A detailed history of Liberty Wealth Management LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 77,091 shares of GOVT stock, worth $1.73 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
77,091
Previous 95,405 19.2%
Holding current value
$1.73 Million
Previous $1.73 Million 4.45%
% of portfolio
0.32%
Previous 0.32%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$22.38 - $23.66 $409,867 - $433,309
-18,314 Reduced 19.2%
77,091 $1.81 Million
Q2 2024

Aug 06, 2024

BUY
$22.12 - $22.75 $227,482 - $233,961
10,284 Added 12.08%
95,405 $1.73 Million
Q1 2024

May 02, 2024

SELL
$22.51 - $23.08 $471,854 - $483,802
-20,962 Reduced 19.76%
85,121 $1.94 Million
Q4 2023

Feb 08, 2024

SELL
$21.6 - $23.13 $942,818 - $1.01 Million
-43,649 Reduced 29.15%
106,083 $2.44 Million
Q3 2023

Nov 13, 2023

SELL
$21.99 - $23.01 $2.6 Million - $2.72 Million
-118,273 Reduced 44.13%
149,732 $3.3 Million
Q2 2023

Aug 10, 2023

BUY
$22.87 - $23.59 $182,639 - $188,389
7,986 Added 3.07%
268,005 $6.14 Million
Q1 2023

May 03, 2023

SELL
$22.54 - $23.5 $5.63 Million - $5.87 Million
-249,802 Reduced 49.0%
260,019 $6.08 Million
Q3 2022

Nov 15, 2022

BUY
$22.58 - $24.36 $3.94 Million - $4.25 Million
174,655 Added 52.11%
509,821 $11.6 Million
Q2 2022

Aug 15, 2022

SELL
$23.28 - $24.82 $1.15 Million - $1.23 Million
-49,538 Reduced 12.88%
335,166 $8 Million
Q1 2022

May 09, 2022

BUY
$24.71 - $26.22 $3.36 Million - $3.56 Million
135,864 Added 54.6%
384,704 $9.58 Million
Q4 2021

Feb 15, 2022

BUY
$26.24 - $26.74 $374,287 - $381,419
14,264 Added 6.08%
248,840 $6.64 Million
Q3 2021

Nov 15, 2021

SELL
$26.48 - $26.97 $1.52 Million - $1.55 Million
-57,335 Reduced 19.64%
234,576 $6.22 Million
Q2 2021

Aug 13, 2021

SELL
$26.19 - $26.61 $196 Million - $199 Million
-7,469,401 Reduced 96.24%
291,911 $7.76 Million
Q2 2021

Aug 13, 2021

BUY
$26.19 - $26.61 $197 Million - $200 Million
7,511,132 Added 3002.29%
7,761,312 $292 Million
Q4 2020

Feb 09, 2021

BUY
$27.24 - $27.93 $924,906 - $948,335
33,954 Added 15.7%
250,180 $6.78 Million
Q3 2020

Nov 05, 2020

BUY
$27.84 - $28.3 $1.04 Million - $1.06 Million
37,500 Added 20.98%
216,226 $6.04 Million
Q2 2020

Aug 04, 2020

BUY
$27.57 - $28.24 $234,317 - $240,011
8,499 Added 4.99%
178,726 $5 Million
Q1 2020

Apr 27, 2020

BUY
$25.99 - $28.27 $429,640 - $467,331
16,531 Added 10.76%
170,227 $4.82 Million
Q4 2019

Feb 05, 2020

BUY
$25.86 - $26.56 $1.61 Million - $1.66 Million
62,396 Added 68.34%
153,696 $3.99 Million
Q3 2019

Oct 30, 2019

BUY
$25.93 - $26.35 $507,320 - $515,537
19,565 Added 27.27%
91,300 $2.4 Million
Q2 2019

Jul 30, 2019

BUY
N/A
33,738 Added 88.79%
71,735 $1.85 Million
Q1 2019

Apr 18, 2019

BUY
N/A
24,311 Added 177.63%
37,997 $959,000
Q4 2018

Mar 26, 2019

BUY
N/A
13,686 New
13,686 $337,000

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
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