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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.3KNew |
$209K - $215K
|
9.3K
$213K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.2K- 43.76% |
$298K - $306K
|
17K
$390K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
21.2K+ 4.59% |
$477K - $489K
|
483K
$11.1M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
30.9KNew |
$667K - $714K
|
30.9K
$708K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.73K- 94.94% |
$102K - $109K
|
252
$5.78K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
257New |
$5.55K - $5.94K
|
257
$5.89K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.49KNew |
$75.4K - $80.7K
|
3.49K
$80K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.7K- 5.73% |
$58.3K - $62.5K
|
44.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.57K- 93.89% |
$55.4K - $59.4K
|
167
$3.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
208New |
$4.49K - $4.81K
|
208
$4.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.25K- 55.49% |
$70.3K - $75.2K
|
2.61K
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.4KNew |
$398K - $426K
|
18.4K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$467K - $500K
|
21.6K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.57KNew |
$207K - $221K
|
9.57K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$4.32K - $4.63K
|
200
$4.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.5KNew |
$314K - $336K
|
14.5K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
20KNew |
$432K - $463K
|
20K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-694- 5.17% |
$15K - $16.1K
|
12.7K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.72KNew |
$58.8K - $62.9K
|
2.72K
$62.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
92.2KNew |
$1.99M - $2.13M
|
92.2K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
47.9KNew |
$1.03M - $1.11M
|
47.9K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
163+ 0.99% |
$3.52K - $3.77K
|
16.6K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.15K+ 22.9% |
$46.3K - $49.6K
|
11.5K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-21.2K- 38.94% |
$458K - $491K
|
33.3K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 8.02% |
$23.9K - $25.6K
|
12.7K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.97KNew |
$194K - $208K
|
8.97K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.7KNew |
$620K - $663K
|
28.7K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
141K+ 53.86% |
$3.04M - $3.26M
|
402K
$9.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
263New |
$5.68K - $6.08K
|
263
$6.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 60.82% |
$31.4K - $33.6K
|
936
$21.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
592New |
$12.8K - $13.7K
|
592
$13.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3.19KNew |
$68.9K - $73.8K
|
3.19K
$73.2K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
9.36KNew |
$202K - $216K
|
9.36K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
121New |
$2.61K - $2.8K
|
121
$2.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
412KNew |
$8.9M - $9.53M
|
412K
$9.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.65KNew |
$57.2K - $61.2K
|
2.65K
$60.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.58K- 21.93% |
$77.4K - $82.9K
|
12.8K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
255New |
$5.51K - $5.9K
|
255
$5.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
184KNew |
$3.97M - $4.25M
|
184K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
264New |
$5.7K - $6.11K
|
264
$6.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.06K- 11.5% |
$174K - $186K
|
62K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
164New |
$3.54K - $3.79K
|
164
$3.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
191KNew |
$4.12M - $4.42M
|
191K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
15.6KNew |
$338K - $362K
|
15.6K
$359K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64New |
$1.38K - $1.48K
|
64
$1.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.6KNew |
$207K - $222K
|
9.6K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.98KNew |
$216K - $231K
|
9.98K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$30.7K - $32.9K
|
1.42K
$32.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20New |
$432 - $463
|
20
$458
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
57New |
$1.23K - $1.32K
|
57
$1.31K
|
|