Purchases and Sales Made in Q4 2022 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 2022. 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 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.8M+ 43.2% |
$1.95B - $2.05B
|
291M
$6.58B
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9M+ 612.77% |
$353M - $371M
|
18.5M
$419M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.58M+ 13.22% |
$124M - $130M
|
47.7M
$1.08B
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.97M+ 399.88% |
$88M - $92.5M
|
4.96M
$112M
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21MNew |
$49M - $51.5M
|
2.21M
$50M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.06MNew |
$45.7M - $48M
|
2.06M
$46.6M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.63MNew |
$36.2M - $38.1M
|
1.63M
$36.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.62M+ 331.56% |
$35.9M - $37.7M
|
2.1M
$47.6M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.35M+ 248.72% |
$29.8M - $31.3M
|
1.89M
$42.7M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.27M+ 154.22% |
$28.1M - $29.6M
|
2.09M
$47.3M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.16M+ 22.35% |
$25.6M - $26.9M
|
6.33M
$143M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.12M+ 121.92% |
$24.8M - $26M
|
2.03M
$46M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
880K+ 374.96% |
$19.5M - $20.5M
|
1.12M
$25.2M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
856K+ 24.59% |
$19M - $19.9M
|
4.34M
$98.1M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
772K+ 119.54% |
$17.1M - $18M
|
1.42M
$32.1M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
740K+ 5.69% |
$16.4M - $17.3M
|
13.8M
$311M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
717KNew |
$15.9M - $16.7M
|
717K
$16.2M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
660K+ 4.07% |
$14.6M - $15.4M
|
16.9M
$382M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
542KNew |
$12M - $12.6M
|
542K
$12.3M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
510KNew |
$11.3M - $11.9M
|
510K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
484K+ 13.08% |
$10.7M - $11.3M
|
4.18M
$94.6M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
473K+ 120.44% |
$10.5M - $11M
|
866K
$19.6M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
428K+ 28.47% |
$9.48M - $9.96M
|
1.93M
$43.6M
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
396KNew |
$8.79M - $9.23M
|
396K
$8.96M
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
393K+ 176.39% |
$8.71M - $9.15M
|
616K
$13.9M
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
390KNew |
$8.66M - $9.1M
|
390K
$8.83M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
386K+ 60.52% |
$8.55M - $8.98M
|
1.02M
$23.1M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
374KNew |
$8.3M - $8.72M
|
374K
$8.47M
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
354KNew |
$7.85M - $8.25M
|
354K
$8.01M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
349KNew |
$7.74M - $8.13M
|
349K
$7.9M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
315KNew |
$6.99M - $7.34M
|
315K
$7.13M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
315KNew |
$6.99M - $7.34M
|
315K
$7.13M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
306K+ 12.82% |
$6.79M - $7.13M
|
2.69M
$60.9M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
291KNew |
$6.46M - $6.79M
|
291K
$6.59M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243K+ 19.6% |
$5.39M - $5.67M
|
1.48M
$33.6M
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
243K+ 96.98% |
$5.38M - $5.66M
|
493K
$11.2M
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
234KNew |
$5.18M - $5.44M
|
234K
$5.28M
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
BUY
|
- |
225K+ 46.51% |
$5M - $5.25M
|
710K
$16.1M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
211K+ 191.28% |
$4.67M - $4.91M
|
321K
$7.26M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
203K+ 3407.29% |
$4.5M - $4.73M
|
209K
$4.72M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
202KNew |
$4.49M - $4.71M
|
202K
$4.58M
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
199KNew |
$4.42M - $4.65M
|
199K
$4.51M
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
198K+ 656.4% |
$4.39M - $4.61M
|
228K
$5.16M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
191K+ 441.69% |
$4.24M - $4.45M
|
234K
$5.3M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
177K+ 22.0% |
$3.92M - $4.11M
|
979K
$22.1M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
172KNew |
$3.81M - $4M
|
172K
$3.88M
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
166KNew |
$3.68M - $3.87M
|
166K
$3.76M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
163KNew |
$3.62M - $3.8M
|
163K
$3.69M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
160K+ 132.37% |
$3.55M - $3.73M
|
281K
$6.36M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150KNew |
$3.32M - $3.49M
|
150K
$3.39M
|