Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
194KNew |
$5.08M - $5.18M
|
194K
$4.35M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
192KNew |
$5.03M - $5.12M
|
192K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
183K+ 31.2% |
$4.81M - $4.9M
|
771K
$17.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
157KNew |
$4.12M - $4.19M
|
157K
$3.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
155K+ 402.34% |
$4.08M - $4.15M
|
194K
$4.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
149KNew |
$3.91M - $3.99M
|
149K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140K+ 3.18% |
$3.68M - $3.75M
|
4.54M
$102M
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
140KNew |
$3.68M - $3.75M
|
140K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140K+ 15.25% |
$3.67M - $3.74M
|
1.06M
$23.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
137K+ 14.34% |
$3.6M - $3.67M
|
1.09M
$24.6M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
134KNew |
$3.52M - $3.59M
|
134K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
133K+ 60.75% |
$3.5M - $3.56M
|
353K
$7.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
125KNew |
$3.28M - $3.34M
|
125K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
124K+ 45.25% |
$3.24M - $3.3M
|
397K
$8.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 50.1% |
$3.07M - $3.13M
|
351K
$7.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
112K+ 34.19% |
$2.95M - $3M
|
441K
$9.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
112K+ 5.45% |
$2.93M - $2.99M
|
2.16M
$48.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
110K+ 93.99% |
$2.88M - $2.93M
|
226K
$5.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
110KNew |
$2.87M - $2.93M
|
110K
$2.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
108K+ 18.94% |
$2.83M - $2.88M
|
677K
$15.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
105KNew |
$2.77M - $2.82M
|
105K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
104K+ 158.83% |
$2.73M - $2.78M
|
169K
$3.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
101K+ 1292.84% |
$2.64M - $2.69M
|
108K
$2.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
98.6KNew |
$2.59M - $2.64M
|
98.6K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
92.2KNew |
$2.42M - $2.47M
|
92.2K
$2.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
89.4KNew |
$2.34M - $2.39M
|
89.4K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
87K+ 1.41% |
$2.28M - $2.33M
|
6.27M
$141M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
82K+ 12.1% |
$2.15M - $2.19M
|
760K
$17.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
80.2KNew |
$2.11M - $2.15M
|
80.2K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.4KNew |
$1.95M - $1.99M
|
74.4K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
72.5K+ 27.88% |
$1.9M - $1.94M
|
333K
$7.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
70.8K+ 24.79% |
$1.86M - $1.89M
|
356K
$8.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.7K+ 364.7% |
$1.83M - $1.86M
|
88.8K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.5KNew |
$1.77M - $1.8M
|
67.5K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
66.5K+ 94.21% |
$1.74M - $1.78M
|
137K
$3.08M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
64.2KNew |
$1.68M - $1.72M
|
64.2K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62.9KNew |
$1.65M - $1.68M
|
62.9K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
62.7K+ 14.2% |
$1.65M - $1.68M
|
504K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60.9K+ 496.86% |
$1.6M - $1.63M
|
73.1K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
58.3K+ 59.67% |
$1.53M - $1.56M
|
156K
$3.51M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
57.8KNew |
$1.52M - $1.54M
|
57.8K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.8KNew |
$1.49M - $1.52M
|
56.8K
$1.28M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
56.7K+ 3.16% |
$1.49M - $1.52M
|
1.85M
$41.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Investment Management Associates Inc
|
BUY
|
- |
56.7K+ 26.64% |
$1.49M - $1.52M
|
269K
$6.05M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
54.6K+ 140.19% |
$1.43M - $1.46M
|
93.5K
$2.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.3K+ 19.81% |
$1.37M - $1.4M
|
316K
$7.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51K+ 7.59% |
$1.34M - $1.36M
|
723K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
43.4KNew |
$1.14M - $1.16M
|
43.4K
$975K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
40.7KNew |
$1.07M - $1.09M
|
40.7K
$915K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
39.5K+ 6.57% |
$1.04M - $1.06M
|
640K
$14.4M
|