Purchases and Sales Made in Q2 2023 in Ishares Gnma Bond ETF (GNMA)
This table provides information about the institutional ownership of Ishares Gnma Bond ETF (GNMA) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES GNMA BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
624KNew |
$27.1M - $28M
|
624K
$27.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
405KNew |
$17.6M - $18.2M
|
405K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
82.7KNew |
$3.59M - $3.71M
|
82.7K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.5K+ 141.96% |
$3.41M - $3.52M
|
134K
$5.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
44.7KNew |
$1.94M - $2.01M
|
44.7K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
36.4K+ 78.21% |
$1.58M - $1.63M
|
82.9K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
36.1K+ 522.94% |
$1.57M - $1.62M
|
43K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33KNew |
$1.43M - $1.48M
|
33K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.5K+ 7.7% |
$891K - $920K
|
287K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.7K+ 3.67% |
$813K - $839K
|
528K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.5K+ 7.65% |
$717K - $740K
|
232K
$10.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.5K+ 7.65% |
$717K - $740K
|
232K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
15.3K+ 291.43% |
$667K - $689K
|
20.6K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
15.3K+ 8.14% |
$666K - $687K
|
204K
$8.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.7K+ 11.06% |
$641K - $661K
|
148K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.6KNew |
$593K - $612K
|
13.6K
$592K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
13.5KNew |
$586K - $605K
|
13.5K
$584K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$569K - $588K
|
13.1K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 196.63% |
$497K - $514K
|
17.3K
$749K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9.61KNew |
$418K - $431K
|
9.61K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.24K+ 100.88% |
$401K - $415K
|
18.4K
$797K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.73KNew |
$379K - $392K
|
8.73K
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.56KNew |
$329K - $339K
|
7.56K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.06KNew |
$307K - $317K
|
7.06K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.01KNew |
$305K - $315K
|
7.01K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.98K+ 8.16% |
$303K - $313K
|
92.4K
$4.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
6.29KNew |
$274K - $282K
|
6.29K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.59K+ 12.57% |
$243K - $251K
|
50K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.45K+ 35.92% |
$237K - $244K
|
20.6K
$893K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.42KNew |
$235K - $243K
|
5.42K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.92KNew |
$214K - $221K
|
4.92K
$213K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.85K+ 17.09% |
$167K - $173K
|
26.4K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.73K+ 21.19% |
$162K - $167K
|
21.3K
$925K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.67KNew |
$159K - $165K
|
3.67K
$159K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.88K+ 9.45% |
$125K - $129K
|
33.3K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.74K+ 6.87% |
$119K - $123K
|
42.7K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.95K+ 42.13% |
$84.5K - $87.3K
|
6.56K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 32.38% |
$77.6K - $80.1K
|
7.29K
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 2.38% |
$75.3K - $77.8K
|
74.5K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 2.85% |
$70.5K - $72.8K
|
58.6K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.48K+ 31.41% |
$64.3K - $66.4K
|
6.19K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.12KNew |
$48.7K - $50.3K
|
1.12K
$48.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
728+ 14.38% |
$31.6K - $32.7K
|
5.79K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
710+ 58.05% |
$30.9K - $31.9K
|
1.93K
$83.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
655+ 401.84% |
$28.5K - $29.4K
|
818
$35.5K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
600+ 9.19% |
$26.1K - $26.9K
|
7.13K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
334+ 8.31% |
$14.5K - $15K
|
4.35K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
171+ 1.15% |
$7.43K - $7.67K
|
15K
$652K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
168New |
$7.3K - $7.54K
|
168
$7.28K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
93New |
$4.04K - $4.17K
|
93
$4.03K
|