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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.9K- 24.87% |
$472K - $492K
|
63.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20.9K- 70.0% |
$472K - $492K
|
8.98K
$200K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-21.5K- 33.04% |
$485K - $506K
|
43.6K
$971K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-22K- 9.23% |
$497K - $518K
|
217K
$4.83M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-22.5K- 58.33% |
$506K - $528K
|
16K
$357K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-22.7KClosed |
$511K - $533K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-23.4K- 32.34% |
$527K - $550K
|
49K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 4.64% |
$530K - $553K
|
484K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.8K- 0.88% |
$536K - $559K
|
2.67M
$59.4M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 68.8% |
$552K - $575K
|
11.1K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.8KClosed |
$582K - $607K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-26.3K- 22.4% |
$593K - $618K
|
91.1K
$2.03M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26.5K- 45.74% |
$597K - $622K
|
31.4K
$700K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.8K- 39.7% |
$603K - $629K
|
40.6K
$905K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.5K- 5.8% |
$621K - $647K
|
447K
$9.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.6K- 51.26% |
$623K - $649K
|
26.3K
$585K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-27.9K- 44.35% |
$628K - $655K
|
35K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-28.3K- 8.11% |
$638K - $665K
|
321K
$7.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-28.5K- 10.4% |
$643K - $670K
|
246K
$5.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-29.4K- 98.16% |
$662K - $690K
|
551
$12.3K
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-30.4K- 18.3% |
$685K - $714K
|
136K
$3.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.1K- 1.78% |
$702K - $732K
|
1.72M
$38.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.9K- 85.5% |
$718K - $749K
|
5.4K
$120K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-34.1K- 28.98% |
$768K - $800K
|
83.5K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-35.4K- 50.37% |
$797K - $831K
|
34.8K
$776K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-35.5K- 13.63% |
$799K - $833K
|
225K
$5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-35.6K- 48.78% |
$803K - $838K
|
37.4K
$833K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-35.7K- 34.49% |
$805K - $839K
|
67.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-36.2K- 15.7% |
$816K - $851K
|
194K
$4.33M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.3K- 32.33% |
$908K - $947K
|
84.3K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-41.5K- 69.07% |
$936K - $976K
|
18.6K
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-42.8K- 50.64% |
$964K - $1M
|
41.7K
$928K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.5K- 5.11% |
$1M - $1.05M
|
826K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48.5K- 6.76% |
$1.09M - $1.14M
|
669K
$14.9M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49.3K- 83.92% |
$1.11M - $1.16M
|
9.44K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-49.3K- 83.92% |
$1.11M - $1.16M
|
9.44K
$210K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-52.8K- 0.38% |
$1.19M - $1.24M
|
13.7M
$305M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-55.4K- 8.17% |
$1.25M - $1.3M
|
622K
$13.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.6K- 25.85% |
$1.37M - $1.42M
|
174K
$3.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-63.4K- 50.08% |
$1.43M - $1.49M
|
63.2K
$1.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-67.3K- 60.6% |
$1.52M - $1.58M
|
43.8K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-73K- 3.87% |
$1.64M - $1.71M
|
1.81M
$40.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-73.6K- 22.41% |
$1.66M - $1.73M
|
255K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74.1K- 41.65% |
$1.67M - $1.74M
|
104K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-82K- 16.15% |
$1.85M - $1.93M
|
426K
$9.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-85.6K- 39.5% |
$1.93M - $2.01M
|
131K
$2.92M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-87.1K- 5.28% |
$1.96M - $2.05M
|
1.56M
$34.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 8.09% |
$2.26M - $2.36M
|
1.14M
$25.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-101K- 31.91% |
$2.27M - $2.36M
|
215K
$4.78M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-105K- 25.48% |
$2.36M - $2.46M
|
306K
$6.81M
|