Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.5M+ 1764.57% |
$2.08B - $2.14B
|
97.8M
$2.2B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.25M+ 9.24% |
$95.6M - $98M
|
50.2M
$1.13B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.99M+ 1.11% |
$89.7M - $92M
|
363M
$8.15B
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.48M+ 15.82% |
$78.2M - $80.2M
|
25.4M
$571M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77M+ 671.7% |
$62.3M - $63.8M
|
3.18M
$71.4M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.6MNew |
$58.5M - $60M
|
2.6M
$58.4M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.57MNew |
$58M - $59.4M
|
2.57M
$57.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.33M+ 4.17% |
$52.4M - $53.7M
|
58.2M
$1.31B
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.75M+ 6.95% |
$39.4M - $40.4M
|
26.9M
$605M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.73M+ 2094.44% |
$39M - $39.9M
|
1.81M
$40.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26M+ 128.61% |
$28.3M - $29M
|
2.23M
$50.2M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.21M+ 19.31% |
$27.3M - $28M
|
7.5M
$168M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.18M+ 43.06% |
$26.5M - $27.2M
|
3.91M
$87.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17M+ 1176.01% |
$26.3M - $27M
|
1.27M
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
901K+ 34.49% |
$20.3M - $20.8M
|
3.51M
$78.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
885K+ 4.45% |
$19.9M - $20.4M
|
20.8M
$466M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
847K+ 11.47% |
$19.1M - $19.6M
|
8.23M
$185M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
800K+ 8.04% |
$18M - $18.5M
|
10.7M
$241M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
782K+ 36.33% |
$17.6M - $18.1M
|
2.94M
$65.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
741K+ 75.12% |
$16.7M - $17.1M
|
1.73M
$38.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
721K+ 639.73% |
$16.2M - $16.6M
|
834K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
717KNew |
$16.1M - $16.6M
|
717K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
704K+ 14.22% |
$15.9M - $16.3M
|
5.66M
$127M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
703K+ 61.53% |
$15.8M - $16.2M
|
1.85M
$41.5M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
647K+ 12.97% |
$14.6M - $14.9M
|
5.64M
$127M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
609K+ 15.45% |
$13.7M - $14.1M
|
4.55M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607K+ 922.45% |
$13.7M - $14M
|
673K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
535KNew |
$12M - $12.3M
|
535K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
397K+ 445.29% |
$8.93M - $9.15M
|
486K
$10.9M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
392K+ 124.1% |
$8.83M - $9.05M
|
708K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 1.81% |
$8.28M - $8.49M
|
20.8M
$466M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 1.81% |
$8.28M - $8.49M
|
20.8M
$466M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
345K+ 5.87% |
$7.76M - $7.95M
|
6.22M
$140M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
319K+ 10.69% |
$7.19M - $7.37M
|
3.31M
$74.3M
|
|
|
May 03, 2024
Q1 2024
|
Peavine Capital, LLC
|
BUY
|
- |
294K+ 3.08% |
$6.61M - $6.78M
|
9.85M
$221M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
290K+ 3649.05% |
$6.53M - $6.69M
|
298K
$6.69M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
277K+ 10.66% |
$6.23M - $6.38M
|
2.87M
$64.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
273K+ 6.96% |
$6.15M - $6.3M
|
4.19M
$94.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
272K+ 1.63% |
$6.13M - $6.28M
|
16.9M
$380M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
268K+ 5.7% |
$6.04M - $6.19M
|
4.97M
$112M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
255K+ 40.98% |
$5.74M - $5.88M
|
877K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
252K+ 136.43% |
$5.66M - $5.81M
|
436K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
246K+ 24.23% |
$5.53M - $5.67M
|
1.26M
$28.3M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
242K+ 10.05% |
$5.45M - $5.59M
|
2.65M
$59.5M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
238K+ 5.34% |
$5.37M - $5.5M
|
4.7M
$106M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
233K+ 43.9% |
$5.25M - $5.38M
|
765K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
227KNew |
$5.11M - $5.24M
|
227K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
226K+ 168.23% |
$5.08M - $5.21M
|
360K
$8.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212K+ 39.18% |
$4.76M - $4.88M
|
752K
$16.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
211KNew |
$4.75M - $4.87M
|
211K
$4.74M
|