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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.45K+ 37.95% |
$164K - $171K
|
27.1K
$609K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.17K+ 78.89% |
$158K - $165K
|
16.3K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7K+ 42.62% |
$154K - $161K
|
23.4K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
6.4K+ 1.93% |
$141K - $147K
|
338K
$7.59M
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.17K+ 2.87% |
$136K - $142K
|
221K
$4.96M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
5.81K+ 18.06% |
$128K - $134K
|
38K
$854K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.79K+ 26.22% |
$127K - $133K
|
27.9K
$626K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.55KNew |
$122K - $128K
|
5.55K
$125K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
5.49K+ 10.15% |
$121K - $126K
|
59.6K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.18K+ 24.02% |
$114K - $119K
|
26.7K
$601K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 1.01% |
$108K - $114K
|
494K
$11.1M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.83K+ 138.29% |
$106K - $111K
|
8.31K
$187K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
4.7K+ 20.89% |
$103K - $108K
|
27.2K
$611K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.57KNew |
$101K - $105K
|
4.57K
$103K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
4.55K+ 577.41% |
$100K - $105K
|
5.34K
$120K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$87K - $91K
|
3.96K
$88.9K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.64K+ 6.84% |
$80.1K - $83.8K
|
56.9K
$1.28M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.62K+ 15.66% |
$79.6K - $83.3K
|
26.7K
$601K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
3.38KNew |
$74.4K - $77.8K
|
3.38K
$76K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.27K+ 3.14% |
$71.9K - $75.2K
|
107K
$2.41M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.24K+ 36.8% |
$71.3K - $74.6K
|
12.1K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.1K+ 8.0% |
$68.2K - $71.4K
|
41.9K
$941K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.96K+ 4.94% |
$65.1K - $68.1K
|
62.8K
$1.41M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.86K+ 1570.33% |
$62.8K - $65.8K
|
3.04K
$68.3K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.73K+ 17.87% |
$59.9K - $62.7K
|
18K
$404K
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.7K+ 6.08% |
$59.4K - $62.1K
|
47.1K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.67K+ 2.32% |
$58.6K - $61.3K
|
118K
$2.64M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.63K+ 6.21% |
$57.8K - $60.4K
|
44.9K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.6K+ 8.54% |
$57.3K - $59.9K
|
33.1K
$744K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.6KNew |
$57.2K - $59.8K
|
2.6K
$58.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.46K+ 886.64% |
$54K - $56.5K
|
2.73K
$61.4K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$51.4K - $53.8K
|
2.34K
$52.5K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.31K+ 1529.14% |
$50.8K - $53.1K
|
2.46K
$55.3K
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
2.3K+ 2.58% |
$50.6K - $53K
|
91.7K
$2.06M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.26KNew |
$49.8K - $52.1K
|
2.26K
$50.9K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.22K+ 319.62% |
$48.7K - $51K
|
2.91K
$65.3K
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.17K+ 0.28% |
$47.6K - $49.8K
|
771K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.16KNew |
$47.5K - $49.7K
|
2.16K
$48.5K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.11K+ 14.78% |
$46.5K - $48.6K
|
16.4K
$369K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.99K+ 5.37% |
$43.7K - $45.7K
|
39K
$876K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.96K+ 17.71% |
$43.1K - $45.1K
|
13K
$293K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.94K+ 17.75% |
$42.7K - $44.7K
|
12.9K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.84K+ 0.64% |
$40.5K - $42.4K
|
289K
$6.5M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.8K+ 6.18% |
$39.6K - $41.4K
|
30.9K
$695K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.71K+ 4.08% |
$37.6K - $39.4K
|
43.6K
$980K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.7K+ 45.81% |
$37.3K - $39.1K
|
5.41K
$121K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.69K+ 8.32% |
$37.1K - $38.8K
|
22K
$494K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.67K+ 3.46% |
$36.6K - $38.3K
|
49.9K
$1.12M
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.56K+ 3.49% |
$34.2K - $35.8K
|
46.2K
$1.04M
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.56K+ 6.3% |
$34.2K - $35.8K
|
26.3K
$590K
|