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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148+ 1345.45% |
$3.28K - $3.45K
|
159
$3.6K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
144New |
$3.19K - $3.36K
|
144
$3.26K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
106New |
$2.35K - $2.47K
|
106
$2.4K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$1.11K - $1.17K
|
50
$1.13K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$821 - $862
|
37
$838
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.82% |
$222 - $233
|
1.23K
$27.9K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$22.2 - $23.3
|
1
$22.7
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
451KNew |
$10.2M - $11M
|
451K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
383K+ 634.25% |
$8.66M - $9.34M
|
444K
$10.1M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
128KNew |
$2.88M - $3.11M
|
128K
$2.89M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
37.4K+ 85.38% |
$844K - $911K
|
81.2K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
28.8KNew |
$651K - $702K
|
28.8K
$653K
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
22.5KNew |
$509K - $549K
|
22.5K
$511K
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
22.4K+ 39.07% |
$505K - $545K
|
79.6K
$1.8M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.6KNew |
$397K - $429K
|
17.6K
$399K
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
14.4KNew |
$326K - $352K
|
14.4K
$327K
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$307K - $332K
|
13.6K
$308K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$234K - $252K
|
10.3K
$234K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
10KNew |
$226K - $244K
|
10K
$227K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
7.49K+ 179.42% |
$169K - $182K
|
11.7K
$264K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.16K+ 41.43% |
$162K - $174K
|
24.4K
$553K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.96K+ 2.97% |
$157K - $169K
|
241K
$5.46M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.61K+ 38.79% |
$149K - $161K
|
23.6K
$535K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.48K+ 20.75% |
$146K - $158K
|
37.7K
$854K
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.4K+ 18.9% |
$144K - $156K
|
40.2K
$912K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
6.31KNew |
$142K - $154K
|
6.31K
$143K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.91K+ 23.2% |
$133K - $144K
|
31.4K
$711K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.01KNew |
$113K - $122K
|
5.01K
$113K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.55K+ 18.04% |
$103K - $111K
|
29.8K
$674K
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.23K+ 50.68% |
$95.4K - $103K
|
12.6K
$285K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
3.98KNew |
$89.8K - $96.8K
|
3.98K
$90K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.85KNew |
$64.4K - $69.5K
|
2.85K
$64.6K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.69K+ 24.0% |
$60.8K - $65.6K
|
13.9K
$315K
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.51K+ 26.52% |
$56.6K - $61.1K
|
12K
$271K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 25.25% |
$53.1K - $57.3K
|
11.7K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
910New |
$20.5K - $22.2K
|
910
$20.6K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
656New |
$14.8K - $16K
|
656
$14.9K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
558+ 0.22% |
$12.6K - $13.6K
|
259K
$5.87M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
183New |
$4.13K - $4.46K
|
183
$4.14K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 4.56% |
$3.39K - $3.65K
|
3.44K
$77.9K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
13+ 3.07% |
$294 - $317
|
437
$9.9K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.45% |
$113 - $122
|
1.11K
$25.2K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
69.4KNew |
$1.61M - $1.72M
|
69.4K
$1.57M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.1KNew |
$631K - $672K
|
27.1K
$614K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
18.9KNew |
$440K - $469K
|
18.9K
$428K
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12KNew |
$280K - $299K
|
12K
$273K
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
11.6KNew |
$270K - $288K
|
11.6K
$263K
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
9.35KNew |
$218K - $232K
|
9.35K
$212K
|