Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5M+ 1245.8% |
$271M - $290M
|
13.5M
$307M
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
BUY
|
- |
9.55MNew |
$206M - $221M
|
9.55M
$216M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.28M+ 30577.35% |
$179M - $192M
|
8.31M
$188M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.18M+ 3451.07% |
$155M - $166M
|
7.39M
$167M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.28MNew |
$136M - $145M
|
6.28M
$142M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.64M+ 64.67% |
$122M - $130M
|
14.4M
$325M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.39M+ 1428.57% |
$94.9M - $102M
|
4.7M
$106M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.15M+ 23.29% |
$89.6M - $96M
|
22M
$498M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
4.09M+ 69.9% |
$88.4M - $94.7M
|
9.95M
$225M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.94M+ 50650.13% |
$85M - $91M
|
3.94M
$89.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.64MNew |
$56.9M - $61M
|
2.64M
$59.7M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.82M+ 559.7% |
$39.3M - $42.1M
|
2.15M
$48.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69M+ 9.05% |
$36.5M - $39.1M
|
20.4M
$462M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.54M+ 64.76% |
$33.3M - $35.7M
|
3.92M
$88.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.52M+ 268.6% |
$32.8M - $35.1M
|
2.08M
$47.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.49MNew |
$32.2M - $34.5M
|
1.49M
$33.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.47M+ 56579.31% |
$31.8M - $34M
|
1.47M
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.28M+ 11.18% |
$27.6M - $29.5M
|
12.7M
$288M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.13M+ 71.42% |
$24.5M - $26.2M
|
2.72M
$61.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09M+ 57.57% |
$23.6M - $25.2M
|
2.99M
$67.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
974KNew |
$21M - $22.5M
|
974K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
932K+ 18.87% |
$20.1M - $21.6M
|
5.87M
$133M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
904KNew |
$19.5M - $20.9M
|
904K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
898KNew |
$19.4M - $20.8M
|
898K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
884K+ 24.99% |
$19.1M - $20.4M
|
4.42M
$100M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
745K+ 187.2% |
$16.1M - $17.2M
|
1.14M
$25.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
699K+ 16.28% |
$15.1M - $16.2M
|
4.99M
$113M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
690K+ 163.78% |
$14.9M - $16M
|
1.11M
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
648K+ 43.07% |
$14M - $15M
|
2.15M
$48.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
646KNew |
$13.9M - $14.9M
|
646K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
553KNew |
$12M - $12.8M
|
553K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
521KNew |
$11.2M - $12M
|
521K
$11.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
517K+ 2.6% |
$11.2M - $12M
|
20.4M
$462M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
487K+ 1.97% |
$10.5M - $11.3M
|
25.2M
$570M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
468K+ 130.92% |
$10.1M - $10.8M
|
826K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
461KNew |
$9.96M - $10.7M
|
461K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
458K+ 278.38% |
$9.88M - $10.6M
|
622K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
412KNew |
$8.9M - $9.53M
|
412K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
408K+ 2.51% |
$8.81M - $9.44M
|
16.7M
$377M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
405K+ 20.21% |
$8.75M - $9.37M
|
2.41M
$54.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
364K+ 37.39% |
$7.87M - $8.43M
|
1.34M
$30.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
360K+ 19440.71% |
$7.78M - $8.33M
|
362K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
360K+ 19440.71% |
$7.78M - $8.33M
|
362K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
346K+ 241.99% |
$7.48M - $8.01M
|
490K
$11.1M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
335KNew |
$7.25M - $7.76M
|
335K
$7.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
324K+ 338.53% |
$7.01M - $7.5M
|
420K
$9.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
299K+ 175.82% |
$6.46M - $6.91M
|
469K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
286K+ 46.79% |
$6.17M - $6.61M
|
897K
$20.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
272KNew |
$5.88M - $6.3M
|
272K
$6.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
268K+ 73.55% |
$5.79M - $6.2M
|
633K
$14.3M
|