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 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
69KNew |
$1.49M - $1.6M
|
69K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
68.9KNew |
$1.49M - $1.59M
|
68.9K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
68.5K+ 32.26% |
$1.48M - $1.58M
|
281K
$6.35M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
66.2KNew |
$1.43M - $1.53M
|
66.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
66.1K+ 11.26% |
$1.43M - $1.53M
|
653K
$14.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
65.9KNew |
$1.42M - $1.52M
|
65.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
61.4KNew |
$1.33M - $1.42M
|
61.4K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
61.1K+ 55.53% |
$1.32M - $1.41M
|
171K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
60.1K+ 6.65% |
$1.3M - $1.39M
|
963K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
58.3K+ 102.39% |
$1.26M - $1.35M
|
115K
$2.61M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57.5K+ 22.22% |
$1.24M - $1.33M
|
316K
$7.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55.1K+ 48.32% |
$1.19M - $1.27M
|
169K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
55K+ 2787.74% |
$1.19M - $1.27M
|
57K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
54.9KNew |
$1.19M - $1.27M
|
54.9K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
52.7K+ 200.99% |
$1.14M - $1.22M
|
78.9K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
52.7KNew |
$1.14M - $1.22M
|
52.7K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
51.4K+ 3.08% |
$1.11M - $1.19M
|
1.72M
$39M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50.8K+ 19.04% |
$1.1M - $1.18M
|
318K
$7.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
48.6K+ 157.13% |
$1.05M - $1.12M
|
79.5K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
47.9KNew |
$1.03M - $1.11M
|
47.9K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
47.7K+ 3.43% |
$1.03M - $1.1M
|
1.44M
$32.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
45.7K+ 15.55% |
$988K - $1.06M
|
340K
$7.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
45.6K+ 12.76% |
$984K - $1.05M
|
402K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45K+ 2763.06% |
$971K - $1.04M
|
46.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
43.7KNew |
$945K - $1.01M
|
43.7K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
42.5KNew |
$918K - $983K
|
42.5K
$962K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
40.2KNew |
$868K - $929K
|
40.2K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.1K+ 7.82% |
$865K - $927K
|
553K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39.9KNew |
$861K - $922K
|
39.9K
$903K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39.6K+ 11.08% |
$855K - $916K
|
397K
$8.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
38.5KNew |
$831K - $890K
|
38.5K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
37.7KNew |
$813K - $871K
|
37.7K
$852K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.5K+ 84.83% |
$810K - $867K
|
81.7K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
35.7K+ 90.54% |
$772K - $826K
|
75.2K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34K+ 56.48% |
$734K - $786K
|
94.1K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33.9KNew |
$732K - $784K
|
33.9K
$767K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.8K+ 44.96% |
$666K - $714K
|
99.5K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30.5KNew |
$659K - $706K
|
30.5K
$691K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
28.9K+ 9.03% |
$625K - $669K
|
349K
$7.91M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
28.8KNew |
$621K - $665K
|
28.8K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.7KNew |
$620K - $663K
|
28.7K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27.3KNew |
$589K - $631K
|
27.3K
$617K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27.2K+ 40.23% |
$588K - $630K
|
94.9K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
26.7K+ 4.1% |
$576K - $617K
|
677K
$15.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.9K+ 41.98% |
$559K - $599K
|
87.6K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
25.5K+ 6.35% |
$552K - $591K
|
428K
$9.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23.7K+ 4539.66% |
$512K - $548K
|
24.2K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
23.6KNew |
$509K - $545K
|
23.6K
$533K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$507K - $542K
|
23.5K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.1K+ 76.78% |
$499K - $534K
|
53.2K
$1.2M
|