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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.82K+ 42.3% |
$131K - $134K
|
19.6K
$440K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5.6KNew |
$126K - $129K
|
5.6K
$126K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
5.52K+ 6.94% |
$124K - $127K
|
85K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.51K+ 6.27% |
$124K - $127K
|
93.4K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.47K+ 199.38% |
$123K - $126K
|
8.22K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.35K+ 16.32% |
$120K - $123K
|
38.1K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.32K+ 13.34% |
$120K - $123K
|
45.2K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.24K+ 20.4% |
$118K - $121K
|
30.9K
$694K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.09K+ 14.92% |
$115K - $117K
|
39.2K
$881K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.7K+ 19.41% |
$106K - $108K
|
28.9K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.58K+ 10.16% |
$103K - $106K
|
49.6K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.55KNew |
$102K - $105K
|
4.55K
$102K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.45K+ 8.4% |
$100K - $103K
|
57.4K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.42K+ 6.82% |
$99.4K - $102K
|
69.1K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.09K+ 35.75% |
$92K - $94.3K
|
15.5K
$348K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
4K+ 5.02% |
$90.1K - $92.3K
|
83.7K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 3.13% |
$90K - $92.3K
|
132K
$2.96M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.97K+ 0.5% |
$89.3K - $91.5K
|
789K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.91K+ 11.73% |
$88.1K - $90.3K
|
37.3K
$837K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.86K+ 17.5% |
$86.8K - $89K
|
25.9K
$582K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.72K+ 7.66% |
$83.6K - $85.7K
|
52.2K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.69K+ 32.07% |
$83K - $85.1K
|
15.2K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.68K+ 11.73% |
$82.8K - $84.9K
|
35.1K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.6K+ 246.54% |
$81K - $83K
|
5.06K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.59KNew |
$80.8K - $82.8K
|
3.59K
$80.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.53KNew |
$79.5K - $81.5K
|
3.53K
$79.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.52K+ 0.85% |
$79.1K - $81.1K
|
416K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.41K+ 0.7% |
$76.8K - $78.8K
|
493K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
3.36K+ 15.45% |
$75.5K - $77.4K
|
25.1K
$563K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34K+ 15.16% |
$75.1K - $77K
|
25.3K
$569K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 14.11% |
$74.5K - $76.4K
|
26.8K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.1K+ 11.61% |
$69.7K - $71.5K
|
29.8K
$669K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.06K+ 0.48% |
$68.8K - $70.6K
|
636K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.03K+ 1.6% |
$68.3K - $70K
|
192K
$4.32M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 2478.99% |
$66.4K - $68.1K
|
3.07K
$68.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
2.89K+ 0.74% |
$65.1K - $66.8K
|
394K
$8.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.88K+ 1.34% |
$64.9K - $66.6K
|
218K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.73KNew |
$61.5K - $63K
|
2.73K
$61.3K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.7K+ 15.22% |
$60.9K - $62.4K
|
20.5K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.68K+ 0.8% |
$60.3K - $61.8K
|
338K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.64K+ 2.62% |
$59.5K - $61K
|
103K
$2.32M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.59KNew |
$58.3K - $59.8K
|
2.59K
$58.2K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.55K+ 0.8% |
$57.5K - $58.9K
|
320K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.55KNew |
$57.3K - $58.8K
|
2.55K
$57.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.53KNew |
$57K - $58.5K
|
2.53K
$56.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.41KNew |
$54.3K - $55.7K
|
2.41K
$54.2K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.41K+ 22.21% |
$54.1K - $55.5K
|
13.2K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.35K+ 6.72% |
$52.9K - $54.2K
|
37.3K
$837K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.27K+ 38.84% |
$51.1K - $52.4K
|
8.12K
$182K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.17K+ 20.9% |
$48.8K - $50K
|
12.5K
$282K
|