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 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
163K+ 6.33% |
$3.58M - $3.75M
|
2.74M
$61.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
143K+ 188.41% |
$3.14M - $3.28M
|
218K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
137KNew |
$3.02M - $3.16M
|
137K
$3.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
136K+ 5.26% |
$2.98M - $3.12M
|
2.71M
$61M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
130K+ 12.13% |
$2.86M - $2.99M
|
1.2M
$27M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
122KNew |
$2.68M - $2.8M
|
122K
$2.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
119K+ 24.13% |
$2.61M - $2.73M
|
611K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104K+ 78.85% |
$2.29M - $2.4M
|
236K
$5.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
100K+ 94.13% |
$2.2M - $2.31M
|
207K
$4.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
93.4K+ 4.61% |
$2.05M - $2.15M
|
2.12M
$47.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
89.9KNew |
$1.98M - $2.07M
|
89.9K
$2.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
89.7K+ 1451.04% |
$1.97M - $2.06M
|
95.8K
$2.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.5K+ 220.64% |
$1.77M - $1.85M
|
117K
$2.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
77.7K+ 240.4% |
$1.71M - $1.79M
|
110K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
76.2K+ 6.52% |
$1.68M - $1.75M
|
1.25M
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.6K+ 5.83% |
$1.64M - $1.72M
|
1.35M
$30.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
74K+ 2.74% |
$1.63M - $1.7M
|
2.78M
$62.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.3K+ 427.54% |
$1.57M - $1.64M
|
88K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
70.8K+ 20.4% |
$1.56M - $1.63M
|
418K
$9.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
70.5K+ 5.82% |
$1.55M - $1.62M
|
1.28M
$28.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
66.8K+ 122.82% |
$1.47M - $1.54M
|
121K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.9K+ 11.82% |
$1.38M - $1.45M
|
595K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
61.5KNew |
$1.35M - $1.42M
|
61.5K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
57.9K+ 519.94% |
$1.27M - $1.33M
|
69.1K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
57.3KNew |
$1.26M - $1.32M
|
57.3K
$1.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
56.5K+ 5.19% |
$1.24M - $1.3M
|
1.15M
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.7K+ 834.37% |
$1.22M - $1.28M
|
62.4K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
55.4K+ 18.34% |
$1.22M - $1.27M
|
357K
$8.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
53.1K+ 12.89% |
$1.17M - $1.22M
|
465K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
52K+ 6.1% |
$1.14M - $1.2M
|
903K
$20.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
50.2KNew |
$1.1M - $1.16M
|
50.2K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.2K+ 10.62% |
$1.08M - $1.13M
|
513K
$11.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
46.3K+ 10.51% |
$1.02M - $1.06M
|
487K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.7K+ 33.32% |
$982K - $1.03M
|
179K
$4.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
44.1K+ 52.56% |
$970K - $1.01M
|
128K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
43.5K+ 34.07% |
$956K - $1M
|
171K
$3.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
41K+ 7.52% |
$902K - $944K
|
587K
$13.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
39.5KNew |
$868K - $908K
|
39.5K
$887K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
38.1K+ 50.13% |
$838K - $876K
|
114K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
36.4KNew |
$800K - $837K
|
36.4K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
36.2K+ 127.84% |
$795K - $832K
|
64.4K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33.5K+ 10.36% |
$736K - $771K
|
357K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
31.2KNew |
$686K - $717K
|
31.2K
$701K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
30.3KNew |
$666K - $696K
|
30.3K
$680K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
28.6K+ 6.75% |
$629K - $658K
|
453K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.9K+ 170.73% |
$613K - $642K
|
44.2K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.3K+ 50.01% |
$600K - $628K
|
81.9K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.5KNew |
$584K - $611K
|
26.5K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.5K+ 76.93% |
$561K - $587K
|
58.7K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
25KNew |
$551K - $576K
|
25K
$563K
|