Latest Institutional Purchases of Ishares U.S. Treasury Bond ETF (GOVT)
This list provides information on the latest institutional transactions involving Ishares U.S. Treasury Bond ETF (GOVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
36+ 0.37% |
$823 - $849
|
9.83K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.09% |
$252 - $259
|
12.7K
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7New |
$160 - $165
|
7
$161
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.69MNew |
$60.6M - $63.1M
|
2.69M
$61.9M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
101KNew |
$2.28M - $2.38M
|
101K
$2.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
69.3KNew |
$1.56M - $1.63M
|
69.3K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
BUY
|
- |
53.6K+ 7.55% |
$1.21M - $1.26M
|
764K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
25.8KNew |
$581K - $605K
|
25.8K
$594K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.7KNew |
$422K - $440K
|
18.7K
$431K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.5KNew |
$260K - $271K
|
11.5K
$266K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10KNew |
$225K - $235K
|
10K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.74K+ 99.07% |
$220K - $229K
|
19.6K
$451K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.24KNew |
$208K - $217K
|
9.24K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.08KNew |
$205K - $213K
|
9.08K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.02K+ 2951.47% |
$136K - $141K
|
6.23K
$144K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.53K+ 6.74% |
$102K - $106K
|
71.7K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.72KNew |
$83.8K - $87.4K
|
3.72K
$85.8K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.43K+ 19.35% |
$54.9K - $57.2K
|
15K
$346K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
986New |
$22.2K - $23.2K
|
986
$22.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
472+ 5.17% |
$10.6K - $11.1K
|
9.6K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
424New |
$9.56K - $9.96K
|
424
$9.78K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
395New |
$8.9K - $9.28K
|
395
$9.11K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
387New |
$8.72K - $9.09K
|
387
$8.92K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$7.82K - $8.15K
|
347
$8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
341+ 5683.33% |
$7.69K - $8.01K
|
347
$8K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
177New |
$3.99K - $4.16K
|
177
$4.08K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
84New |
$1.89K - $1.97K
|
84
$1.94K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
54New |
$1.22K - $1.27K
|
54
$1.25K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44New |
$992 - $1.03K
|
44
$1.01K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$811 - $846
|
36
$830
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
14New |
$316 - $329
|
14
$323
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
291KNew |
$6.46M - $6.79M
|
291K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
203K+ 3407.29% |
$4.5M - $4.73M
|
209K
$4.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
198K+ 656.4% |
$4.39M - $4.61M
|
228K
$5.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
18.6K+ 51.06% |
$413K - $433K
|
55K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
18KNew |
$398K - $419K
|
18K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17.7KNew |
$394K - $413K
|
17.7K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
15.9KNew |
$352K - $370K
|
15.9K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$258K - $271K
|
11.6K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$244K - $256K
|
11K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10.5K+ 2.82% |
$232K - $244K
|
382K
$8.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$228K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9.64KNew |
$214K - $225K
|
9.64K
$222K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9.57KNew |
$212K - $223K
|
9.57K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.26KNew |
$205K - $216K
|
9.26K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9.18KNew |
$204K - $214K
|
9.18K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.01KNew |
$133K - $140K
|
6.01K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.47KNew |
$99.2K - $104K
|
4.47K
$103K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$51.6K - $54.2K
|
2.33K
$53.7K
|
|