Latest Institutional Transactions on Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information on the latest institutional transactions involving Ishares U.S. Treasury Bond ETF (GOVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-61.5K- 84.51% |
$1.35M - $1.42M
|
11.3K
$253K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
135New |
$2.97K - $3.11K
|
135
$3.03K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.32K+ 41.7% |
$29K - $30.3K
|
4.48K
$100K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10.7K- 1.97% |
$236K - $247K
|
534K
$12M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$294K - $307K
|
13.4K
$299K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
122KNew |
$2.68M - $2.8M
|
122K
$2.73M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
62New |
$1.36K - $1.43K
|
62
$1.39K
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24- 0.82% |
$528 - $552
|
2.91K
$65.2K
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
356KNew |
$7.82M - $8.18M
|
356K
$7.97M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14New |
$308 - $322
|
14
$314
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$572 - $598
|
26
$583
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.13K- 40.28% |
$135K - $141K
|
9.09K
$204K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
174New |
$3.83K - $4K
|
174
$3.9K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-122K- 56.63% |
$2.68M - $2.8M
|
93.3K
$2.09M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9.63KNew |
$212K - $222K
|
9.63K
$216K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
101+ 0.73% |
$2.22K - $2.32K
|
14K
$314K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.6KNew |
$256K - $268K
|
11.6K
$261K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
70.5K+ 5.82% |
$1.55M - $1.62M
|
1.28M
$28.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
23.2KNew |
$510K - $534K
|
23.2K
$520K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-4.05K- 22.74% |
$89K - $93.1K
|
13.8K
$308K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36.8K- 73.39% |
$810K - $848K
|
13.4K
$299K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
3.38KNew |
$74.4K - $77.8K
|
3.38K
$75.8K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 8.58% |
$56.4K - $59K
|
27.3K
$613K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.07K- 17.45% |
$199K - $209K
|
42.9K
$962K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-339- 2.98% |
$7.45K - $7.8K
|
11K
$247K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
415New |
$9.13K - $9.55K
|
415
$9.3K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-333K- 60.9% |
$7.31M - $7.65M
|
213K
$4.79M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.57KNew |
$101K - $105K
|
4.57K
$103K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-14.5K- 54.09% |
$320K - $334K
|
12.3K
$277K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$550 - $575
|
12.9K
$288K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$51.4K - $53.8K
|
2.34K
$52.4K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.55KNew |
$122K - $128K
|
5.55K
$124K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-90- 0.78% |
$1.98K - $2.07K
|
11.5K
$258K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
240New |
$5.28K - $5.52K
|
240
$5.38K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-35.9K- 66.15% |
$789K - $825K
|
18.4K
$411K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-31.1K- 72.56% |
$683K - $715K
|
11.8K
$264K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.32K- 7.77% |
$51.1K - $53.5K
|
27.6K
$618K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 65.44% |
$425K - $444K
|
10.2K
$229K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
61.5KNew |
$1.35M - $1.42M
|
61.5K
$1.38M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-252- 35.29% |
$5.54K - $5.8K
|
462
$10.4K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.5KNew |
$362K - $379K
|
16.5K
$370K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.6K - $25.7K
|
1.12K
$25.1K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
30New |
$660 - $690
|
30
$673
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$22 - $23
|
28.7K
$643K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.39KNew |
$206K - $216K
|
9.39K
$210K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-112K- 83.31% |
$2.46M - $2.57M
|
22.4K
$502K
|
|
Q2 2023 | |||||||
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-226K- 74.33% |
$5.18M - $5.34M
|
78.2K
$1.75M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-142Closed |
$3.25K - $3.35K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
5.04M+ 79.55% |
$115M - $119M
|
11.4M
$255M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.53K+ 14.06% |
$80.7K - $83.2K
|
28.6K
$641K
|