Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.75K+ 0.3% |
$46.4K - $47.2K
|
590K
$13.3M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1.68K+ 13.92% |
$44.6K - $45.4K
|
13.8K
$309K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.57K+ 1164.44% |
$41.6K - $42.4K
|
1.71K
$38.4K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.52K+ 19.99% |
$40.3K - $41K
|
9.14K
$205K
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.43K+ 15.59% |
$37.9K - $38.6K
|
10.6K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.42KNew |
$37.7K - $38.4K
|
1.42K
$32K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.3KNew |
$34.5K - $35.1K
|
1.3K
$29.2K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.18K+ 13.51% |
$31.3K - $31.9K
|
9.93K
$223K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.14K+ 0.41% |
$30.2K - $30.7K
|
279K
$6.28M
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
982+ 0.27% |
$26K - $26.5K
|
370K
$8.31M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
965+ 1.75% |
$25.6K - $26K
|
56K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
949+ 6.87% |
$25.1K - $25.6K
|
14.8K
$332K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
934+ 1.28% |
$24.7K - $25.2K
|
74.1K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
900New |
$23.8K - $24.3K
|
900
$20.2K
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
BUY
|
- |
858+ 0.26% |
$22.7K - $23.1K
|
325K
$7.3M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
811+ 39.83% |
$21.5K - $21.9K
|
2.85K
$64K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
791+ 0.35% |
$20.9K - $21.3K
|
230K
$5.17M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
771New |
$20.4K - $20.8K
|
771
$17.3K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
742+ 6.69% |
$19.6K - $20K
|
11.8K
$266K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
707+ 1.89% |
$18.7K - $19.1K
|
38.1K
$855K
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
697+ 6.71% |
$18.5K - $18.8K
|
11.1K
$249K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
634+ 1.32% |
$16.8K - $17.1K
|
48.6K
$1.09M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
628+ 8.0% |
$16.6K - $16.9K
|
8.48K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
610+ 5.29% |
$16.2K - $16.5K
|
12.1K
$273K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
578+ 1.45% |
$15.3K - $15.6K
|
40.4K
$907K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
555+ 5.35% |
$14.7K - $15K
|
10.9K
$246K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
539New |
$14.3K - $14.5K
|
539
$12.1K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
523+ 3.4% |
$13.8K - $14.1K
|
15.9K
$357K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
490+ 30.19% |
$13K - $13.2K
|
2.11K
$47.5K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
462+ 173.03% |
$12.2K - $12.5K
|
729
$16.4K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
458+ 29.55% |
$12.1K - $12.4K
|
2.01K
$45.1K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
443+ 0.96% |
$11.7K - $11.9K
|
46.6K
$1.05M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
422+ 1.37% |
$11.2K - $11.4K
|
31.1K
$700K
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
401+ 40.3% |
$10.6K - $10.8K
|
1.4K
$31.4K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
367New |
$9.72K - $9.9K
|
367
$8.25K
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
320+ 12.67% |
$8.47K - $8.63K
|
2.85K
$63.9K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
303+ 3.38% |
$8.02K - $8.17K
|
9.27K
$208K
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
300+ 2.44% |
$7.94K - $8.09K
|
12.6K
$283K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
271New |
$7.18K - $7.31K
|
271
$6.09K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
265New |
$7.02K - $7.15K
|
265
$5.95K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
248+ 1.85% |
$6.57K - $6.69K
|
13.6K
$306K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
248+ 1.85% |
$6.57K - $6.69K
|
13.6K
$306K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
236+ 1.27% |
$6.25K - $6.36K
|
18.8K
$423K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
180New |
$4.77K - $4.85K
|
180
$4.04K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
166+ 5.12% |
$4.4K - $4.48K
|
3.41K
$76.6K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
159+ 993.75% |
$4.21K - $4.29K
|
175
$3.93K
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
125New |
$3.31K - $3.37K
|
125
$2.81K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
117New |
$3.1K - $3.16K
|
117
$2.63K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
107+ 93.04% |
$2.83K - $2.89K
|
222
$4.99K
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
66+ 0.25% |
$1.75K - $1.78K
|
26.2K
$589K
|