Purchases and Sales Made in Q1 2022 in Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U.S. TREASURY BOND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.3K+ 58.93% |
$1.29M - $1.37M
|
141K
$3.17M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50.9K+ 16.1% |
$1.26M - $1.34M
|
367K
$8.25M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 20.63% |
$1.19M - $1.26M
|
282K
$6.33M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.2K+ 11.9% |
$1.17M - $1.24M
|
444K
$9.97M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.7KNew |
$1.15M - $1.23M
|
46.7K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
44K+ 6.93% |
$1.09M - $1.15M
|
679K
$15.3M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.2K+ 116.11% |
$1.07M - $1.13M
|
80.5K
$1.81M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.2K+ 116.11% |
$1.07M - $1.13M
|
80.5K
$1.81M
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
43KNew |
$1.06M - $1.13M
|
43K
$966K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
41.7K+ 9.06% |
$1.03M - $1.09M
|
502K
$11.3M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41.6K+ 43.49% |
$1.03M - $1.09M
|
137K
$3.09M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
40.4KNew |
$997K - $1.06M
|
40.4K
$907K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39.5K+ 22.4% |
$977K - $1.04M
|
216K
$4.85M
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
39.3K+ 8.21% |
$972K - $1.03M
|
518K
$11.6M
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
38.8K+ 90.42% |
$960K - $1.02M
|
81.8K
$1.84M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
38.8K+ 215.2% |
$959K - $1.02M
|
56.8K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.5K+ 10.45% |
$951K - $1.01M
|
407K
$9.14M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.3K+ 26.92% |
$873K - $926K
|
167K
$3.74M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35KNew |
$866K - $919K
|
35K
$787K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
34.8K+ 4.83% |
$859K - $911K
|
754K
$16.9M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
32.4KNew |
$801K - $850K
|
32.4K
$728K
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
32.1K+ 14.55% |
$794K - $843K
|
253K
$5.69M
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
32K+ 12.42% |
$792K - $840K
|
290K
$6.52M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32K+ 6.55% |
$790K - $838K
|
520K
$11.7M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.4K+ 19.35% |
$775K - $823K
|
194K
$4.35M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
30.2KNew |
$745K - $791K
|
30.2K
$678K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29.9KNew |
$740K - $785K
|
29.9K
$673K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.6K+ 197.32% |
$730K - $775K
|
44.5K
$1M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
29.5K+ 35.41% |
$729K - $773K
|
113K
$2.53M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
29.1K+ 12.43% |
$720K - $764K
|
264K
$5.92M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
29.1K+ 24.6% |
$718K - $762K
|
147K
$3.31M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
28.2K+ 3.91% |
$698K - $740K
|
751K
$16.9M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.1KNew |
$694K - $736K
|
28.1K
$631K
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
27.9K+ 2.32% |
$689K - $731K
|
1.23M
$27.6M
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
26.9KNew |
$664K - $705K
|
26.9K
$604K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26.8K+ 9.52% |
$663K - $703K
|
309K
$6.94M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
25.7K+ 11.14% |
$635K - $674K
|
256K
$5.76M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
25.5K+ 560.95% |
$629K - $668K
|
30K
$674K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25.3K+ 20.28% |
$625K - $663K
|
150K
$3.37M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.2K+ 29.03% |
$622K - $660K
|
112K
$2.51M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
24.9KNew |
$615K - $652K
|
24.9K
$559K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.7K+ 14.59% |
$611K - $649K
|
194K
$4.37M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
24.5K+ 19.64% |
$606K - $643K
|
149K
$3.36M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24.2K+ 2.79% |
$599K - $635K
|
891K
$20M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.2K+ 10.92% |
$599K - $635K
|
246K
$5.53M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
24KNew |
$593K - $629K
|
24K
$539K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
23.9K+ 71.39% |
$589K - $625K
|
57.3K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.4KNew |
$554K - $588K
|
22.4K
$504K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.4K+ 35.58% |
$553K - $586K
|
85.2K
$1.91M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22K+ 218.8% |
$545K - $578K
|
32.1K
$722K
|