West Wealth Group, LLC Ishares U.S. Treasury Bond ETF Transaction History

West Wealth Group, LLC

$268 Million
Q1 2024

A detailed history of West Wealth Group, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 25,048 shares of GOVT stock, worth $567,587. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,048

Previous 39,388 36.41%

Holding current value

$567,587

Previous $907,000 37.16%

% of portfolio

0.21%

Previous 0.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$22.51 - $23.08 $322,793 - $330,967	-14,340 Reduced 36.41%	25,048 $570,000
Q4 2023 Jan 18, 2024	SELL	$21.6 - $23.13 $881,128 - $943,542	-40,793 Reduced 50.88%	39,388 $907,000
Q3 2023 Oct 06, 2023	SELL	$21.99 - $23.01 $3.5 Million - $3.66 Million	-159,080 Reduced 66.49%	80,181 $1.77 Million
Q2 2023 Jul 26, 2023	SELL	$22.87 - $23.59 $67,809 - $69,944	-2,965 Reduced 1.22%	239,261 $5.48 Million
Q1 2023 Apr 06, 2023	BUY	$22.54 - $23.5 $1.3 Million - $1.35 Million	57,553 Added 31.16%	242,226 $5.66 Million

Q4 2022 Jan 23, 2023	SELL	$22.18 - $23.3 $6.58 Million - $6.91 Million	-296,493 Reduced 61.62%	184,673 $0
Q3 2022 Oct 21, 2022	BUY	N/A	83,032 Added 20.86%	481,166 $11 Million
Q2 2022 Jul 27, 2022	SELL	N/A	-100,717 Reduced 20.19%	398,134 $9.52 Million
Q1 2022 May 05, 2022	SELL	N/A	-99,976 Reduced 16.7%	498,851 $12.4 Million
Q4 2021 May 05, 2022	BUY	N/A	598,827 New	598,827 $16 Million

Others Institutions Holding GOVT

# of Institutions

728

Shares Held

960M

Call Options Held

21.3K

Put Options Held

18.4K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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West Wealth Group, LLC Ishares U.S. Treasury Bond ETF Transaction History