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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135K- 67.84% |
$2.96M - $3.1M
|
63.8K
$1.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-135K- 39.49% |
$2.97M - $3.11M
|
207K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-136K- 69.05% |
$2.98M - $3.12M
|
60.9K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-137K- 84.56% |
$3.01M - $3.15M
|
25K
$562K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-138K- 7.65% |
$3.05M - $3.19M
|
1.67M
$37.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-139K- 39.72% |
$3.06M - $3.2M
|
211K
$4.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-149K- 30.92% |
$3.27M - $3.42M
|
332K
$7.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-150K- 73.25% |
$3.29M - $3.44M
|
54.7K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-152K- 66.69% |
$3.33M - $3.49M
|
75.7K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-152K- 65.54% |
$3.34M - $3.49M
|
79.8K
$1.79M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-152K- 73.85% |
$3.35M - $3.51M
|
54K
$1.21M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-159K- 66.49% |
$3.5M - $3.66M
|
80.2K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-160K- 33.3% |
$3.52M - $3.68M
|
320K
$7.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-163K- 13.65% |
$3.58M - $3.75M
|
1.03M
$23.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-164K- 99.9% |
$3.61M - $3.78M
|
167
$3.75K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-166K- 52.02% |
$3.64M - $3.81M
|
153K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-167K- 65.3% |
$3.68M - $3.85M
|
88.8K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-169K- 92.02% |
$3.71M - $3.89M
|
14.7K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-192K- 34.5% |
$4.22M - $4.42M
|
364K
$8.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-197K- 90.34% |
$4.32M - $4.52M
|
21K
$472K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-201K- 69.56% |
$4.42M - $4.63M
|
88K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-208K- 47.77% |
$4.57M - $4.78M
|
227K
$5.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-209K- 66.43% |
$4.59M - $4.81M
|
106K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-210K- 53.18% |
$4.63M - $4.84M
|
185K
$4.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-215K- 90.28% |
$4.73M - $4.94M
|
23.1K
$520K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-219K- 77.02% |
$4.81M - $5.03M
|
65.2K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-223K- 13.82% |
$4.9M - $5.13M
|
1.39M
$31.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-223K- 34.66% |
$4.91M - $5.14M
|
421K
$9.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-260K- 67.94% |
$5.72M - $5.99M
|
123K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-263K- 47.63% |
$5.77M - $6.04M
|
289K
$6.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-272K- 83.61% |
$5.98M - $6.25M
|
53.3K
$1.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-274K- 59.86% |
$6.03M - $6.31M
|
184K
$4.13M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-278K- 76.83% |
$6.1M - $6.39M
|
83.7K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-279K- 67.43% |
$6.14M - $6.43M
|
135K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-290K- 71.81% |
$6.38M - $6.67M
|
114K
$2.56M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-291K- 92.03% |
$6.39M - $6.69M
|
25.2K
$566K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-333K- 60.9% |
$7.31M - $7.65M
|
213K
$4.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-357K- 75.3% |
$7.86M - $8.22M
|
117K
$2.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-369K- 25.27% |
$8.12M - $8.49M
|
1.09M
$24.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-373K- 37.75% |
$8.21M - $8.59M
|
616K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-385K- 60.76% |
$8.47M - $8.87M
|
249K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-396K- 46.97% |
$8.71M - $9.11M
|
447K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-398K- 55.71% |
$8.75M - $9.16M
|
316K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-409K- 76.34% |
$9M - $9.41M
|
127K
$2.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-412K- 72.55% |
$9.06M - $9.48M
|
156K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-415K- 42.77% |
$9.12M - $9.54M
|
555K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-437K- 97.27% |
$9.6M - $10M
|
12.3K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-454K- 36.63% |
$9.98M - $10.4M
|
785K
$17.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-461K- 68.02% |
$10.1M - $10.6M
|
217K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-474K- 89.19% |
$10.4M - $10.9M
|
57.5K
$1.29M
|