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 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401+ 52.01% |
$10.5K - $10.7K
|
1.17K
$26.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
396New |
$10.4K - $10.6K
|
396
$8.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
373+ 0.71% |
$9.79K - $9.97K
|
53.1K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
357+ 22.06% |
$9.37K - $9.55K
|
1.98K
$44.4K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
337+ 0.65% |
$8.84K - $9.01K
|
52.2K
$1.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
319+ 3.29% |
$8.37K - $8.53K
|
10K
$225K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
310New |
$8.13K - $8.29K
|
310
$6.97K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
307New |
$8.06K - $8.21K
|
307
$6.9K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
298+ 2.69% |
$7.82K - $7.97K
|
11.4K
$256K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
285New |
$7.48K - $7.62K
|
285
$6.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
281+ 3.6% |
$7.37K - $7.51K
|
8.08K
$182K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
279New |
$7.32K - $7.46K
|
279
$6.27K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
259New |
$6.8K - $6.93K
|
259
$5.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
239New |
$6.27K - $6.39K
|
239
$5.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
239+ 3.14% |
$6.27K - $6.39K
|
7.86K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
238New |
$6.25K - $6.36K
|
238
$5.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
224+ 5.19% |
$5.88K - $5.99K
|
4.54K
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
220+ 1.37% |
$5.77K - $5.88K
|
16.3K
$366K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
189+ 0.57% |
$4.96K - $5.05K
|
33.4K
$751K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
186+ 1.67% |
$4.88K - $4.97K
|
11.3K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
181New |
$4.75K - $4.84K
|
181
$4.07K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
173New |
$4.54K - $4.63K
|
173
$3.89K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
172+ 1.92% |
$4.51K - $4.6K
|
9.11K
$205K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
154+ 0.33% |
$4.04K - $4.12K
|
47.2K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
144+ 0.68% |
$3.78K - $3.85K
|
21.2K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
142+ 1.18% |
$3.73K - $3.8K
|
12.2K
$274K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
135New |
$3.54K - $3.61K
|
135
$3.03K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
91+ 0.33% |
$2.39K - $2.43K
|
27.7K
$622K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
88+ 0.25% |
$2.31K - $2.35K
|
34.9K
$783K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
86+ 0.33% |
$2.26K - $2.3K
|
26.3K
$590K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
86New |
$2.26K - $2.3K
|
86
$1.93K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.24K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
50+ 1.45% |
$1.31K - $1.34K
|
3.5K
$78.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
40New |
$1.05K - $1.07K
|
40
$899
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
35New |
$918 - $936
|
35
$786
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
34New |
$892 - $909
|
34
$764
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
29New |
$761 - $775
|
29
$652
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
28New |
$735 - $749
|
28
$629
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$735 - $749
|
28
$629
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
25+ 0.27% |
$656 - $669
|
9.14K
$205K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.53% |
$394 - $401
|
2.86K
$64.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$367 - $374
|
14
$315
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12+ 0.08% |
$315 - $321
|
14.8K
$334K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.34% |
$157 - $160
|
1.78K
$40K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$105 - $107
|
45.1K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.33% |
$105 - $107
|
1.21K
$27.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$52.5 - $53.5
|
14.8K
$332K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.5% |
$26.2 - $26.7
|
201
$4.52K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$26.2 - $26.7
|
1.35K
$30.2K
|