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 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.49K- 20.95% |
$169K - $182K
|
28.3K
$648K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-138- 6.71% |
$3.12K - $3.36K
|
1.92K
$44K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-57- 0.64% |
$1.29K - $1.39K
|
8.82K
$202K
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
14.4KNew |
$326K - $352K
|
14.4K
$331K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
451KNew |
$10.2M - $11M
|
451K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-124K- 83.25% |
$2.8M - $3.03M
|
25K
$573K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
558+ 0.22% |
$12.6K - $13.6K
|
259K
$5.94M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
183New |
$4.13K - $4.46K
|
183
$4.19K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-695Closed |
$15.7K - $16.9K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.54K- 40.0% |
$148K - $159K
|
9.81K
$225K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.48K+ 20.75% |
$146K - $158K
|
37.7K
$864K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$234K - $252K
|
10.3K
$237K
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$307K - $332K
|
13.6K
$312K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-3.99K- 3.09% |
$90.1K - $97.2K
|
125K
$2.87M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
37.4K+ 85.38% |
$844K - $911K
|
81.2K
$1.86M
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22.4K+ 39.07% |
$505K - $545K
|
79.6K
$1.82M
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.4K+ 18.9% |
$144K - $156K
|
40.2K
$922K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-1.89K- 31.87% |
$42.7K - $46.1K
|
4.05K
$92.7K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.91K+ 23.2% |
$133K - $144K
|
31.4K
$720K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$397K - $429K
|
17.6K
$403K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.16K+ 41.43% |
$162K - $174K
|
24.4K
$560K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 4.56% |
$3.39K - $3.65K
|
3.44K
$78.8K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 25.25% |
$53.1K - $57.3K
|
11.7K
$267K
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.51K+ 26.52% |
$56.6K - $61.1K
|
12K
$274K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.69K+ 24.0% |
$60.8K - $65.6K
|
13.9K
$319K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
656New |
$14.8K - $16K
|
656
$15K
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-62.2K- 16.81% |
$1.4M - $1.51M
|
308K
$7.05M
|
|
Q2 2022 | |||||||
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.77KClosed |
$134K - $143K
|
0
$0
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.22K- 3.02% |
$98.2K - $105K
|
135K
$3.1M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
870New |
$20.3K - $21.6K
|
870
$19.9K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$282K - $301K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.38KNew |
$195K - $208K
|
8.38K
$192K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$69.8 - $74.5
|
3
$68.8
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
519New |
$12.1K - $12.9K
|
519
$11.9K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.1KNew |
$631K - $672K
|
27.1K
$621K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
69.4KNew |
$1.61M - $1.72M
|
69.4K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-2.71KClosed |
$63.1K - $67.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.26KClosed |
$29.4K - $31.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.3KClosed |
$518K - $553K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.56MClosed |
$106M - $113M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.79KClosed |
$228K - $243K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.55KNew |
$199K - $212K
|
8.55K
$196K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.04KClosed |
$24.1K - $25.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-414Closed |
$9.64K - $10.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
11.6KNew |
$270K - $288K
|
11.6K
$266K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.54KClosed |
$35.8K - $38.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-53.9KClosed |
$1.26M - $1.34M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.96KNew |
$45.6K - $48.6K
|
1.96K
$44.9K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.11KClosed |
$95.7K - $102K
|
0
$0
|