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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.4K- 54.44% |
$332K - $355K
|
12.9K
$291K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-15.8K- 55.35% |
$341K - $365K
|
12.7K
$288K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.5K- 0.35% |
$356K - $382K
|
4.69M
$106M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16.5K- 61.0% |
$356K - $382K
|
10.6K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-16.9K- 56.05% |
$364K - $390K
|
13.2K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-17.1K- 25.37% |
$369K - $396K
|
50.3K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.5K- 16.56% |
$378K - $405K
|
88.1K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-17.7K- 39.87% |
$382K - $409K
|
26.7K
$605K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-18K- 20.85% |
$390K - $417K
|
68.5K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 54.38% |
$394K - $421K
|
15.3K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.4K- 27.75% |
$397K - $425K
|
47.9K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 4.36% |
$398K - $426K
|
404K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.4K- 6.08% |
$418K - $448K
|
299K
$6.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-19.4K- 51.03% |
$419K - $449K
|
18.6K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-19.5K- 8.58% |
$421K - $451K
|
207K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19.5K- 24.47% |
$422K - $451K
|
60.2K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-19.7K- 51.22% |
$426K - $457K
|
18.8K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-19.8K- 34.37% |
$427K - $458K
|
37.8K
$855K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-20K- 49.1% |
$432K - $463K
|
20.8K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-21.2K- 38.94% |
$458K - $491K
|
33.3K
$754K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21.2K- 36.96% |
$459K - $491K
|
36.2K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-21.6K- 59.44% |
$467K - $500K
|
14.8K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-21.7K- 16.88% |
$468K - $501K
|
107K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-22.7K- 19.45% |
$490K - $524K
|
93.9K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-23.3K- 11.12% |
$504K - $540K
|
186K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.5K- 2.15% |
$508K - $544K
|
1.07M
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24.2K- 41.2% |
$523K - $560K
|
34.5K
$782K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-24.4K- 31.47% |
$528K - $566K
|
53.2K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.3K- 34.71% |
$568K - $608K
|
49.4K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-26.4K- 78.04% |
$571K - $612K
|
7.44K
$169K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-26.8K- 53.39% |
$579K - $620K
|
23.4K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-27.6K- 45.42% |
$597K - $639K
|
33.2K
$752K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-28.4K- 2.41% |
$614K - $658K
|
1.15M
$26.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-28.7K- 3.73% |
$620K - $664K
|
742K
$16.8M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-29.4K- 7.46% |
$636K - $681K
|
365K
$8.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-29.5K- 11.86% |
$638K - $683K
|
219K
$4.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-29.6K- 53.73% |
$640K - $685K
|
25.5K
$578K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-30.6K- 53.66% |
$660K - $707K
|
26.4K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-30.9K- 58.01% |
$667K - $715K
|
22.4K
$507K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31.3K- 27.79% |
$676K - $724K
|
81.3K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.9K- 64.38% |
$688K - $737K
|
17.6K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-32K- 1.61% |
$691K - $740K
|
1.96M
$44.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-32.3K- 59.1% |
$698K - $748K
|
22.4K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-32.8K- 15.88% |
$709K - $759K
|
174K
$3.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.7K- 24.03% |
$770K - $825K
|
113K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.1K- 40.25% |
$801K - $858K
|
55.1K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37.7K- 53.35% |
$813K - $871K
|
32.9K
$746K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-38.4K- 21.2% |
$830K - $888K
|
143K
$3.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-38.5K- 83.3% |
$831K - $890K
|
7.72K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-40.8K- 50.88% |
$881K - $944K
|
39.4K
$892K
|