Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.54M+ 33.56% |
$189M - $194M
|
34M
$761M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.2M+ 14.35% |
$159M - $164M
|
57.4M
$1.28B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.44M+ 6.59% |
$143M - $147M
|
104M
$2.33B
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.7M+ 1.57% |
$126M - $130M
|
369M
$8.25B
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.86MNew |
$108M - $111M
|
4.86M
$109M
|
|
|
Jul 09, 2024
Q2 2024
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
3.72MNew |
$82.3M - $84.7M
|
3.72M
$83.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.99M+ 166201.89% |
$66.1M - $68M
|
2.99M
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.57MNew |
$56.9M - $58.5M
|
2.57M
$57.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.35M+ 212.57% |
$52M - $53.5M
|
3.46M
$77.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.22M+ 16.3% |
$27M - $27.8M
|
8.72M
$195M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.13M+ 4.19% |
$25M - $25.7M
|
28.1M
$628M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
998K+ 130.46% |
$22.1M - $22.7M
|
1.76M
$39.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
957K+ 13.03% |
$21.2M - $21.8M
|
8.3M
$186M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
942K+ 35.54% |
$20.8M - $21.4M
|
3.59M
$80.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
842K+ 4.97% |
$18.6M - $19.2M
|
17.8M
$398M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
674K+ 11.96% |
$14.9M - $15.3M
|
6.31M
$141M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
626K+ 297.74% |
$13.9M - $14.2M
|
837K
$18.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
587K+ 18.47% |
$13M - $13.4M
|
3.76M
$84.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
579K+ 31.37% |
$12.8M - $13.2M
|
2.42M
$54.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
549K+ 43.59% |
$12.1M - $12.5M
|
1.81M
$40.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
511K+ 171.66% |
$11.3M - $11.6M
|
809K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
486KNew |
$10.8M - $11.1M
|
486K
$10.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
450K+ 45.4% |
$9.95M - $10.2M
|
1.44M
$32.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
388K+ 82.05% |
$8.57M - $8.82M
|
860K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
374K+ 37.11% |
$8.27M - $8.51M
|
1.38M
$30.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
368K+ 3.43% |
$8.15M - $8.38M
|
11.1M
$249M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
350K+ 4.25% |
$7.74M - $7.96M
|
8.58M
$192M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
342K+ 340.69% |
$7.56M - $7.78M
|
442K
$9.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
337K+ 27.92% |
$7.45M - $7.66M
|
1.54M
$34.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
315K+ 18.24% |
$6.97M - $7.17M
|
2.04M
$45.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
302KNew |
$6.68M - $6.87M
|
302K
$6.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
302K+ 323.16% |
$6.68M - $6.87M
|
395K
$8.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
302K+ 109.32% |
$6.67M - $6.86M
|
578K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
292K+ 2.39% |
$6.47M - $6.65M
|
12.5M
$281M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
268K+ 4.73% |
$5.92M - $6.09M
|
5.93M
$133M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
254K+ 30.74% |
$5.62M - $5.78M
|
1.08M
$24.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
252K+ 13.52% |
$5.58M - $5.74M
|
2.12M
$47.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
252K+ 5.29% |
$5.57M - $5.72M
|
5M
$112M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
251K+ 8.72% |
$5.54M - $5.7M
|
3.12M
$69.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
246K+ 6.3% |
$5.45M - $5.61M
|
4.16M
$93.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
225KNew |
$4.97M - $5.11M
|
225K
$5.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
224KNew |
$4.95M - $5.1M
|
224K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
219K+ 3.9% |
$4.85M - $4.98M
|
5.84M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
210KNew |
$4.65M - $4.79M
|
210K
$4.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
207K+ 156.71% |
$4.58M - $4.71M
|
339K
$7.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
207K+ 13.73% |
$4.58M - $4.71M
|
1.71M
$38.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
206K+ 17.03% |
$4.56M - $4.68M
|
1.42M
$31.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
191K+ 33.1% |
$4.22M - $4.34M
|
767K
$17.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
183KNew |
$4.05M - $4.16M
|
183K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
167K+ 60.33% |
$3.7M - $3.81M
|
445K
$9.96M
|