.82% |
$327K - $346K
|
81.5K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.5K+ 23.46% |
$323K - $342K
|
76.1K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 62.97% |
$314K - $332K
|
36.3K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
13.8K+ 3.58% |
$310K - $327K
|
400K
$8.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.8KNew |
$309K - $327K
|
13.8K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.5K+ 132.97% |
$302K - $319K
|
23.6K
$531K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
13.2K+ 9.97% |
$295K - $312K
|
145K
$3.26M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
13K+ 55.31% |
$291K - $307K
|
36.5K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$286K - $303K
|
12.8K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.7K+ 10.8% |
$285K - $301K
|
131K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.9KNew |
$266K - $281K
|
11.9K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.8K+ 3.92% |
$265K - $280K
|
314K
$7.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.8KNew |
$264K - $279K
|
11.8K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.8K+ 155.35% |
$264K - $279K
|
19.4K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
11.7K+ 8.9% |
$261K - $276K
|
143K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
11.6K+ 10.87% |
$259K - $274K
|
118K
$2.65M
|