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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.7K- 24.03% |
$770K - $825K
|
113K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37.1K- 40.25% |
$801K - $858K
|
55.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37.7K- 53.35% |
$813K - $871K
|
32.9K
$750K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-38.4K- 21.2% |
$830K - $888K
|
143K
$3.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-38.5K- 83.3% |
$831K - $890K
|
7.72K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-40.8K- 50.88% |
$881K - $944K
|
39.4K
$898K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41.5K- 49.61% |
$897K - $960K
|
42.2K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-41.9K- 46.85% |
$905K - $969K
|
47.5K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-43.6K- 29.15% |
$943K - $1.01M
|
106K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-44.8K- 46.9% |
$968K - $1.04M
|
50.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46.2K- 52.47% |
$998K - $1.07M
|
41.8K
$954K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-47.1K- 81.57% |
$1.02M - $1.09M
|
10.6K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49.3K- 43.31% |
$1.06M - $1.14M
|
64.5K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-51.1K- 60.28% |
$1.1M - $1.18M
|
33.6K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53.3K- 60.04% |
$1.15M - $1.23M
|
35.5K
$809K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-53.9K- 61.23% |
$1.16M - $1.25M
|
34.1K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53.9K- 45.97% |
$1.16M - $1.25M
|
63.3K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54.8K- 83.99% |
$1.18M - $1.27M
|
10.4K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-54.9K- 63.65% |
$1.19M - $1.27M
|
31.4K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-59.6K- 86.35% |
$1.29M - $1.38M
|
9.43K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-62.3K- 21.59% |
$1.35M - $1.44M
|
226K
$5.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-64.2K- 9.85% |
$1.39M - $1.49M
|
588K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-66K- 53.67% |
$1.43M - $1.53M
|
57K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-67K- 8.29% |
$1.45M - $1.55M
|
741K
$16.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-68.6K- 37.33% |
$1.48M - $1.59M
|
115K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68.8K- 56.03% |
$1.49M - $1.59M
|
54K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-69.8K- 6.09% |
$1.51M - $1.61M
|
1.08M
$24.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-72.1K- 67.16% |
$1.56M - $1.67M
|
35.2K
$803K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-72.7K- 46.64% |
$1.57M - $1.68M
|
83.2K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-73.3K- 9.68% |
$1.58M - $1.7M
|
684K
$15.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-73.7K- 3.48% |
$1.59M - $1.7M
|
2.05M
$46.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.6K- 12.28% |
$1.63M - $1.75M
|
540K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-75.9K- 35.03% |
$1.64M - $1.75M
|
141K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-81K- 32.77% |
$1.75M - $1.87M
|
166K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-82.3K- 42.07% |
$1.78M - $1.9M
|
113K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-82.6K- 51.97% |
$1.78M - $1.91M
|
76.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.9K- 5.47% |
$1.83M - $1.96M
|
1.47M
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-86.8K- 40.85% |
$1.87M - $2.01M
|
126K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-87.6K- 71.85% |
$1.89M - $2.03M
|
34.3K
$782K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-92.1K- 33.31% |
$1.99M - $2.13M
|
184K
$4.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-93K- 50.2% |
$2.01M - $2.15M
|
92.2K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100K- 22.41% |
$2.16M - $2.32M
|
347K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-118K- 85.54% |
$2.54M - $2.72M
|
19.9K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-118K- 57.16% |
$2.56M - $2.74M
|
88.7K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-119K- 4.38% |
$2.57M - $2.75M
|
2.6M
$59.2M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-123K- 27.16% |
$2.66M - $2.84M
|
330K
$7.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-124K- 92.06% |
$2.68M - $2.87M
|
10.7K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-124K- 52.35% |
$2.69M - $2.88M
|
113K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125K- 20.99% |
$2.7M - $2.89M
|
471K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135K- 55.83% |
$2.92M - $3.12M
|
107K
$2.43M
|