Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.5M+ 23.89% |
$1.57B - $1.63B
|
361M
$8.03B
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7M+ 27.72% |
$625M - $651M
|
128M
$2.84B
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.72M+ 16.16% |
$174M - $181M
|
55.4M
$1.23B
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.61M+ 29.85% |
$104M - $108M
|
20M
$446M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.69MNew |
$60.6M - $63.1M
|
2.69M
$59.8M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.53M+ 70.78% |
$57M - $59.4M
|
6.1M
$136M
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42MNew |
$54.5M - $56.8M
|
2.42M
$53.8M
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.18M+ 516.71% |
$49.2M - $51.3M
|
2.6M
$58M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17M+ 34.6% |
$48.9M - $51M
|
8.44M
$188M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.05MNew |
$46.3M - $48.2M
|
2.05M
$45.7M
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.04M+ 17.8% |
$45.9M - $47.9M
|
13.5M
$300M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.5M+ 8.85% |
$33.7M - $35.1M
|
18.4M
$409M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.26M+ 10.06% |
$28.4M - $29.6M
|
13.8M
$307M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.17MNew |
$26.4M - $27.6M
|
1.17M
$26.1M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.09M+ 2302.27% |
$24.6M - $25.7M
|
1.14M
$25.4M
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
1.07M+ 42.55% |
$24.1M - $25.2M
|
3.59M
$79.9M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
926KNew |
$20.9M - $21.7M
|
926K
$20.6M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
901KNew |
$20.3M - $21.2M
|
901K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
887K+ 14.02% |
$20M - $20.9M
|
7.22M
$161M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
825K+ 264.81% |
$18.6M - $19.4M
|
1.14M
$25.3M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
820K+ 3.96% |
$18.5M - $19.3M
|
21.5M
$479M
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
781K+ 105.53% |
$17.6M - $18.4M
|
1.52M
$33.9M
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
735K+ 65.58% |
$16.6M - $17.3M
|
1.86M
$41.3M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
675K+ 17.97% |
$15.2M - $15.9M
|
4.43M
$98.6M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
606K+ 56.17% |
$13.7M - $14.2M
|
1.69M
$37.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
580K+ 27.58% |
$13.1M - $13.6M
|
2.68M
$59.8M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
578K+ 13.49% |
$13M - $13.6M
|
4.86M
$108M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
545K+ 2859.81% |
$12.3M - $12.8M
|
564K
$12.6M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
521K+ 52.03% |
$11.7M - $12.2M
|
1.52M
$33.9M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
500KNew |
$11.3M - $11.8M
|
500K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
485K+ 39.1% |
$10.9M - $11.4M
|
1.72M
$38.4M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
474K+ 156.44% |
$10.7M - $11.1M
|
777K
$17.3M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
453KNew |
$10.2M - $10.6M
|
453K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
419K+ 1.9% |
$9.44M - $9.84M
|
22.4M
$499M
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
405K+ 49.42% |
$9.14M - $9.53M
|
1.23M
$27.3M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
392KNew |
$8.83M - $9.21M
|
392K
$8.73M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
345KNew |
$7.77M - $8.1M
|
345K
$7.67M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
342KNew |
$7.7M - $8.03M
|
342K
$7.61M
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
337KNew |
$7.6M - $7.93M
|
337K
$7.51M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
280K+ 72.64% |
$6.31M - $6.58M
|
665K
$14.8M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
278K+ 176.69% |
$6.27M - $6.54M
|
436K
$9.7M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
277K+ 67.83% |
$6.24M - $6.51M
|
685K
$15.3M
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
277K+ 694.86% |
$6.24M - $6.51M
|
317K
$7.05M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
260K+ 6.01% |
$5.87M - $6.12M
|
4.6M
$102M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
238K+ 98.67% |
$5.37M - $5.6M
|
480K
$10.7M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
232K+ 31.55% |
$5.23M - $5.45M
|
967K
$21.5M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
220K+ 92.16% |
$4.96M - $5.17M
|
459K
$10.2M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
217K+ 65.17% |
$4.89M - $5.1M
|
550K
$12.2M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
214K+ 59.14% |
$4.83M - $5.04M
|
577K
$12.8M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
211K+ 48.46% |
$4.76M - $4.96M
|
647K
$14.4M
|