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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$572 - $598
|
26
$596
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.13K- 40.28% |
$135K - $141K
|
9.09K
$208K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
174New |
$3.83K - $4K
|
174
$3.99K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-122K- 56.63% |
$2.68M - $2.8M
|
93.3K
$2.14M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9.63KNew |
$212K - $222K
|
9.63K
$221K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
101+ 0.73% |
$2.22K - $2.32K
|
14K
$321K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.6KNew |
$256K - $268K
|
11.6K
$267K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
70.5K+ 5.82% |
$1.55M - $1.62M
|
1.28M
$29.4M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
23.2KNew |
$510K - $534K
|
23.2K
$532K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-4.05K- 22.74% |
$89K - $93.1K
|
13.8K
$315K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36.8K- 73.39% |
$810K - $848K
|
13.4K
$306K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 8.58% |
$56.4K - $59K
|
27.3K
$627K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.07K- 17.45% |
$199K - $209K
|
42.9K
$983K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-339- 2.98% |
$7.45K - $7.8K
|
11K
$253K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
415New |
$9.13K - $9.55K
|
415
$9.51K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-333K- 60.9% |
$7.31M - $7.65M
|
213K
$4.89M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.57KNew |
$101K - $105K
|
4.57K
$105K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-14.5K- 54.09% |
$320K - $334K
|
12.3K
$283K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-25- 0.19% |
$550 - $575
|
12.9K
$295K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$51.4K - $53.8K
|
2.34K
$53.6K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.55KNew |
$122K - $128K
|
5.55K
$127K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-90- 0.78% |
$1.98K - $2.07K
|
11.5K
$264K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-35.9K- 66.15% |
$789K - $825K
|
18.4K
$421K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-31.1K- 72.56% |
$683K - $715K
|
11.8K
$269K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.32K- 7.77% |
$51.1K - $53.5K
|
27.6K
$632K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 65.44% |
$425K - $444K
|
10.2K
$234K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
61.5KNew |
$1.35M - $1.42M
|
61.5K
$1.41M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.5KNew |
$362K - $379K
|
16.5K
$378K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.6K - $25.7K
|
1.12K
$25.6K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
30New |
$660 - $690
|
30
$688
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$22 - $23
|
28.7K
$657K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.39KNew |
$206K - $216K
|
9.39K
$215K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-112K- 83.31% |
$2.46M - $2.57M
|
22.4K
$513K
|
|
Q2 2023 | |||||||
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-44.3KClosed |
$1.01M - $1.05M
|
0
$0
|
|
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
$261M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.53K+ 14.06% |
$80.7K - $83.2K
|
28.6K
$656K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.4KNew |
$32.1K - $33.1K
|
1.4K
$32.2K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-890- 4.27% |
$20.4K - $21K
|
20K
$458K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.08K+ 718.41% |
$70.5K - $72.7K
|
3.51K
$80.5K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.7KNew |
$748K - $771K
|
32.7K
$749K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.5KNew |
$446K - $461K
|
19.5K
$447K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-68.6K- 18.11% |
$1.57M - $1.62M
|
310K
$7.11M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.91K- 12.82% |
$66.6K - $68.6K
|
19.8K
$454K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.66KNew |
$37.9K - $39.1K
|
1.66K
$38K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.09% |
$252 - $259
|
12.7K
$291K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52New |
$1.19K - $1.23K
|
52
$1.19K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.01KNew |
$45.9K - $47.3K
|
2.01K
$46K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
283New |
$6.47K - $6.68K
|
283
$6.49K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 1.5% |
$3.43K - $3.54K
|
9.87K
$226K
|