Purchases and Sales Made in Q4 2023 in Ishares Gnma Bond ETF (GNMA)
This table provides information about the institutional ownership of Ishares Gnma Bond ETF (GNMA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.15MNew |
$46.7M - $51.1M
|
1.15M
$49.9M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
539K+ 677.54% |
$21.8M - $23.9M
|
619K
$26.8M
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
409KNew |
$16.5M - $18.1M
|
409K
$17.7M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
345K+ 75.55% |
$14M - $15.3M
|
802K
$34.7M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
190KNew |
$7.7M - $8.44M
|
190K
$8.23M
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
152KNew |
$6.18M - $6.77M
|
152K
$6.6M
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
148K+ 673.57% |
$5.98M - $6.55M
|
169K
$7.34M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.7KNew |
$2.66M - $2.92M
|
65.7K
$2.85M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.5KNew |
$2.57M - $2.82M
|
63.5K
$2.75M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60.8KNew |
$2.46M - $2.7M
|
60.8K
$2.63M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50.4K+ 95.12% |
$2.04M - $2.23M
|
103K
$4.47M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
50KNew |
$2.02M - $2.22M
|
50K
$2.16M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.2KNew |
$1.99M - $2.18M
|
49.2K
$2.13M
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
49KNew |
$1.99M - $2.18M
|
49K
$2.12M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39.1KNew |
$1.58M - $1.73M
|
39.1K
$1.69M
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
32KNew |
$1.29M - $1.42M
|
32K
$1.38M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
28.7KNew |
$1.16M - $1.27M
|
28.7K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 198.67% |
$1.15M - $1.26M
|
42.6K
$1.84M
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
26.8KNew |
$1.09M - $1.19M
|
26.8K
$1.16M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
24.2KNew |
$981K - $1.08M
|
24.2K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$882K - $967K
|
21.8K
$944K
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
20.2K+ 86.27% |
$817K - $896K
|
43.6K
$1.89M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5KNew |
$750K - $822K
|
18.5K
$802K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$737K - $807K
|
18.2K
$788K
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
16.2K+ 10.31% |
$657K - $720K
|
174K
$7.52M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15.4KNew |
$625K - $685K
|
15.4K
$668K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4KNew |
$541K - $593K
|
13.4K
$578K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 223.42% |
$503K - $552K
|
18K
$779K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 74.46% |
$478K - $524K
|
27.6K
$1.2M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 196.58% |
$464K - $508K
|
17.3K
$748K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.4K+ 168.08% |
$462K - $506K
|
18.2K
$788K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.3KNew |
$456K - $500K
|
11.3K
$488K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$432K - $474K
|
10.7K
$462K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.55KNew |
$387K - $424K
|
9.55K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9.47KNew |
$383K - $420K
|
9.47K
$410K
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.42KNew |
$382K - $418K
|
9.42K
$408K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.36KNew |
$379K - $416K
|
9.36K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.38K+ 3.9% |
$340K - $372K
|
223K
$9.66M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.31KNew |
$337K - $369K
|
8.31K
$360K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.99KNew |
$324K - $355K
|
7.99K
$346K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
7.42KNew |
$301K - $329K
|
7.42K
$321K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.41K+ 17.99% |
$300K - $329K
|
48.6K
$2.1M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.38KNew |
$299K - $328K
|
7.38K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.38KNew |
$299K - $328K
|
7.38K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.28K+ 46.65% |
$295K - $323K
|
22.9K
$991K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.25KNew |
$294K - $322K
|
7.25K
$314K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.16K+ 63.98% |
$290K - $318K
|
18.4K
$795K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.43KNew |
$261K - $285K
|
6.43K
$279K
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
6.34KNew |
$257K - $281K
|
6.34K
$275K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
5.74KNew |
$232K - $255K
|
5.74K
$248K
|