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
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.9K+ 3.63% |
$396K - $407K
|
511K
$11.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.9KNew |
$396K - $407K
|
17.9K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
17.6K+ 3.07% |
$388K - $400K
|
590K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.5K+ 40.28% |
$387K - $398K
|
60.9K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
17KNew |
$377K - $387K
|
17K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
16.7K+ 13.36% |
$368K - $379K
|
141K
$3.2M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
16.4K+ 1.78% |
$363K - $373K
|
937K
$21.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15.1K+ 11.63% |
$333K - $343K
|
145K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14.8K+ 4.59% |
$327K - $336K
|
337K
$7.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$322K - $331K
|
14.6K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
14.5K+ 0.23% |
$321K - $330K
|
6.23M
$141M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
14.4K+ 4.27% |
$319K - $328K
|
353K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.3K+ 1887.85% |
$316K - $325K
|
15K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.2K+ 13.95% |
$313K - $322K
|
116K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 3.88% |
$309K - $317K
|
374K
$8.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13.7K+ 79.05% |
$303K - $311K
|
31K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
13.2KNew |
$293K - $301K
|
13.2K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.7K+ 3.52% |
$282K - $290K
|
374K
$8.47M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
12.7K+ 9.52% |
$281K - $289K
|
146K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
12.5K+ 3.16% |
$276K - $284K
|
407K
$9.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 1.15% |
$272K - $280K
|
1.08M
$24.4M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$272K - $280K
|
12.3K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$267K - $275K
|
12.1K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12KNew |
$265K - $273K
|
12K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.8KNew |
$260K - $268K
|
11.8K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
11.7KNew |
$259K - $267K
|
11.7K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
11.3KNew |
$250K - $257K
|
11.3K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1KNew |
$245K - $252K
|
11.1K
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11KNew |
$244K - $251K
|
11K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.8K+ 22.59% |
$240K - $247K
|
58.8K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.6K+ 6.29% |
$235K - $242K
|
180K
$4.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$232K - $239K
|
10.5K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.3KNew |
$229K - $235K
|
10.3K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.3K+ 12.08% |
$227K - $234K
|
95.4K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 34.21% |
$227K - $234K
|
40.3K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.2K+ 3.48% |
$226K - $232K
|
304K
$6.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.2K+ 14.69% |
$225K - $231K
|
79.3K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
10.1KNew |
$222K - $229K
|
10.1K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
10KNew |
$222K - $228K
|
10K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.99KNew |
$221K - $227K
|
9.99K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.94KNew |
$220K - $226K
|
9.94K
$225K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
9.94K+ 96.62% |
$220K - $226K
|
20.2K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.9KNew |
$219K - $225K
|
9.9K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.83K+ 4.49% |
$218K - $224K
|
229K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.61KNew |
$213K - $219K
|
9.61K
$217K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
9.52KNew |
$211K - $217K
|
9.52K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
9.43KNew |
$209K - $215K
|
9.43K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9.31KNew |
$206K - $212K
|
9.31K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.31K+ 2115.91% |
$206K - $212K
|
9.75K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.18K+ 44.82% |
$203K - $209K
|
29.6K
$671K
|