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 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.19K+ 23.92% |
$189K - $192K
|
37.2K
$854K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.85K+ 2.49% |
$180K - $183K
|
282K
$6.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.85K+ 490.69% |
$180K - $183K
|
8.25K
$189K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.74K+ 65.55% |
$177K - $180K
|
17K
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6.64K+ 3.6% |
$174K - $178K
|
191K
$4.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.63K+ 18.96% |
$174K - $177K
|
41.6K
$954K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.52K+ 9.29% |
$171K - $174K
|
76.7K
$1.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 14.82% |
$160K - $163K
|
47.3K
$1.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.08K+ 3.34% |
$159K - $163K
|
188K
$4.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.73KNew |
$150K - $153K
|
5.73K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.7K+ 28.67% |
$150K - $153K
|
25.6K
$587K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.36K+ 25.77% |
$141K - $143K
|
26.2K
$600K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5.1K+ 7.36% |
$134K - $136K
|
74.4K
$1.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.08K+ 33.12% |
$133K - $136K
|
20.4K
$468K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.88K+ 12.53% |
$128K - $130K
|
43.8K
$1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 1.6% |
$125K - $127K
|
301K
$6.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.75K+ 3.49% |
$125K - $127K
|
141K
$3.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4.66K+ 46.54% |
$122K - $125K
|
14.7K
$336K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.54KNew |
$119K - $121K
|
4.54K
$104K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.49K+ 3.52% |
$118K - $120K
|
132K
$3.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.48KNew |
$118K - $120K
|
4.48K
$103K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.29K+ 22.77% |
$112K - $115K
|
23.1K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.25K+ 26.75% |
$112K - $114K
|
20.1K
$462K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4.17KNew |
$109K - $112K
|
4.17K
$95.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.03KNew |
$106K - $108K
|
4.03K
$92.3K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 15.66% |
$105K - $107K
|
29.5K
$676K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3.78K+ 341.16% |
$99.2K - $101K
|
4.89K
$112K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.77K+ 10.1% |
$99K - $101K
|
41.1K
$943K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.66K+ 9.6% |
$95.9K - $97.7K
|
41.7K
$957K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.59K+ 12.55% |
$94.3K - $96.1K
|
32.2K
$739K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.57K+ 2.9% |
$93.7K - $95.5K
|
127K
$2.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.52K+ 5.25% |
$92.2K - $94K
|
70.5K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.44KNew |
$90.3K - $92.1K
|
3.44K
$78.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.38K+ 4.79% |
$88.6K - $90.2K
|
73.8K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.29KNew |
$86.3K - $88K
|
3.29K
$75.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.17K+ 994.67% |
$83.3K - $84.8K
|
3.49K
$80.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.13KNew |
$82.2K - $83.8K
|
3.13K
$71.8K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.05K+ 489.41% |
$80K - $81.5K
|
3.67K
$84.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.02K+ 22.87% |
$79.2K - $80.7K
|
16.2K
$372K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.97K+ 9.31% |
$77.8K - $79.3K
|
34.8K
$798K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 1.09% |
$77.1K - $78.6K
|
273K
$6.27M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.9K+ 3.01% |
$76K - $77.5K
|
99.3K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.75K+ 4.32% |
$72.1K - $73.5K
|
66.4K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
2.67K+ 2136.0% |
$70.1K - $71.4K
|
2.8K
$64.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.54K+ 8.09% |
$66.5K - $67.8K
|
33.9K
$776K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.41K+ 1.52% |
$63.2K - $64.4K
|
161K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27KNew |
$59.6K - $60.8K
|
2.27K
$52.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.24K+ 4.82% |
$58.9K - $60K
|
48.8K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.24K+ 22.59% |
$58.9K - $60K
|
12.2K
$279K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.18K+ 1.87% |
$57.3K - $58.4K
|
119K
$2.72M
|