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 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.9K- 14.49% |
$108K - $113K
|
28.9K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.93K- 9.67% |
$108K - $113K
|
46K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.93K- 1.47% |
$108K - $114K
|
331K
$7.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.96K- 4.25% |
$109K - $114K
|
112K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-5.2K- 8.29% |
$114K - $120K
|
57.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.23K- 34.81% |
$115K - $120K
|
9.8K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-5.65K- 20.04% |
$124K - $130K
|
22.5K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.72K- 15.66% |
$126K - $132K
|
30.8K
$692K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.77K- 14.0% |
$127K - $133K
|
35.5K
$797K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.83K- 13.56% |
$128K - $134K
|
37.2K
$835K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.99K- 18.03% |
$132K - $138K
|
27.2K
$612K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.13K- 40.28% |
$135K - $141K
|
9.09K
$204K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.13K- 8.31% |
$135K - $141K
|
67.7K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.16K- 5.01% |
$136K - $142K
|
117K
$2.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.58K- 28.46% |
$145K - $151K
|
16.5K
$372K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6.86K- 18.3% |
$151K - $158K
|
30.6K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.34K- 39.47% |
$161K - $169K
|
11.3K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7.42K- 28.38% |
$163K - $171K
|
18.7K
$421K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.75K- 13.53% |
$170K - $178K
|
49.5K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8K- 8.42% |
$176K - $184K
|
87K
$1.95M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.25K- 82.04% |
$182K - $190K
|
1.81K
$40.6K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.36K- 44.06% |
$184K - $192K
|
10.6K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.42K- 42.2% |
$185K - $194K
|
11.5K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.46K- 9.22% |
$186K - $195K
|
83.3K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8.48K- 9.31% |
$186K - $195K
|
82.6K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.5K- 84.18% |
$187K - $196K
|
1.6K
$35.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.62K- 80.69% |
$190K - $198K
|
2.06K
$46.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.71K- 74.3% |
$192K - $200K
|
3.01K
$67.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.07K- 17.45% |
$199K - $209K
|
42.9K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10.1K- 47.73% |
$223K - $233K
|
11.1K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10.1K- 16.1% |
$223K - $233K
|
52.8K
$1.19M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.2KClosed |
$225K - $235K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10.2K- 37.21% |
$225K - $235K
|
17.3K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.3K- 42.84% |
$227K - $237K
|
13.8K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10.4K- 93.24% |
$229K - $240K
|
756
$17K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10.4K- 83.54% |
$229K - $240K
|
2.06K
$46.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.7K- 4.78% |
$234K - $245K
|
212K
$4.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10.7K- 1.97% |
$236K - $247K
|
534K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 5.05% |
$245K - $257K
|
210K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.6K- 53.7% |
$276K - $289K
|
10.8K
$243K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 2.9% |
$277K - $290K
|
422K
$9.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12.7K- 84.13% |
$279K - $292K
|
2.39K
$53.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-12.7K- 27.22% |
$279K - $292K
|
33.9K
$763K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-12.8K- 49.54% |
$282K - $295K
|
13.1K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 53.5% |
$290K - $304K
|
11.5K
$258K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-13.2KClosed |
$291K - $304K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13.3K- 32.88% |
$291K - $305K
|
27.1K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14K- 37.14% |
$308K - $322K
|
23.7K
$533K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14.1KClosed |
$309K - $324K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-14.5K- 54.09% |
$320K - $334K
|
12.3K
$277K
|