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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-20.3K- 41.77% |
$451K - $474K
|
28.3K
$642K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-20.4K- 48.77% |
$453K - $476K
|
21.5K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20.6K- 44.11% |
$456K - $479K
|
26.1K
$590K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-21K- 36.89% |
$466K - $490K
|
35.9K
$814K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21.1K- 16.59% |
$467K - $491K
|
106K
$2.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.2K- 18.53% |
$471K - $494K
|
93.3K
$2.11M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 56.03% |
$476K - $500K
|
16.9K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-21.7K- 24.23% |
$482K - $506K
|
67.9K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.7K- 65.86% |
$482K - $506K
|
11.3K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.3K- 52.85% |
$495K - $520K
|
19.9K
$451K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22.7K- 57.43% |
$502K - $528K
|
16.8K
$380K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 30.69% |
$516K - $542K
|
52.5K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23.6K- 63.0% |
$523K - $550K
|
13.9K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-23.6K- 67.7% |
$524K - $550K
|
11.3K
$255K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-23.8K- 7.38% |
$528K - $555K
|
299K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.9K- 51.36% |
$529K - $556K
|
22.6K
$512K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 5.24% |
$551K - $579K
|
449K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 40.94% |
$560K - $588K
|
36.4K
$824K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.5K- 4.82% |
$588K - $617K
|
524K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.5K- 56.31% |
$588K - $618K
|
20.6K
$466K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27K- 29.94% |
$599K - $629K
|
63.1K
$1.43M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27K- 29.94% |
$599K - $629K
|
63.1K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-27.6K- 21.51% |
$612K - $643K
|
101K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 46.19% |
$614K - $645K
|
32.2K
$730K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-27.7K- 48.16% |
$614K - $645K
|
29.8K
$675K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-27.8K- 51.34% |
$618K - $649K
|
26.4K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.2K- 20.22% |
$626K - $658K
|
111K
$2.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-28.8K- 8.54% |
$638K - $670K
|
308K
$6.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-29.1K- 62.07% |
$646K - $679K
|
17.8K
$403K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-29.1K- 39.05% |
$646K - $679K
|
45.5K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29.7K- 77.61% |
$658K - $692K
|
8.56K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-30.6K- 50.55% |
$678K - $713K
|
29.9K
$678K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-30.9K- 38.48% |
$685K - $720K
|
49.4K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-31.3K- 7.09% |
$695K - $730K
|
410K
$9.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-32.1K- 50.26% |
$712K - $748K
|
31.8K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-32.4K- 51.37% |
$719K - $756K
|
30.7K
$695K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33.5K- 29.6% |
$744K - $782K
|
79.8K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.8K- 3.5% |
$749K - $787K
|
931K
$21.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-34K- 21.19% |
$755K - $793K
|
127K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-34.1K- 44.48% |
$756K - $794K
|
42.5K
$964K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36.7K- 74.26% |
$815K - $856K
|
12.7K
$288K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-37.4K- 19.53% |
$829K - $871K
|
154K
$3.49M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-38.5K- 41.12% |
$853K - $896K
|
55.1K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-38.5K- 47.09% |
$854K - $897K
|
43.3K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-38.5K- 5.38% |
$854K - $898K
|
678K
$15.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-39.3K- 7.19% |
$871K - $915K
|
507K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-41.7K- 14.16% |
$925K - $972K
|
253K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41.9K- 35.69% |
$930K - $977K
|
75.5K
$1.71M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-41.9K- 71.41% |
$930K - $977K
|
16.8K
$380K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42K- 65.82% |
$931K - $979K
|
21.8K
$494K
|