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 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.7K+ 280.93% |
$521K - $545K
|
32.1K
$721K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23.4K+ 32.62% |
$514K - $538K
|
95.1K
$2.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.9K+ 10.99% |
$482K - $505K
|
221K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21.1K+ 85.09% |
$463K - $484K
|
45.8K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
20.5K+ 48.37% |
$452K - $473K
|
63K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$433K - $453K
|
19.7K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
19.6K+ 10.18% |
$431K - $451K
|
212K
$4.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.2KNew |
$422K - $442K
|
19.2K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.1KNew |
$398K - $417K
|
18.1K
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.5KNew |
$362K - $379K
|
16.5K
$370K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
16.2K+ 3.73% |
$356K - $373K
|
451K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 7.76% |
$348K - $364K
|
220K
$4.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 1.27% |
$330K - $345K
|
1.2M
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.9K+ 40.54% |
$327K - $342K
|
51.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
14.7K+ 4.19% |
$324K - $339K
|
366K
$8.23M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
13.9KNew |
$306K - $320K
|
13.9K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
13.9K+ 2.97% |
$306K - $320K
|
483K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13.8K+ 4.26% |
$304K - $318K
|
338K
$7.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.8KNew |
$304K - $318K
|
13.8K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4KNew |
$295K - $309K
|
13.4K
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$294K - $307K
|
13.4K
$300K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
13.3K+ 22.82% |
$291K - $305K
|
71.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$291K - $304K
|
13.2K
$297K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.9K+ 28.88% |
$284K - $297K
|
57.7K
$1.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6KNew |
$278K - $291K
|
12.6K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$277K - $290K
|
12.6K
$283K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
12.5K+ 4.91% |
$275K - $287K
|
267K
$6M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.8KNew |
$259K - $271K
|
11.8K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.6KNew |
$256K - $268K
|
11.6K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 56.63% |
$239K - $250K
|
30.1K
$676K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
10.5K+ 4.1% |
$232K - $242K
|
268K
$6.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.4K+ 2.68% |
$228K - $238K
|
396K
$8.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.66K+ 1.51% |
$212K - $222K
|
650K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9.63KNew |
$212K - $222K
|
9.63K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
9.57K+ 4.12% |
$210K - $220K
|
242K
$5.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.53KNew |
$210K - $219K
|
9.53K
$214K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.39KNew |
$206K - $216K
|
9.39K
$211K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9.2KNew |
$202K - $212K
|
9.2K
$207K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.09K+ 16.33% |
$200K - $209K
|
64.7K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.02K+ 22.82% |
$198K - $208K
|
48.6K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.83K+ 10.19% |
$194K - $203K
|
95.5K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.58K+ 15.31% |
$189K - $197K
|
64.6K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.31K+ 46.39% |
$183K - $191K
|
26.2K
$589K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.25K+ 2.62% |
$181K - $190K
|
323K
$7.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.25K+ 1.05% |
$181K - $190K
|
792K
$17.8M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
8.05K+ 4.17% |
$177K - $185K
|
201K
$4.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8K+ 9.52% |
$176K - $184K
|
92.1K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.88K+ 28.72% |
$173K - $181K
|
35.3K
$794K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.74K+ 0.83% |
$170K - $178K
|
940K
$21.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
7.57K+ 9.66% |
$166K - $174K
|
85.9K
$1.93M
|