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 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-969- 46.59% |
$20.9K - $22.4K
|
1.11K
$25.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-971- 26.96% |
$21K - $22.5K
|
2.63K
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 42.29% |
$23.1K - $24.7K
|
1.46K
$33.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 8.02% |
$23.9K - $25.6K
|
12.7K
$291K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 4.34% |
$24K - $25.7K
|
24.5K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 59.96% |
$26.7K - $28.6K
|
826
$18.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.3K- 5.45% |
$28.1K - $30.1K
|
22.6K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.32K- 63.41% |
$28.6K - $30.6K
|
763
$17.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4K- 8.92% |
$30.2K - $32.3K
|
14.3K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.43K- 69.73% |
$31K - $33.1K
|
622
$14.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 60.82% |
$31.4K - $33.6K
|
936
$21.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.56K- 51.28% |
$33.7K - $36.1K
|
1.48K
$33.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.58K- 3.25% |
$34.1K - $36.5K
|
47K
$1.08M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.58K- 3.63% |
$34.2K - $36.6K
|
42K
$963K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 7.89% |
$35.1K - $37.6K
|
19K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.68K- 13.97% |
$36.4K - $38.9K
|
10.4K
$238K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.7K- 31.42% |
$36.7K - $39.3K
|
3.71K
$85K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.7K- 31.42% |
$36.7K - $39.3K
|
3.71K
$85K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 30.91% |
$38K - $40.7K
|
3.93K
$90.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.87K- 14.43% |
$40.3K - $43.1K
|
11.1K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2K- 42.42% |
$43.2K - $46.3K
|
2.72K
$62.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.26K- 16.43% |
$48.8K - $52.3K
|
11.5K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.26K- 12.95% |
$48.9K - $52.4K
|
15.2K
$349K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.43K- 4.83% |
$52.4K - $56.1K
|
47.8K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.51K- 8.21% |
$54.3K - $58.1K
|
28.1K
$645K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-2.54K- 3.62% |
$54.9K - $58.8K
|
67.7K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.57K- 93.89% |
$55.4K - $59.4K
|
167
$3.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.7K- 5.73% |
$58.3K - $62.5K
|
44.4K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-2.84K- 12.58% |
$61.3K - $65.7K
|
19.7K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.1K- 46.92% |
$66.9K - $71.7K
|
3.51K
$80.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-3.1K- 0.92% |
$66.9K - $71.7K
|
335K
$7.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.21K- 1.47% |
$69.3K - $74.2K
|
215K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.25K- 55.49% |
$70.3K - $75.2K
|
2.61K
$59.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.44K- 16.37% |
$74.3K - $79.6K
|
17.6K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 36.88% |
$76.4K - $81.8K
|
6.06K
$139K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.56K- 4.03% |
$76.9K - $82.3K
|
84.8K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.58K- 21.93% |
$77.4K - $82.9K
|
12.8K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.64K- 13.19% |
$78.7K - $84.2K
|
24K
$550K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.66K- 22.38% |
$79K - $84.6K
|
12.7K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.68K- 25.13% |
$79.6K - $85.2K
|
11K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.83K- 10.29% |
$82.6K - $88.5K
|
33.4K
$764K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.07K- 23.54% |
$87.8K - $94K
|
13.2K
$303K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.1K- 21.32% |
$88.5K - $94.7K
|
15.1K
$346K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.17K- 62.74% |
$90.1K - $96.5K
|
2.48K
$56.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.19K- 0.08% |
$90.6K - $97K
|
4.95M
$114M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.21K- 19.15% |
$90.9K - $97.4K
|
17.8K
$407K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.39K- 16.45% |
$94.8K - $102K
|
22.3K
$511K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.4K- 1.56% |
$95.1K - $102K
|
278K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 15.33% |
$100K - $108K
|
25.7K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.71K- 26.01% |
$102K - $109K
|
13.4K
$307K
|