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 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
53+ 14.8% |
$1.19K - $1.25K
|
411
$9.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
38+ 0.27% |
$850 - $899
|
14.1K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 0.66% |
$671 - $710
|
4.57K
$103K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
29+ 0.32% |
$649 - $686
|
9.04K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26New |
$582 - $615
|
26
$584
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 1.34% |
$448 - $473
|
1.51K
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14+ 0.11% |
$313 - $331
|
12.2K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.78% |
$157 - $166
|
902
$20.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$157 - $166
|
14.8K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
6+ 0.89% |
$134 - $142
|
680
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.15% |
$67.1 - $71
|
2.04K
$45.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.02% |
$44.8 - $47.3
|
10.8K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.03% |
$22.4 - $23.7
|
98
$2.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.91% |
$22.4 - $23.7
|
111
$2.49K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1- 0.01% |
$22.4 - $23.7
|
7.8K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 0.11% |
$44.8 - $47.3
|
1.89K
$42.4K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-7- 0.03% |
$157 - $166
|
20.8K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-22- 7.17% |
$492 - $521
|
285
$6.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-23- 0.09% |
$515 - $544
|
26.5K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-26- 0.06% |
$582 - $615
|
43.1K
$968K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-27- 3.28% |
$604 - $639
|
797
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-41- 0.34% |
$918 - $970
|
12.1K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45- 0.18% |
$1.01K - $1.06K
|
25.2K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-69- 0.19% |
$1.54K - $1.63K
|
35.7K
$802K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-75- 0.83% |
$1.68K - $1.77K
|
8.98K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 4.52% |
$1.92K - $2.03K
|
1.82K
$40.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-88- 83.81% |
$1.97K - $2.08K
|
17
$382
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-112- 1.26% |
$2.51K - $2.65K
|
8.77K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-115- 82.14% |
$2.57K - $2.72K
|
25
$562
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-121- 4.25% |
$2.71K - $2.86K
|
2.73K
$61.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-123- 11.64% |
$2.75K - $2.91K
|
934
$21K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-132- 56.41% |
$2.95K - $3.12K
|
102
$2.29K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-147- 7.02% |
$3.29K - $3.48K
|
1.95K
$43.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-149- 0.46% |
$3.33K - $3.53K
|
32.6K
$732K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-163- 0.67% |
$3.65K - $3.86K
|
24.2K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-174- 7.0% |
$3.89K - $4.12K
|
2.31K
$51.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-175- 19.32% |
$3.92K - $4.14K
|
731
$16.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-183- 0.9% |
$4.1K - $4.33K
|
20.2K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-193- 8.68% |
$4.32K - $4.57K
|
2.03K
$45.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-194- 2.15% |
$4.34K - $4.59K
|
8.84K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-196- 1.67% |
$4.39K - $4.64K
|
11.5K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-201- 0.51% |
$4.5K - $4.76K
|
38.9K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-207- 0.08% |
$4.63K - $4.9K
|
249K
$5.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-211- 2.34% |
$4.72K - $4.99K
|
8.82K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-221- 44.02% |
$4.95K - $5.23K
|
281
$6.31K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-229- 1.76% |
$5.13K - $5.42K
|
12.8K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-284- 2.68% |
$6.36K - $6.72K
|
10.3K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-286- 0.29% |
$6.4K - $6.77K
|
98.1K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-307- 2.66% |
$6.87K - $7.26K
|
11.3K
$253K
|