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 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.4K- 35.77% |
$459K - $471K
|
36.6K
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-20.7K- 85.67% |
$467K - $479K
|
3.47K
$78K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-20.8K- 48.81% |
$467K - $479K
|
21.8K
$489K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21K- 19.76% |
$472K - $484K
|
85.1K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.4K- 6.17% |
$482K - $494K
|
326K
$7.32M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22.5K- 10.84% |
$506K - $519K
|
185K
$4.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-22.5K- 23.16% |
$507K - $520K
|
74.7K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23K- 30.35% |
$517K - $530K
|
52.7K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-23K- 41.74% |
$518K - $531K
|
32.1K
$721K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-23.9K- 39.64% |
$538K - $551K
|
36.4K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24.2K- 19.26% |
$545K - $558K
|
101K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24.4K- 20.91% |
$548K - $562K
|
92.1K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-24.8K- 37.13% |
$558K - $572K
|
42K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24.9K- 26.28% |
$560K - $574K
|
69.8K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-30.4K- 46.53% |
$685K - $702K
|
34.9K
$785K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-33K- 19.83% |
$742K - $761K
|
133K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-33.8K- 54.17% |
$760K - $779K
|
28.6K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-34.1K- 44.7% |
$768K - $788K
|
42.2K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.6K- 2.3% |
$801K - $821K
|
1.51M
$34M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38.5K- 79.49% |
$868K - $890K
|
9.95K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.6K- 9.05% |
$959K - $983K
|
428K
$9.62M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-42.9K- 29.45% |
$967K - $991K
|
103K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43.1K- 52.69% |
$969K - $994K
|
38.7K
$869K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46.9K- 53.52% |
$1.06M - $1.08M
|
40.7K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-50.8K- 30.89% |
$1.14M - $1.17M
|
114K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-50.9K- 57.79% |
$1.15M - $1.18M
|
37.2K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52.7KClosed |
$1.19M - $1.22M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.3K- 11.65% |
$1.22M - $1.25M
|
412K
$9.25M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55K- 7.42% |
$1.24M - $1.27M
|
686K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-59.9K- 7.6% |
$1.35M - $1.38M
|
729K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-68.7K- 2.53% |
$1.55M - $1.59M
|
2.65M
$59.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.6K- 4.75% |
$1.57M - $1.61M
|
1.4M
$31.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69.7K- 88.26% |
$1.57M - $1.61M
|
9.27K
$208K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-73.2K- 33.77% |
$1.65M - $1.69M
|
143K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-75.7K- 41.1% |
$1.7M - $1.75M
|
109K
$2.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-75.8K- 65.75% |
$1.71M - $1.75M
|
39.5K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-85.7K- 1.03% |
$1.93M - $1.98M
|
8.22M
$185M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-86.5K- 54.06% |
$1.95M - $2M
|
73.5K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-87.7K- 90.33% |
$1.97M - $2.02M
|
9.39K
$211K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-89K- 27.01% |
$2M - $2.05M
|
241K
$5.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-92K- 8.18% |
$2.07M - $2.12M
|
1.03M
$23.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-102K- 15.0% |
$2.29M - $2.35M
|
576K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-118K- 5.49% |
$2.65M - $2.72M
|
2.03M
$45.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-122K- 7.07% |
$2.74M - $2.81M
|
1.6M
$36M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-126K- 1.6% |
$2.84M - $2.91M
|
7.75M
$174M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133K- 43.59% |
$2.99M - $3.06M
|
172K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-135K- 30.51% |
$3.05M - $3.12M
|
308K
$6.93M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-140K- 56.07% |
$3.14M - $3.22M
|
109K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-146K- 2.5% |
$3.28M - $3.37M
|
5.7M
$128M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-159K- 75.98% |
$3.59M - $3.68M
|
50.4K
$1.13M
|