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 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
139KNew |
$3.07M - $3.23M
|
139K
$3.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
131KNew |
$2.9M - $3.05M
|
131K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
123K+ 68.06% |
$2.72M - $2.86M
|
303K
$6.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
118KNew |
$2.61M - $2.74M
|
118K
$2.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
117KNew |
$2.6M - $2.74M
|
117K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
111K+ 24.49% |
$2.45M - $2.58M
|
562K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
106K+ 38.12% |
$2.36M - $2.48M
|
385K
$8.71M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.2K+ 43.78% |
$2.05M - $2.15M
|
303K
$6.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
87.3KNew |
$1.94M - $2.03M
|
87.3K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
86.9K+ 14.24% |
$1.93M - $2.03M
|
697K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.6K+ 32.39% |
$1.92M - $2.02M
|
354K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
86.1KNew |
$1.91M - $2.01M
|
86.1K
$1.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
83.8K+ 54.02% |
$1.86M - $1.95M
|
239K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
83.1KNew |
$1.84M - $1.94M
|
83.1K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
82.7K+ 22483.42% |
$1.84M - $1.93M
|
83.1K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
80.9K+ 32.69% |
$1.79M - $1.88M
|
328K
$7.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
79KNew |
$1.75M - $1.84M
|
79K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
77.9KNew |
$1.73M - $1.81M
|
77.9K
$1.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
77.3K+ 85.6% |
$1.71M - $1.8M
|
168K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
73K+ 23.59% |
$1.62M - $1.7M
|
383K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67.6K+ 28.33% |
$1.5M - $1.57M
|
306K
$6.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
66KNew |
$1.46M - $1.54M
|
66K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
64.6K+ 15.3% |
$1.43M - $1.5M
|
487K
$11M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
61K+ 92.4% |
$1.35M - $1.42M
|
127K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
59K+ 93.63% |
$1.31M - $1.37M
|
122K
$2.76M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
58.7KNew |
$1.3M - $1.37M
|
58.7K
$1.33M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
58.7KNew |
$1.3M - $1.37M
|
58.7K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
57.7K+ 7.82% |
$1.28M - $1.34M
|
796K
$18M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4KNew |
$1.25M - $1.31M
|
56.4K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
54.8K+ 14.91% |
$1.21M - $1.28M
|
422K
$9.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
54.4K+ 6.88% |
$1.21M - $1.27M
|
845K
$19.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
52.7KNew |
$1.17M - $1.23M
|
52.7K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
52.7KNew |
$1.17M - $1.23M
|
52.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50.3KNew |
$1.12M - $1.17M
|
50.3K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
50.3KNew |
$1.12M - $1.17M
|
50.3K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
46.3KNew |
$1.03M - $1.08M
|
46.3K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
45.5K+ 4.65% |
$1.01M - $1.06M
|
1.03M
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
42.5KNew |
$943K - $990K
|
42.5K
$961K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.3K+ 175.63% |
$917K - $963K
|
64.9K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
40K+ 14.43% |
$886K - $931K
|
317K
$7.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
39KNew |
$866K - $909K
|
39K
$883K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
38.6K+ 1.56% |
$856K - $899K
|
2.52M
$57M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
37.2K+ 48.67% |
$826K - $867K
|
114K
$2.57M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.3KNew |
$805K - $846K
|
36.3K
$821K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
35.6KNew |
$789K - $829K
|
35.6K
$805K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35.5KNew |
$787K - $826K
|
35.5K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
35.4KNew |
$786K - $826K
|
35.4K
$802K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35.2K+ 12.92% |
$780K - $820K
|
307K
$6.95M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
34K+ 194.53% |
$753K - $791K
|
51.4K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
33K+ 206.71% |
$732K - $769K
|
49K
$1.11M
|