Purchases and Sales Made in Q4 2022 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 2022. 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 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-43K- 63.99% |
$954K - $1M
|
24.2K
$548K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-43.1K- 18.53% |
$956K - $1M
|
189K
$4.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-44K- 19.8% |
$976K - $1.03M
|
178K
$4.04M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-45.6K- 72.25% |
$1.01M - $1.06M
|
17.5K
$397K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.5K- 10.16% |
$1.03M - $1.08M
|
411K
$9.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-49.1K- 51.98% |
$1.09M - $1.15M
|
45.4K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-49.5K- 11.11% |
$1.1M - $1.15M
|
397K
$8.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50.1K- 50.18% |
$1.11M - $1.17M
|
49.7K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-53K- 77.7% |
$1.18M - $1.24M
|
15.2K
$345K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54.2K- 75.27% |
$1.2M - $1.26M
|
17.8K
$404K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-54.7K- 55.98% |
$1.21M - $1.27M
|
43K
$974K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-55.4K- 31.02% |
$1.23M - $1.29M
|
123K
$2.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-55.6K- 20.42% |
$1.23M - $1.29M
|
217K
$4.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-56.7K- 57.85% |
$1.26M - $1.32M
|
41.3K
$936K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-57.5K- 63.64% |
$1.28M - $1.34M
|
32.8K
$744K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.6K- 4.86% |
$1.28M - $1.34M
|
1.13M
$25.5M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-60.6K- 51.16% |
$1.35M - $1.41M
|
57.9K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-61K- 73.87% |
$1.35M - $1.42M
|
21.6K
$489K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-70.7K- 54.28% |
$1.57M - $1.65M
|
59.6K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-71.5K- 24.6% |
$1.59M - $1.67M
|
219K
$4.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-73.1K- 52.87% |
$1.62M - $1.7M
|
65.1K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-75.5K- 47.27% |
$1.67M - $1.76M
|
84.2K
$1.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-76.2K- 52.61% |
$1.69M - $1.78M
|
68.7K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-76.3K- 60.46% |
$1.69M - $1.78M
|
49.9K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-77.6K- 8.04% |
$1.72M - $1.81M
|
888K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-77.8K- 56.99% |
$1.72M - $1.81M
|
58.7K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-78.5K- 41.43% |
$1.74M - $1.83M
|
111K
$2.51M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-81.4K- 17.82% |
$1.8M - $1.9M
|
375K
$8.5M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-81.8K- 59.8% |
$1.81M - $1.91M
|
55K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-83.6K- 62.39% |
$1.85M - $1.95M
|
50.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-84.8K- 11.23% |
$1.88M - $1.98M
|
671K
$15.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85.7K- 49.11% |
$1.9M - $2M
|
88.8K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-87.5K- 88.43% |
$1.94M - $2.04M
|
11.4K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-90.7K- 0.09% |
$2.01M - $2.11M
|
96.7M
$2.19B
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-92.6K- 89.75% |
$2.05M - $2.16M
|
10.6K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-94.9K- 50.6% |
$2.1M - $2.21M
|
92.6K
$2.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95K- 53.8% |
$2.11M - $2.21M
|
81.5K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-95K- 91.39% |
$2.11M - $2.21M
|
8.96K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-99.1K- 55.67% |
$2.2M - $2.31M
|
78.9K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-99.2K- 57.61% |
$2.2M - $2.31M
|
73K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-99.3K- 3.05% |
$2.2M - $2.31M
|
3.16M
$71.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-100K- 16.48% |
$2.22M - $2.33M
|
508K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-101K- 30.4% |
$2.23M - $2.35M
|
231K
$5.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-107K- 41.5% |
$2.38M - $2.5M
|
151K
$3.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-109K- 78.14% |
$2.41M - $2.53M
|
30.4K
$688K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-109K- 37.62% |
$2.43M - $2.55M
|
181K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-111K- 45.29% |
$2.47M - $2.6M
|
135K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112K- 54.48% |
$2.49M - $2.61M
|
93.7K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-115K- 32.25% |
$2.55M - $2.68M
|
242K
$5.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-120K- 43.77% |
$2.66M - $2.8M
|
154K
$3.49M
|