Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
494+ 1.11% |
$11.1K - $11.7K
|
44.9K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
492+ 0.99% |
$11K - $11.6K
|
50.3K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
481+ 2.41% |
$10.8K - $11.4K
|
20.4K
$458K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
477+ 28.39% |
$10.7K - $11.3K
|
2.16K
$48.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
469+ 0.2% |
$10.5K - $11.1K
|
229K
$5.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
466+ 0.58% |
$10.4K - $11K
|
81.4K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
465New |
$10.4K - $11K
|
465
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
410+ 1.23% |
$9.18K - $9.7K
|
33.8K
$759K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
404+ 0.94% |
$9.04K - $9.56K
|
43.4K
$976K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
380+ 1.47% |
$8.5K - $8.99K
|
26.2K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
374+ 3.41% |
$8.37K - $8.85K
|
11.3K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
347New |
$7.77K - $8.21K
|
347
$7.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
320+ 0.77% |
$7.16K - $7.57K
|
41.6K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
316+ 24.63% |
$7.07K - $7.48K
|
1.6K
$35.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
306+ 4.79% |
$6.85K - $7.24K
|
6.69K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
303+ 0.99% |
$6.78K - $7.17K
|
30.8K
$691K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
280+ 1.85% |
$6.27K - $6.62K
|
15.4K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
255New |
$5.71K - $6.03K
|
255
$5.73K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
246New |
$5.51K - $5.82K
|
246
$5.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
232+ 627.03% |
$5.19K - $5.49K
|
269
$6.04K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
224New |
$5.01K - $5.3K
|
224
$5.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
224New |
$5.01K - $5.3K
|
224
$5.03K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 4.52% |
$4.9K - $5.18K
|
5.06K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
217+ 78.06% |
$4.86K - $5.13K
|
495
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
215+ 0.98% |
$4.81K - $5.09K
|
22.2K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
205+ 2.53% |
$4.59K - $4.85K
|
8.31K
$187K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
201+ 3.0% |
$4.5K - $4.76K
|
6.9K
$155K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
188+ 0.82% |
$4.21K - $4.45K
|
23.2K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
175+ 0.63% |
$3.92K - $4.14K
|
28K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
175New |
$3.92K - $4.14K
|
175
$3.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
173New |
$3.87K - $4.09K
|
173
$3.89K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
171+ 0.7% |
$3.83K - $4.05K
|
24.4K
$549K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
155+ 4.02% |
$3.47K - $3.67K
|
4.01K
$90.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
152+ 89.41% |
$3.4K - $3.6K
|
322
$7.24K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 3.06% |
$3.18K - $3.36K
|
4.79K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
115New |
$2.57K - $2.72K
|
115
$2.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
113New |
$2.53K - $2.67K
|
113
$2.54K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
106New |
$2.37K - $2.51K
|
106
$2.38K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
105+ 30.7% |
$2.35K - $2.48K
|
447
$10K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
100New |
$2.24K - $2.37K
|
100
$2.25K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
99+ 0.58% |
$2.22K - $2.34K
|
17.2K
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
90New |
$2.01K - $2.13K
|
90
$2.02K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84+ 0.5% |
$1.88K - $1.99K
|
16.9K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
78+ 0.13% |
$1.75K - $1.85K
|
60.2K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
76New |
$1.7K - $1.8K
|
76
$1.71K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
64+ 1.1% |
$1.43K - $1.51K
|
5.86K
$132K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
59New |
$1.32K - $1.4K
|
59
$1.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
59+ 5.88% |
$1.32K - $1.4K
|
1.06K
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
58New |
$1.3K - $1.37K
|
58
$1.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
58New |
$1.3K - $1.37K
|
58
$1.3K
|