Purchases and Sales Made in Q4 2023 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 2023. 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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.21K- 19.14% |
$112K - $120K
|
22K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.28K- 19.32% |
$114K - $122K
|
22K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.35K- 2.42% |
$115K - $124K
|
215K
$4.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.51K- 3.49% |
$119K - $127K
|
152K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.6K- 70.75% |
$121K - $129K
|
2.31K
$51.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.79K- 6.65% |
$125K - $134K
|
81.2K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.92K- 16.13% |
$128K - $137K
|
30.8K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.01K- 5.15% |
$130K - $139K
|
111K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.17K- 10.77% |
$133K - $143K
|
51.1K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.4K- 3.03% |
$138K - $148K
|
205K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.4K- 69.99% |
$138K - $148K
|
2.74K
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.44K- 33.54% |
$139K - $149K
|
12.8K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.65K- 0.65% |
$144K - $154K
|
1.02M
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.13K- 8.56% |
$154K - $165K
|
76.1K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.3K- 35.1% |
$158K - $169K
|
13.5K
$300K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-7.42K- 32.89% |
$160K - $172K
|
15.1K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-7.99K- 15.43% |
$173K - $185K
|
43.8K
$975K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8K- 28.7% |
$173K - $185K
|
19.9K
$443K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.01K- 52.65% |
$173K - $185K
|
7.21K
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.06K- 11.5% |
$174K - $186K
|
62K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-8.72K- 34.66% |
$188K - $202K
|
16.4K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.1K- 21.73% |
$197K - $210K
|
32.8K
$730K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.5K- 68.1% |
$205K - $220K
|
4.45K
$99.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9.54K- 31.53% |
$206K - $221K
|
20.7K
$462K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9.69K- 14.02% |
$209K - $224K
|
59.4K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-9.95K- 6.34% |
$215K - $230K
|
147K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.1K- 29.85% |
$219K - $234K
|
23.8K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-10.1K- 0.23% |
$219K - $235K
|
4.46M
$99.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-10.2K- 37.5% |
$220K - $236K
|
17K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.3K- 37.69% |
$222K - $237K
|
17K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.4K- 41.69% |
$226K - $241K
|
14.6K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 9.18% |
$232K - $248K
|
106K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.7K- 37.16% |
$232K - $248K
|
18.2K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-10.9K- 29.1% |
$235K - $252K
|
26.5K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.4K- 13.18% |
$247K - $265K
|
75.4K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.6K- 44.73% |
$251K - $269K
|
14.4K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-11.7K- 2.43% |
$253K - $271K
|
471K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-12K- 13.09% |
$259K - $277K
|
79.7K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.1K- 15.54% |
$261K - $280K
|
65.8K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-12.4K- 1.09% |
$267K - $286K
|
1.12M
$25M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 24.88% |
$268K - $287K
|
37.5K
$834K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-12.6K- 5.9% |
$273K - $292K
|
201K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-12.8K- 6.89% |
$276K - $296K
|
173K
$3.85M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-13K- 31.24% |
$281K - $301K
|
28.6K
$637K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 51.42% |
$283K - $303K
|
12.4K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13.2K- 7.77% |
$286K - $306K
|
157K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-13.3K- 34.56% |
$286K - $307K
|
25.1K
$559K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 73.38% |
$297K - $318K
|
4.98K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 22.03% |
$307K - $329K
|
50.4K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.5K- 41.58% |
$312K - $335K
|
20.3K
$453K
|