Purchases and Sales Made in Q3 2022 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 2022. 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 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
309K+ 23.14% |
$6.97M - $7.52M
|
1.64M
$36.9M
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
306K+ 31.11% |
$6.91M - $7.45M
|
1.29M
$29M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
291KNew |
$6.56M - $7.08M
|
291K
$6.53M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
290K+ 56.15% |
$6.55M - $7.07M
|
807K
$18.1M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
275K+ 37.33% |
$6.22M - $6.71M
|
1.01M
$22.7M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
263K+ 37.46% |
$5.94M - $6.41M
|
965K
$21.7M
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
250KNew |
$5.65M - $6.1M
|
250K
$5.62M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
244K+ 173.03% |
$5.51M - $5.94M
|
385K
$8.64M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
238KNew |
$5.38M - $5.81M
|
238K
$5.36M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
231K+ 28.84% |
$5.22M - $5.63M
|
1.03M
$23.2M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
206KNew |
$4.65M - $5.02M
|
206K
$4.63M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
200K+ 92.46% |
$4.53M - $4.88M
|
417K
$9.37M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
199K+ 1393.3% |
$4.49M - $4.84M
|
213K
$4.78M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
195K+ 24.33% |
$4.41M - $4.76M
|
998K
$22.4M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
194K+ 60.79% |
$4.37M - $4.72M
|
512K
$11.5M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
193KNew |
$4.36M - $4.71M
|
193K
$4.34M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
191K+ 44.45% |
$4.32M - $4.66M
|
622K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
190K+ 13.32% |
$4.29M - $4.63M
|
1.62M
$36.3M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
188K+ 13.87% |
$4.24M - $4.57M
|
1.54M
$34.6M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
188K+ 27.91% |
$4.24M - $4.57M
|
860K
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
186K+ 127.97% |
$4.2M - $4.53M
|
331K
$7.44M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
175K+ 52.11% |
$3.94M - $4.25M
|
510K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
172K+ 25.99% |
$3.87M - $4.18M
|
831K
$18.7M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166K+ 62.53% |
$3.74M - $4.03M
|
430K
$9.67M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
159K+ 42.13% |
$3.59M - $3.87M
|
536K
$12M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158K+ 1147.3% |
$3.58M - $3.86M
|
172K
$3.87M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
157K+ 30.62% |
$3.55M - $3.83M
|
670K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
155KNew |
$3.5M - $3.78M
|
155K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 8.23% |
$3.44M - $3.71M
|
2.01M
$45M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
151K+ 48.8% |
$3.42M - $3.69M
|
462K
$10.4M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
143K+ 23.01% |
$3.23M - $3.49M
|
765K
$17.2M
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
142KNew |
$3.2M - $3.46M
|
142K
$3.19M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
141K+ 13.72% |
$3.17M - $3.42M
|
1.16M
$26.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
140KNew |
$3.15M - $3.4M
|
140K
$3.14M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
137KNew |
$3.09M - $3.33M
|
137K
$3.07M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
131K+ 180.32% |
$2.96M - $3.19M
|
204K
$4.57M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128KNew |
$2.9M - $3.13M
|
128K
$2.88M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
128KNew |
$2.88M - $3.11M
|
128K
$2.87M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118K+ 30.29% |
$2.66M - $2.87M
|
506K
$11.4M
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
113KNew |
$2.55M - $2.75M
|
113K
$2.53M
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
112K+ 593.91% |
$2.54M - $2.74M
|
131K
$2.95M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111K+ 35.98% |
$2.5M - $2.7M
|
418K
$9.39M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106K+ 24.53% |
$2.4M - $2.59M
|
539K
$12.1M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
103KNew |
$2.33M - $2.52M
|
103K
$2.32M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
103K+ 76.83% |
$2.33M - $2.51M
|
238K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102K+ 66.59% |
$2.31M - $2.49M
|
255K
$5.74M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
102KNew |
$2.3M - $2.48M
|
102K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
99.5K+ 4.02% |
$2.25M - $2.42M
|
2.58M
$57.9M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
96.5K+ 53.58% |
$2.18M - $2.35M
|
277K
$6.22M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
96.5K+ 324.85% |
$2.18M - $2.35M
|
126K
$2.83M
|