Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-55.7K- 66.15% |
$1.22M - $1.28M
|
28.5K
$640K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-55.7K- 59.21% |
$1.23M - $1.28M
|
38.4K
$862K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-58K- 46.7% |
$1.28M - $1.34M
|
66.2K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-61.1K- 74.75% |
$1.34M - $1.41M
|
20.6K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-61.5K- 84.51% |
$1.35M - $1.42M
|
11.3K
$253K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-61.6K- 54.34% |
$1.35M - $1.42M
|
51.8K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-64.5K- 68.02% |
$1.42M - $1.48M
|
30.3K
$681K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66K- 9.32% |
$1.45M - $1.52M
|
642K
$14.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68K- 91.15% |
$1.5M - $1.56M
|
6.6K
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-69.7K- 56.13% |
$1.53M - $1.6M
|
54.5K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-71.8K- 25.67% |
$1.58M - $1.65M
|
208K
$4.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-72K- 25.17% |
$1.58M - $1.66M
|
214K
$4.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73.4K- 45.64% |
$1.61M - $1.69M
|
87.5K
$1.97M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-75.7K- 78.44% |
$1.66M - $1.74M
|
20.8K
$467K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-76.9K- 58.03% |
$1.69M - $1.77M
|
55.6K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-78K- 40.9% |
$1.71M - $1.79M
|
113K
$2.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-78K- 47.42% |
$1.72M - $1.79M
|
86.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-78.5K- 19.35% |
$1.73M - $1.81M
|
327K
$7.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-81.2K- 23.81% |
$1.78M - $1.87M
|
260K
$5.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-81.3K- 48.49% |
$1.79M - $1.87M
|
86.3K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-81.6K- 68.98% |
$1.79M - $1.88M
|
36.7K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-83.3K- 70.54% |
$1.83M - $1.92M
|
34.8K
$782K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-83.5K- 48.6% |
$1.84M - $1.92M
|
88.4K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-84.1K- 83.25% |
$1.85M - $1.94M
|
16.9K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.8K- 5.59% |
$2.02M - $2.11M
|
1.55M
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-92.3K- 10.25% |
$2.03M - $2.12M
|
808K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-96.5K- 3.14% |
$2.12M - $2.22M
|
2.98M
$66.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-96.6K- 38.01% |
$2.13M - $2.22M
|
158K
$3.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97.2K- 63.05% |
$2.14M - $2.24M
|
57K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.9K- 14.0% |
$2.15M - $2.25M
|
601K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-98.3K- 98.37% |
$2.16M - $2.26M
|
1.63K
$36.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-99.9K- 68.98% |
$2.2M - $2.3M
|
44.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-103K- 86.47% |
$2.25M - $2.36M
|
16.1K
$361K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-104K- 78.32% |
$2.29M - $2.4M
|
28.8K
$648K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-105K- 15.2% |
$2.32M - $2.42M
|
588K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-107K- 29.21% |
$2.35M - $2.46M
|
259K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-109K- 79.38% |
$2.39M - $2.5M
|
28.2K
$634K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-109K- 21.72% |
$2.4M - $2.51M
|
393K
$8.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-109K- 45.99% |
$2.4M - $2.51M
|
128K
$2.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-112K- 83.31% |
$2.46M - $2.57M
|
22.4K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-115K- 63.72% |
$2.52M - $2.64M
|
65.4K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-118K- 44.13% |
$2.6M - $2.72M
|
150K
$3.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-122K- 56.63% |
$2.68M - $2.8M
|
93.3K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122K- 45.14% |
$2.69M - $2.81M
|
148K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-123K- 33.28% |
$2.71M - $2.84M
|
247K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-128K- 9.79% |
$2.81M - $2.94M
|
1.18M
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-131K- 47.85% |
$2.89M - $3.02M
|
143K
$3.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-133K- 35.91% |
$2.93M - $3.06M
|
238K
$5.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-134K- 87.46% |
$2.94M - $3.08M
|
19.2K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-134K- 12.09% |
$2.95M - $3.08M
|
974K
$21.9M
|