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
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-194K- 91.39% |
$4.38M - $4.49M
|
18.3K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-195K- 14.55% |
$4.38M - $4.5M
|
1.14M
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-195K- 41.67% |
$4.4M - $4.51M
|
273K
$6.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-272K- 77.74% |
$6.11M - $6.27M
|
77.8K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-346K- 12.86% |
$7.78M - $7.97M
|
2.34M
$52.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-405K- 94.67% |
$9.12M - $9.35M
|
22.8K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-447K- 60.3% |
$10.1M - $10.3M
|
295K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-455K- 3.58% |
$10.2M - $10.5M
|
12.2M
$275M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-621K- 96.16% |
$14M - $14.3M
|
24.8K
$557K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-661K- 27.05% |
$14.9M - $15.3M
|
1.78M
$40M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-678K- 99.0% |
$15.3M - $15.7M
|
6.84K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-755K- 26.66% |
$17M - $17.4M
|
2.08M
$46.7M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-783K- 86.61% |
$17.6M - $18.1M
|
121K
$2.72M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-858K- 5.98% |
$19.3M - $19.8M
|
13.5M
$303M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.14M- 58.25% |
$25.7M - $26.3M
|
818K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14M- 72.69% |
$25.7M - $26.4M
|
429K
$9.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.2M- 58.84% |
$27.1M - $27.8M
|
842K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.6M- 17.9% |
$36M - $36.9M
|
7.34M
$165M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.76M- 92.71% |
$62.1M - $63.7M
|
217K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.32M- 74.98% |
$74.6M - $76.5M
|
1.11M
$24.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.79M- 34.07% |
$85.4M - $87.6M
|
7.34M
$165M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.1M- 96.95% |
$296M - $303M
|
413K
$9.28M
|