Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.89M+ 5.89% |
$181M - $184M
|
124M
$2.78B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.3M+ 47.07% |
$139M - $142M
|
16.6M
$372M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.34M+ 1180.38% |
$87.6M - $89.3M
|
3.62M
$81.4M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.66M+ 114.39% |
$69.8M - $71.1M
|
4.98M
$112M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
2.13MNew |
$55.9M - $57M
|
2.13M
$47.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.93M+ 10.84% |
$50.7M - $51.7M
|
19.8M
$444M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43M+ 10.16% |
$37.6M - $38.3M
|
15.5M
$349M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.02M+ 232.52% |
$26.9M - $27.4M
|
1.46M
$32.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
882K+ 8.05% |
$23.1M - $23.6M
|
11.8M
$266M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
786KNew |
$20.6M - $21M
|
786K
$17.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
775K+ 617.7% |
$20.3M - $20.7M
|
900K
$20.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
761K+ 20.41% |
$20M - $20.3M
|
4.49M
$101M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
644KNew |
$16.9M - $17.2M
|
644K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
642K+ 2.55% |
$16.8M - $17.2M
|
25.8M
$579M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
628K+ 1.18% |
$16.5M - $16.8M
|
53.8M
$1.21B
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
608KNew |
$16M - $16.3M
|
608K
$13.7M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
599KNew |
$15.7M - $16M
|
599K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
596K+ 28.14% |
$15.6M - $15.9M
|
2.71M
$61M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
561K+ 4.65% |
$14.7M - $15M
|
12.6M
$284M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
539KNew |
$14.1M - $14.4M
|
539K
$12.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
495KNew |
$13M - $13.2M
|
495K
$11.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
482K+ 47.22% |
$12.6M - $12.9M
|
1.5M
$33.8M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
409K+ 11.35% |
$10.7M - $10.9M
|
4.02M
$90.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
402K+ 1194.47% |
$10.6M - $10.8M
|
436K
$9.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
397K+ 14.82% |
$10.4M - $10.6M
|
3.08M
$69.2M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
370K+ 32.7% |
$9.72M - $9.9M
|
1.5M
$33.8M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
365KNew |
$9.59M - $9.77M
|
365K
$8.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
359KNew |
$9.42M - $9.6M
|
359K
$8.06M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
358KNew |
$9.4M - $9.57M
|
358K
$8.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
353K+ 70.55% |
$9.27M - $9.45M
|
854K
$19.2M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
351KNew |
$9.22M - $9.39M
|
351K
$7.89M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
318KNew |
$8.35M - $8.51M
|
318K
$7.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
315K+ 4.62% |
$8.26M - $8.42M
|
7.13M
$160M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
311K+ 3.42% |
$8.17M - $8.32M
|
9.41M
$212M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
307KNew |
$8.05M - $8.2M
|
307K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
299KNew |
$7.85M - $8M
|
299K
$6.72M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
290K+ 4.48% |
$7.6M - $7.74M
|
6.75M
$152M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
276K+ 268.5% |
$7.23M - $7.37M
|
378K
$8.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
276K+ 4.98% |
$7.23M - $7.37M
|
5.81M
$131M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
270K+ 13.05% |
$7.08M - $7.21M
|
2.34M
$52.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
264KNew |
$6.93M - $7.06M
|
264K
$5.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
264K+ 9.61% |
$6.92M - $7.06M
|
3.01M
$67.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
254KNew |
$6.67M - $6.8M
|
254K
$5.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
243K+ 17.55% |
$6.37M - $6.49M
|
1.62M
$36.5M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
236KNew |
$6.18M - $6.3M
|
236K
$5.29M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
221KNew |
$5.8M - $5.91M
|
221K
$4.96M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
214KNew |
$5.61M - $5.72M
|
214K
$4.81M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
209KNew |
$5.49M - $5.59M
|
209K
$4.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
206KNew |
$5.4M - $5.5M
|
206K
$4.62M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
199KNew |
$5.23M - $5.33M
|
199K
$4.48M
|