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 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
264KNew |
$5.71M - $6.12M
|
264K
$6.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
247K+ 16.24% |
$5.33M - $5.71M
|
1.77M
$40.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
239K+ 156.29% |
$5.16M - $5.52M
|
392K
$8.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
233KNew |
$5.04M - $5.4M
|
233K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
233K+ 1451.91% |
$5.03M - $5.39M
|
249K
$5.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 30.5% |
$4.98M - $5.33M
|
987K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
226KNew |
$4.88M - $5.23M
|
226K
$5.18M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
222K+ 311.68% |
$4.8M - $5.14M
|
294K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
215KNew |
$4.65M - $4.98M
|
215K
$4.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
206KNew |
$4.44M - $4.76M
|
206K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
191KNew |
$4.12M - $4.42M
|
191K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
184KNew |
$3.97M - $4.25M
|
184K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
165K+ 5.95% |
$3.57M - $3.82M
|
2.94M
$67.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
165K+ 26.65% |
$3.57M - $3.82M
|
785K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
164KNew |
$3.55M - $3.8M
|
164K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
152KNew |
$3.29M - $3.52M
|
152K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
146KNew |
$3.15M - $3.37M
|
146K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 80.43% |
$3.11M - $3.33M
|
323K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
141K+ 53.86% |
$3.04M - $3.26M
|
402K
$9.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
140K+ 283.36% |
$3.02M - $3.24M
|
189K
$4.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
140K+ 11.22% |
$3.02M - $3.23M
|
1.39M
$31.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
139KNew |
$3.01M - $3.23M
|
139K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
138KNew |
$2.98M - $3.19M
|
138K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
137K+ 316.96% |
$2.96M - $3.17M
|
180K
$4.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
132K+ 16.72% |
$2.86M - $3.06M
|
925K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
130K+ 5.09% |
$2.81M - $3.01M
|
2.69M
$61.6M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
128KNew |
$2.76M - $2.95M
|
128K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
113KNew |
$2.43M - $2.6M
|
113K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
111K+ 4.06% |
$2.4M - $2.57M
|
2.85M
$65.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
108K+ 9.16% |
$2.34M - $2.51M
|
1.29M
$29.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
108KNew |
$2.34M - $2.51M
|
108K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
105KNew |
$2.27M - $2.43M
|
105K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
101K+ 12.94% |
$2.17M - $2.33M
|
878K
$20.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
101K+ 24.04% |
$2.17M - $2.32M
|
519K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
94.5K+ 170.79% |
$2.04M - $2.19M
|
150K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
93KNew |
$2.01M - $2.15M
|
93K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
92.2KNew |
$1.99M - $2.13M
|
92.2K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
90.9KNew |
$1.96M - $2.1M
|
90.9K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
89K+ 101.8% |
$1.92M - $2.06M
|
177K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
85.6K+ 23.92% |
$1.85M - $1.98M
|
444K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.3K+ 3.29% |
$1.8M - $1.93M
|
2.61M
$59.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
80.9K+ 521.04% |
$1.75M - $1.87M
|
96.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80.8KNew |
$1.74M - $1.87M
|
80.8K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
76.6K+ 12.74% |
$1.65M - $1.77M
|
678K
$15.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
75K+ 380.7% |
$1.62M - $1.73M
|
94.7K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73.9K+ 311.51% |
$1.6M - $1.71M
|
97.6K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
71.6K+ 28.3% |
$1.55M - $1.66M
|
324K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
70.8K+ 109.94% |
$1.53M - $1.64M
|
135K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
69.9KNew |
$1.51M - $1.62M
|
69.9K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
69.8K+ 20.64% |
$1.51M - $1.61M
|
408K
$9.35M
|