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 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
92.6K+ 25.36% |
$2.09M - $2.26M
|
458K
$10.4M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
91.6KNew |
$2.07M - $2.23M
|
91.6K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
89.6K+ 17.78% |
$2.02M - $2.18M
|
593K
$13.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.2K+ 21.17% |
$1.92M - $2.08M
|
488K
$11M
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
84K+ 50.59% |
$1.9M - $2.05M
|
250K
$5.66M
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
83K+ 20.86% |
$1.87M - $2.02M
|
481K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
82.6KNew |
$1.86M - $2.01M
|
82.6K
$1.87M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.6K+ 22.05% |
$1.82M - $1.96M
|
446K
$10.1M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
79.3K+ 559.51% |
$1.79M - $1.93M
|
93.5K
$2.12M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
76.2K+ 1.5% |
$1.72M - $1.86M
|
5.17M
$117M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
75.5K+ 37.99% |
$1.7M - $1.84M
|
274K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
74.6K+ 13.91% |
$1.68M - $1.82M
|
611K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.3K+ 1.99% |
$1.63M - $1.76M
|
3.7M
$83.6M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71.5K+ 50.89% |
$1.61M - $1.74M
|
212K
$4.8M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
69K+ 35.59% |
$1.56M - $1.68M
|
263K
$5.95M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
67.5K+ 31.17% |
$1.52M - $1.64M
|
284K
$6.43M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
64.8K+ 45.47% |
$1.46M - $1.58M
|
207K
$4.69M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
64.6K+ 35.33% |
$1.46M - $1.57M
|
247K
$5.6M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.8KNew |
$1.44M - $1.55M
|
63.8K
$1.44M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
63.5KNew |
$1.43M - $1.55M
|
63.5K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
63.2K+ 9.67% |
$1.43M - $1.54M
|
716K
$16.2M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63.1K+ 26.14% |
$1.43M - $1.54M
|
305K
$6.89M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
62.8K+ 24.2% |
$1.42M - $1.53M
|
322K
$7.29M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
59.6K+ 148.34% |
$1.35M - $1.45M
|
99.8K
$2.26M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56.3K+ 38.64% |
$1.27M - $1.37M
|
202K
$4.57M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55.2K+ 630.65% |
$1.25M - $1.34M
|
63.9K
$1.45M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
54.7K+ 19.72% |
$1.23M - $1.33M
|
332K
$7.51M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
54.2K+ 22.47% |
$1.22M - $1.32M
|
295K
$6.68M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.7K+ 15.82% |
$1.21M - $1.31M
|
393K
$8.89M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.4K+ 42.0% |
$1.2M - $1.3M
|
180K
$4.08M
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
52.6K+ 60.88% |
$1.19M - $1.28M
|
139K
$3.14M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
52.4K+ 232.98% |
$1.18M - $1.28M
|
74.9K
$1.69M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
51.5K+ 23.35% |
$1.16M - $1.26M
|
272K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 12.84% |
$1.16M - $1.25M
|
452K
$10.2M
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
51.4K+ 19.92% |
$1.16M - $1.25M
|
310K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
49K+ 21.32% |
$1.11M - $1.19M
|
279K
$6.31M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
48.8KNew |
$1.1M - $1.19M
|
48.8K
$1.1M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.7K+ 434.45% |
$1.1M - $1.19M
|
59.9K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
48.3K+ 15.66% |
$1.09M - $1.18M
|
357K
$8.07M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
44.4K+ 190.81% |
$1M - $1.08M
|
67.6K
$1.53M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43.9K+ 17.8% |
$992K - $1.07M
|
291K
$6.58M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
43.1K+ 29.47% |
$974K - $1.05M
|
189K
$4.29M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
41.7KNew |
$941K - $1.02M
|
41.7K
$943K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
41.2K+ 13.54% |
$930K - $1M
|
346K
$7.82M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
38K+ 39.64% |
$858K - $926K
|
134K
$3.03M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
37.4K+ 85.38% |
$844K - $911K
|
81.2K
$1.84M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
37.4K+ 37.04% |
$844K - $910K
|
138K
$3.13M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36.6K+ 26.12% |
$825K - $890K
|
176K
$3.99M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
34.8K+ 107.5% |
$786K - $848K
|
67.2K
$1.52M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
34.6K+ 31.32% |
$780K - $842K
|
145K
$3.28M
|