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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-577- 92.62% |
$12.7K - $13.3K
|
46
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-581- 0.82% |
$12.8K - $13.4K
|
70K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-588- 5.2% |
$12.9K - $13.5K
|
10.7K
$241K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-694- 2.53% |
$15.3K - $16K
|
26.7K
$600K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-761- 2.06% |
$16.7K - $17.5K
|
36.2K
$813K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-801- 5.74% |
$17.6K - $18.4K
|
13.1K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-936- 1.99% |
$20.6K - $21.5K
|
46.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 1.56% |
$21K - $22K
|
60.2K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.04K- 16.16% |
$23K - $24K
|
5.42K
$122K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.04K- 3.1% |
$23K - $24K
|
32.6K
$733K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.1K- 71.09% |
$24.2K - $25.3K
|
447
$10K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 4.78% |
$26.6K - $27.8K
|
24.1K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.21K- 6.24% |
$26.7K - $27.9K
|
18.2K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1.25K- 5.36% |
$27.5K - $28.7K
|
22K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.41K- 84.61% |
$30.9K - $32.4K
|
256
$5.75K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.45K- 7.68% |
$31.8K - $33.3K
|
17.4K
$391K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.48K- 3.92% |
$32.5K - $34K
|
36.2K
$814K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.55K- 4.68% |
$34K - $35.6K
|
31.5K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.57K- 14.62% |
$34.4K - $36K
|
9.14K
$205K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.65K- 25.43% |
$36.3K - $37.9K
|
4.84K
$109K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.86K- 7.21% |
$40.8K - $42.7K
|
23.9K
$537K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.87K- 10.0% |
$41.2K - $43.1K
|
16.9K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.96K- 0.6% |
$43.1K - $45.1K
|
325K
$7.31M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.98K- 66.28% |
$43.5K - $45.5K
|
1.01K
$22.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.99K- 10.19% |
$43.7K - $45.7K
|
17.5K
$393K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2K- 11.76% |
$43.9K - $45.9K
|
15K
$336K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.13K- 1.24% |
$46.9K - $49.1K
|
170K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.14K- 16.41% |
$46.9K - $49.1K
|
10.9K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.25K- 5.71% |
$49.5K - $51.7K
|
37.1K
$834K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.28K- 1.09% |
$50.1K - $52.4K
|
207K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.29K- 53.47% |
$50.4K - $52.8K
|
2K
$44.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.32K- 7.77% |
$51.1K - $53.5K
|
27.6K
$619K
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.38K- 1.49% |
$52.3K - $54.7K
|
157K
$3.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.52K- 3.13% |
$55.3K - $57.9K
|
77.9K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 8.58% |
$56.4K - $59K
|
27.3K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.86K- 19.41% |
$62.8K - $65.7K
|
11.9K
$267K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.05K- 3.21% |
$67.1K - $70.2K
|
92.2K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-3.5K- 71.36% |
$76.9K - $80.5K
|
1.4K
$31.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.67K- 4.46% |
$80.8K - $84.5K
|
78.8K
$1.77M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.67K- 4.46% |
$80.8K - $84.5K
|
78.8K
$1.77M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.77K- 19.39% |
$82.9K - $86.7K
|
15.7K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.79K- 5.2% |
$83.4K - $87.3K
|
69.1K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.87K- 2.3% |
$85K - $89K
|
164K
$3.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-4.05K- 22.74% |
$89K - $93.1K
|
13.8K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.19K- 0.55% |
$92.1K - $96.3K
|
758K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-4.31K- 94.85% |
$94.8K - $99.2K
|
234
$5.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 29.73% |
$97.6K - $102K
|
10.5K
$236K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-4.48K- 6.0% |
$98.6K - $103K
|
70.3K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.7K- 3.88% |
$103K - $108K
|
117K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.87K- 57.5% |
$107K - $112K
|
3.6K
$80.9K
|