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
|
Albion Financial Group
|
BUY
|
- |
1.52K+ 101.47% |
$33.5K - $35K
|
3.02K
$67.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.46K+ 0.41% |
$32K - $33.5K
|
358K
$8.04M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1.38K+ 1.29% |
$30.4K - $31.8K
|
109K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.32K+ 41.7% |
$29K - $30.3K
|
4.48K
$101K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.6K - $25.7K
|
1.12K
$25.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$23.3K - $24.3K
|
1.06K
$23.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
967+ 86.49% |
$21.3K - $22.3K
|
2.09K
$46.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
939+ 6.58% |
$20.6K - $21.6K
|
15.2K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
935+ 89.99% |
$20.6K - $21.5K
|
1.97K
$44.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
915+ 7.62% |
$20.1K - $21.1K
|
12.9K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
877+ 0.55% |
$19.3K - $20.2K
|
159K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
806+ 3.63% |
$17.7K - $18.5K
|
23K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
781+ 75.53% |
$17.2K - $18K
|
1.82K
$40.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
775+ 5.63% |
$17K - $17.8K
|
14.6K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
740+ 5.01% |
$16.3K - $17K
|
15.5K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
712+ 1271.43% |
$15.7K - $16.4K
|
768
$17.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
663+ 0.6% |
$14.6K - $15.3K
|
112K
$2.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
619+ 0.3% |
$13.6K - $14.2K
|
206K
$4.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
543+ 1.38% |
$11.9K - $12.5K
|
39.8K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
533New |
$11.7K - $12.3K
|
533
$12K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
522New |
$11.5K - $12K
|
522
$11.7K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
514New |
$11.3K - $11.8K
|
514
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
514New |
$11.3K - $11.8K
|
514
$11.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
446+ 66.07% |
$9.81K - $10.3K
|
1.12K
$25.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
441New |
$9.7K - $10.1K
|
441
$9.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
428+ 1.0% |
$9.41K - $9.85K
|
43.4K
$974K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
415New |
$9.13K - $9.55K
|
415
$9.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
366New |
$8.05K - $8.42K
|
366
$8.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
337+ 1.54% |
$7.41K - $7.75K
|
22.2K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
309+ 86.31% |
$6.79K - $7.11K
|
667
$15K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
298+ 1.27% |
$6.55K - $6.86K
|
23.7K
$532K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
298+ 3.99% |
$6.55K - $6.86K
|
7.77K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
268+ 2.95% |
$5.89K - $6.17K
|
9.37K
$210K
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
258+ 4.59% |
$5.67K - $5.94K
|
5.88K
$132K
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
258+ 4.59% |
$5.67K - $5.94K
|
5.88K
$132K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
250+ 3.33% |
$5.5K - $5.75K
|
7.75K
$174K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
240New |
$5.28K - $5.52K
|
240
$5.39K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
217New |
$4.77K - $4.99K
|
217
$4.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
192+ 0.73% |
$4.22K - $4.42K
|
26.5K
$595K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
187+ 1.93% |
$4.11K - $4.3K
|
9.87K
$222K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
174New |
$3.83K - $4K
|
174
$3.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
153New |
$3.36K - $3.52K
|
153
$3.44K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
143+ 0.45% |
$3.14K - $3.29K
|
31.6K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
135New |
$2.97K - $3.11K
|
135
$3.03K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
135+ 0.35% |
$2.97K - $3.11K
|
38.5K
$866K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
122New |
$2.68K - $2.81K
|
122
$2.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
101+ 1.06% |
$2.22K - $2.32K
|
9.64K
$216K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
101+ 0.73% |
$2.22K - $2.32K
|
14K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
71+ 147.92% |
$1.56K - $1.63K
|
119
$2.67K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
65+ 0.71% |
$1.43K - $1.5K
|
9.27K
$208K
|