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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2KClosed |
$323K - $329K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-12.2K- 90.55% |
$324K - $330K
|
1.28K
$28.7K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12.3KClosed |
$327K - $333K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.4K- 21.61% |
$328K - $334K
|
44.9K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-12.4KClosed |
$328K - $334K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.5K- 7.77% |
$331K - $337K
|
148K
$3.34M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8KClosed |
$340K - $346K
|
0
$0
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-12.9K- 25.6% |
$340K - $347K
|
37.4K
$840K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.5K- 16.07% |
$358K - $364K
|
70.5K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.9K- 30.4% |
$395K - $403K
|
34.2K
$768K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-15K- 5.16% |
$396K - $404K
|
275K
$6.18M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.5KClosed |
$409K - $417K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.6KClosed |
$413K - $421K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.8K- 5.09% |
$417K - $425K
|
294K
$6.61M
|
|
Nov 15, 2021
Q3 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-16.8K- 45.16% |
$445K - $453K
|
20.4K
$458K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-16.8KClosed |
$446K - $454K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.9K- 11.18% |
$447K - $455K
|
134K
$3.01M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-17.1K- 40.08% |
$454K - $463K
|
25.6K
$576K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 3.5% |
$470K - $479K
|
490K
$11M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 27.52% |
$483K - $491K
|
48K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 7.32% |
$487K - $496K
|
233K
$5.23M
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.9K- 50.0% |
$501K - $511K
|
18.9K
$425K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-19K- 20.35% |
$504K - $514K
|
74.5K
$1.67M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-20K- 2.51% |
$530K - $540K
|
777K
$17.5M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-20.5KClosed |
$542K - $552K
|
0
$0
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-20.9K- 56.74% |
$554K - $564K
|
16K
$359K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-23.2K- 36.57% |
$614K - $626K
|
40.2K
$904K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-23.3K- 39.9% |
$616K - $627K
|
35K
$787K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-23.3K- 29.59% |
$618K - $629K
|
55.5K
$1.25M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-23.6KClosed |
$624K - $636K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-24K- 30.16% |
$635K - $647K
|
55.5K
$1.25M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-24.4K- 84.98% |
$646K - $658K
|
4.32K
$97K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25.7K- 21.05% |
$681K - $693K
|
96.4K
$2.17M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.1K- 18.28% |
$691K - $704K
|
117K
$2.62M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.1K- 18.28% |
$691K - $704K
|
117K
$2.62M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26.9K- 22.95% |
$712K - $725K
|
90.2K
$2.03M
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-27.3K- 8.46% |
$722K - $735K
|
295K
$6.63M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-27.5K- 22.41% |
$727K - $740K
|
95.1K
$2.14M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.8K- 12.57% |
$736K - $750K
|
193K
$4.34M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.4K- 13.89% |
$753K - $767K
|
176K
$3.96M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.7KClosed |
$760K - $774K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 78.81% |
$770K - $784K
|
7.82K
$176K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.8KClosed |
$789K - $803K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-29.9K- 17.94% |
$792K - $806K
|
137K
$3.07M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-31.5K- 55.74% |
$834K - $849K
|
25K
$562K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33.7K- 9.31% |
$892K - $909K
|
328K
$7.38M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-36.4K- 0.58% |
$963K - $981K
|
6.19M
$139M
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-38K- 34.99% |
$1.01M - $1.02M
|
70.6K
$1.59M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-39.4K- 17.27% |
$1.04M - $1.06M
|
189K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39.5K- 27.85% |
$1.05M - $1.07M
|
102K
$2.3M
|