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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.52% |
$713 - $763
|
905
$20.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-40- 22.22% |
$864 - $925
|
140
$3.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 63.64% |
$1.06K - $1.13K
|
28
$634
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-53- 15.68% |
$1.14K - $1.23K
|
285
$6.46K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-63- 0.48% |
$1.36K - $1.46K
|
13.1K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-75- 25.51% |
$1.62K - $1.73K
|
219
$4.96K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-99- 1.79% |
$2.14K - $2.29K
|
5.43K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-101- 1.05% |
$2.18K - $2.34K
|
9.54K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-131- 0.3% |
$2.83K - $3.03K
|
44.1K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-139- 1.01% |
$3K - $3.22K
|
13.6K
$308K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-145- 10.72% |
$3.13K - $3.35K
|
1.21K
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-174- 7.46% |
$3.76K - $4.02K
|
2.16K
$48.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-182- 6.51% |
$3.93K - $4.21K
|
2.61K
$59.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-184- 0.83% |
$3.97K - $4.26K
|
22K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-244- 2.58% |
$5.27K - $5.64K
|
9.21K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-246- 18.01% |
$5.31K - $5.69K
|
1.12K
$25.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-257- 0.96% |
$5.55K - $5.94K
|
26.5K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-264- 0.68% |
$5.7K - $6.11K
|
38.7K
$877K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-279- 5.23% |
$6.03K - $6.45K
|
5.06K
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-306- 0.77% |
$6.61K - $7.08K
|
39.5K
$896K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-313- 1.0% |
$6.76K - $7.24K
|
30.9K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-328- 1.49% |
$7.08K - $7.59K
|
21.7K
$492K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-329- 1.01% |
$7.11K - $7.61K
|
32.3K
$732K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-354- 0.67% |
$7.65K - $8.19K
|
52.5K
$1.19M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-357- 19.76% |
$7.71K - $8.26K
|
1.45K
$32.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-396- 6.74% |
$8.55K - $9.16K
|
5.48K
$124K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-396- 6.74% |
$8.55K - $9.16K
|
5.48K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-448- 8.27% |
$9.68K - $10.4K
|
4.97K
$113K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-469- 2.7% |
$10.1K - $10.8K
|
16.9K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-481- 9.95% |
$10.4K - $11.1K
|
4.36K
$98.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-482- 2.87% |
$10.4K - $11.1K
|
16.3K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-486- 4.89% |
$10.5K - $11.2K
|
9.45K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-559- 5.67% |
$12.1K - $12.9K
|
9.31K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-650- 21.57% |
$14K - $15K
|
2.36K
$53.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-651- 12.46% |
$14.1K - $15.1K
|
4.57K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-675- 87.89% |
$14.6K - $15.6K
|
93
$2.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-690- 46.34% |
$14.9K - $16K
|
799
$18.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-694- 5.17% |
$15K - $16.1K
|
12.7K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-695- 1.1% |
$15K - $16.1K
|
62.3K
$1.41M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-767- 13.36% |
$16.6K - $17.7K
|
4.97K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-796- 5.79% |
$17.2K - $18.4K
|
12.9K
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-796- 5.47% |
$17.2K - $18.4K
|
13.8K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-805- 1.86% |
$17.4K - $18.6K
|
42.6K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-878- 0.09% |
$19K - $20.3K
|
1.02M
$23.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-881- 2.66% |
$19K - $20.4K
|
32.2K
$730K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-921- 50.74% |
$19.9K - $21.3K
|
894
$20.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-969- 46.59% |
$20.9K - $22.4K
|
1.11K
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-971- 26.96% |
$21K - $22.5K
|
2.63K
$59.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 42.29% |
$23.1K - $24.7K
|
1.46K
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 8.02% |
$23.9K - $25.6K
|
12.7K
$288K
|