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 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.3K- 17.68% |
$560K - $576K
|
118K
$2.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-26.5K- 84.58% |
$587K - $604K
|
4.84K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-28.6K- 30.0% |
$632K - $650K
|
66.7K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-28.8K- 21.62% |
$637K - $656K
|
104K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30.1K- 48.29% |
$665K - $684K
|
32.2K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-31.1K- 1.33% |
$689K - $708K
|
2.31M
$52.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-31.2K- 30.34% |
$690K - $710K
|
71.6K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-31.8K- 0.58% |
$704K - $724K
|
5.47M
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-33.4K- 29.42% |
$739K - $760K
|
80.2K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-34.4K- 12.58% |
$761K - $783K
|
239K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.1K- 8.4% |
$797K - $820K
|
393K
$8.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-38.3K- 47.12% |
$848K - $872K
|
43K
$973K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-39.2K- 5.32% |
$866K - $891K
|
697K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-40.1K- 16.66% |
$887K - $912K
|
201K
$4.54M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.6K- 48.5% |
$898K - $923K
|
43.1K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-41.2K- 30.44% |
$911K - $937K
|
94.1K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-42.5K- 23.0% |
$941K - $968K
|
142K
$3.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-43.4K- 16.26% |
$961K - $988K
|
224K
$5.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-46K- 91.26% |
$1.02M - $1.05M
|
4.4K
$99.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.7K- 2.14% |
$1.06M - $1.09M
|
2.19M
$49.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-52K- 25.91% |
$1.15M - $1.18M
|
149K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-52.3K- 53.96% |
$1.16M - $1.19M
|
44.6K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-52.3K- 1.11% |
$1.16M - $1.19M
|
4.65M
$105M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-53.8K- 18.25% |
$1.19M - $1.22M
|
241K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-53.9K- 91.67% |
$1.19M - $1.23M
|
4.89K
$111K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-56.1K- 56.09% |
$1.24M - $1.28M
|
43.9K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-56.4K- 3.11% |
$1.25M - $1.28M
|
1.76M
$39.7M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-56.5K- 14.32% |
$1.25M - $1.28M
|
338K
$7.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-58.9K- 11.37% |
$1.3M - $1.34M
|
459K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-59.6K- 30.0% |
$1.32M - $1.36M
|
139K
$3.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-64.3K- 53.12% |
$1.42M - $1.46M
|
56.8K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-69.4K- 24.13% |
$1.54M - $1.58M
|
218K
$4.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.6K- 3.54% |
$1.63M - $1.67M
|
2M
$45.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-75.2K- 2.63% |
$1.66M - $1.71M
|
2.79M
$63.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-79.1K- 28.7% |
$1.75M - $1.8M
|
196K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-81.1K- 89.19% |
$1.79M - $1.85M
|
9.83K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-87.4K- 81.29% |
$1.93M - $1.99M
|
20.1K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-97.7K- 28.14% |
$2.16M - $2.22M
|
250K
$5.65M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-104K- 34.0% |
$2.29M - $2.36M
|
201K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-105K- 84.1% |
$2.33M - $2.4M
|
19.9K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-107K- 10.64% |
$2.37M - $2.44M
|
900K
$20.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-107K- 6.03% |
$2.38M - $2.44M
|
1.67M
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113K- 57.86% |
$2.49M - $2.56M
|
82.1K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-113K- 5.59% |
$2.51M - $2.58M
|
1.91M
$43.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-121K- 17.57% |
$2.67M - $2.74M
|
566K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-144K- 38.89% |
$3.18M - $3.27M
|
226K
$5.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-147K- 24.84% |
$3.26M - $3.35M
|
446K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-189K- 5.38% |
$4.18M - $4.3M
|
3.32M
$75.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-231K- 2.34% |
$5.11M - $5.25M
|
9.62M
$218M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-254K- 24.63% |
$5.63M - $5.79M
|
778K
$17.6M
|