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 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$207K - $222K
|
9.6K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.57KNew |
$207K - $221K
|
9.57K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.38K+ 76.5% |
$203K - $217K
|
21.6K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.36KNew |
$202K - $216K
|
9.36K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.23KNew |
$199K - $213K
|
9.23K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.97KNew |
$194K - $208K
|
8.97K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.88KNew |
$192K - $205K
|
8.88K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
8.85KNew |
$191K - $205K
|
8.85K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
8.8KNew |
$190K - $203K
|
8.8K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.78KNew |
$190K - $203K
|
8.78K
$199K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.73KNew |
$189K - $202K
|
8.73K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.43K+ 4.93% |
$182K - $195K
|
180K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.33K+ 2252.43% |
$180K - $193K
|
8.7K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.93K+ 29.9% |
$171K - $184K
|
34.5K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.79K+ 15.11% |
$168K - $180K
|
59.4K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.77K+ 17.3% |
$168K - $180K
|
52.7K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.75K+ 47.08% |
$167K - $179K
|
24.2K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.47K+ 2.58% |
$161K - $173K
|
297K
$6.72M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.34K+ 20.46% |
$159K - $170K
|
43.2K
$979K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.31K+ 3.33% |
$158K - $169K
|
227K
$5.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.17K+ 8.75% |
$155K - $166K
|
89.1K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.15KNew |
$154K - $165K
|
7.15K
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.68K+ 12.0% |
$144K - $154K
|
62.3K
$1.41M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.65KNew |
$144K - $154K
|
6.65K
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.63K+ 1.26% |
$143K - $153K
|
531K
$12M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.62K+ 25.21% |
$143K - $153K
|
32.9K
$744K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.09K+ 63.85% |
$131K - $141K
|
15.6K
$354K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.46K+ 79.8% |
$118K - $126K
|
12.3K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.26K+ 8.82% |
$114K - $122K
|
64.9K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.24K+ 44.37% |
$113K - $121K
|
17K
$386K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.13K+ 16.7% |
$111K - $119K
|
35.8K
$811K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.12K+ 1.91% |
$111K - $118K
|
273K
$6.18M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.02KNew |
$108K - $116K
|
5.02K
$114K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.01KNew |
$108K - $116K
|
5.01K
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
4.95KNew |
$107K - $115K
|
4.95K
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.73K+ 4.23% |
$102K - $109K
|
116K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.47K+ 12.6% |
$96.5K - $103K
|
39.9K
$904K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.32K+ 46.93% |
$93.3K - $99.9K
|
13.5K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.23KNew |
$91.5K - $97.9K
|
4.23K
$95.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.19KNew |
$90.6K - $97K
|
4.19K
$95K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.14KNew |
$89.3K - $95.7K
|
4.14K
$93.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.1K+ 13.31% |
$88.6K - $94.8K
|
34.9K
$791K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.75KNew |
$81K - $86.7K
|
3.75K
$84.9K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.74K+ 18.94% |
$80.7K - $86.4K
|
23.5K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 29.74% |
$75.5K - $80.9K
|
15.3K
$346K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.49KNew |
$75.4K - $80.7K
|
3.49K
$79K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.39K+ 1.02% |
$73.3K - $78.5K
|
335K
$7.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.38K+ 13.37% |
$72.9K - $78.1K
|
28.6K
$649K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.32K+ 9.16% |
$71.7K - $76.8K
|
39.6K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3.19KNew |
$68.9K - $73.8K
|
3.19K
$72.3K
|