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
|
Raymond James Trust N.A.
|
BUY
|
- |
2.29K+ 10.95% |
$50.8K - $53.4K
|
23.2K
$526K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2K+ 23.8% |
$48.8K - $51.3K
|
11.4K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.94K+ 101.36% |
$42.9K - $45.1K
|
3.85K
$87.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.9KNew |
$42K - $44.2K
|
1.9K
$42.9K
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$40.1K - $42.2K
|
1.81K
$41K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.72KNew |
$38.1K - $40K
|
1.72K
$38.9K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.71K+ 8.69% |
$37.9K - $39.8K
|
21.4K
$485K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.69KNew |
$37.4K - $39.3K
|
1.69K
$38.2K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.68K+ 1113.25% |
$37.3K - $39.2K
|
1.83K
$41.5K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 3.11% |
$37.1K - $39K
|
55.5K
$1.26M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.57KNew |
$34.9K - $36.7K
|
1.57K
$35.6K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.53K+ 5.04% |
$33.8K - $35.6K
|
31.8K
$720K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.51KNew |
$33.5K - $35.2K
|
1.51K
$34.2K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.27KNew |
$28.2K - $29.7K
|
1.27K
$28.8K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.18K+ 109.89% |
$26.1K - $27.4K
|
2.25K
$51K
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
1.11KNew |
$24.7K - $25.9K
|
1.11K
$25.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$23.6K - $24.8K
|
1.07K
$24.1K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 7.92% |
$23.3K - $24.5K
|
14.3K
$325K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.02KNew |
$22.6K - $23.7K
|
1.02K
$23.1K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
946New |
$21K - $22K
|
946
$21.4K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
935+ 1100.0% |
$20.7K - $21.8K
|
1.02K
$23.1K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
923+ 0.17% |
$20.5K - $21.5K
|
533K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
847+ 6.43% |
$18.8K - $19.7K
|
14K
$318K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
838+ 0.39% |
$18.6K - $19.5K
|
214K
$4.84M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
831New |
$18.4K - $19.4K
|
831
$18.8K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
780New |
$17.3K - $18.2K
|
780
$17.7K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
778New |
$17.3K - $18.1K
|
778
$17.6K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
732+ 1.45% |
$16.2K - $17.1K
|
51.1K
$1.16M
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
708+ 5.65% |
$15.7K - $16.5K
|
13.2K
$300K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
682+ 6200.0% |
$15.1K - $15.9K
|
693
$15.7K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
675+ 139.75% |
$15K - $15.7K
|
1.16K
$26.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
674New |
$14.9K - $15.7K
|
674
$15.3K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
617+ 6.36% |
$13.7K - $14.4K
|
10.3K
$234K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
518+ 1.57% |
$11.5K - $12.1K
|
33.5K
$760K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
480New |
$10.6K - $11.2K
|
480
$10.9K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
463New |
$10.3K - $10.8K
|
463
$10.5K
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
462+ 0.95% |
$10.2K - $10.8K
|
49.2K
$1.12M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
441New |
$9.78K - $10.3K
|
441
$9.99K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
432New |
$9.58K - $10.1K
|
432
$9.78K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
386+ 2.52% |
$8.56K - $8.99K
|
15.7K
$356K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
307New |
$6.81K - $7.15K
|
307
$6.95K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
284+ 2.29% |
$6.3K - $6.62K
|
12.7K
$287K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
262New |
$5.81K - $6.1K
|
262
$5.93K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
248New |
$5.5K - $5.78K
|
248
$5.62K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
239+ 20.2% |
$5.3K - $5.57K
|
1.42K
$32.2K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
237New |
$5.26K - $5.52K
|
237
$5.37K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
233New |
$5.17K - $5.43K
|
233
$5.28K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
226+ 470.83% |
$5.01K - $5.27K
|
274
$6.21K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
207+ 2.19% |
$4.59K - $4.82K
|
9.65K
$219K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
204New |
$4.52K - $4.75K
|
204
$4.62K
|