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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.53KNew |
$224K - $245K
|
5.53K
$239K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.27KNew |
$213K - $234K
|
5.27K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.17KNew |
$209K - $229K
|
5.17K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.03KNew |
$204K - $223K
|
5.03K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.7KNew |
$190K - $209K
|
4.7K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.63KNew |
$187K - $205K
|
4.63K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.62KNew |
$187K - $205K
|
4.62K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.79K+ 2.75% |
$113K - $124K
|
104K
$4.51M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.71K+ 441.27% |
$110K - $120K
|
3.32K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
2.51KNew |
$102K - $111K
|
2.51K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.48K+ 27.06% |
$100K - $110K
|
11.6K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.43KNew |
$98.6K - $108K
|
2.43K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.42K+ 25.29% |
$97.9K - $107K
|
12K
$519K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.39KNew |
$96.6K - $106K
|
2.39K
$103K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.07K+ 35.58% |
$83.9K - $92K
|
7.9K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.85K+ 25.65% |
$74.7K - $81.9K
|
9.04K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.56KNew |
$63K - $69K
|
1.56K
$67.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.52K+ 3.16% |
$61.6K - $67.5K
|
49.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.51K+ 4.65% |
$61.2K - $67.1K
|
34.1K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.18K+ 177.44% |
$47.8K - $52.4K
|
1.85K
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$40.5K - $44.4K
|
1K
$43.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
949+ 106.03% |
$38.4K - $42.1K
|
1.84K
$79.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
855New |
$34.6K - $37.9K
|
855
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
845+ 5.54% |
$34.2K - $37.5K
|
16.1K
$698K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
832New |
$33.7K - $36.9K
|
832
$36K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
706New |
$28.6K - $31.3K
|
706
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
685New |
$27.7K - $30.4K
|
685
$29.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
681+ 84.7% |
$27.6K - $30.2K
|
1.49K
$64.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
626+ 3.85% |
$25.4K - $27.8K
|
16.9K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
565+ 495.61% |
$22.9K - $25.1K
|
679
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
439+ 259.76% |
$17.8K - $19.5K
|
608
$26.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
416New |
$16.8K - $18.5K
|
416
$18K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
347+ 7.02% |
$14.1K - $15.4K
|
5.29K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
250New |
$10.1K - $11.1K
|
250
$10.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
204+ 3.66% |
$8.26K - $9.05K
|
5.78K
$250K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
173+ 194.38% |
$7.01K - $7.68K
|
262
$11.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
129New |
$5.22K - $5.73K
|
129
$5.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93+ 0.54% |
$3.77K - $4.13K
|
17.3K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
50New |
$2.03K - $2.22K
|
50
$2.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-98- 2.02% |
$3.97K - $4.35K
|
4.76K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 55.15% |
$6.08K - $6.66K
|
122
$5.28K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-182- 3.87% |
$7.37K - $8.08K
|
4.52K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-200- 2.81% |
$8.1K - $8.88K
|
6.93K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-394- 2.58% |
$16K - $17.5K
|
14.9K
$643K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-633- 1.9% |
$25.6K - $28.1K
|
32.7K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-633- 1.75% |
$25.6K - $28.1K
|
35.6K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-817- 2.07% |
$33.1K - $36.3K
|
38.7K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-865- 6.14% |
$35K - $38.4K
|
13.2K
$572K
|