Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.79K- 27.16% |
$108K - $111K
|
12.8K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.79K- 4.33% |
$108K - $111K
|
106K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.84K- 0.42% |
$109K - $112K
|
1.15M
$25.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.08K- 23.04% |
$114K - $117K
|
17K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.65K- 11.0% |
$127K - $130K
|
45.8K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-5.71K- 10.73% |
$129K - $132K
|
47.5K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.97K- 10.05% |
$134K - $138K
|
53.4K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.22K- 2.75% |
$140K - $144K
|
220K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.34K- 27.73% |
$165K - $169K
|
19.1K
$432K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.35K- 35.42% |
$165K - $170K
|
13.4K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.44K- 59.02% |
$168K - $172K
|
5.17K
$117K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-7.75K- 17.69% |
$174K - $179K
|
36K
$814K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.78K- 36.23% |
$175K - $179K
|
13.7K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.86K- 9.67% |
$177K - $181K
|
73.4K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.88K- 17.46% |
$177K - $182K
|
37.3K
$841K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-8K- 35.78% |
$180K - $185K
|
14.4K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.11K- 24.41% |
$183K - $187K
|
25.1K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.19K- 32.09% |
$184K - $189K
|
17.3K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.38K- 24.73% |
$189K - $193K
|
25.5K
$576K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.56K- 2.12% |
$193K - $198K
|
395K
$8.93M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.56K- 3.62% |
$193K - $198K
|
228K
$5.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8.62K- 12.58% |
$194K - $199K
|
59.9K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.83K- 16.6% |
$199K - $204K
|
44.4K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.88K- 1.47% |
$200K - $205K
|
594K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-9.39K- 10.1% |
$211K - $217K
|
83.6K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.4K- 14.28% |
$212K - $217K
|
56.4K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 30.29% |
$228K - $233K
|
23.3K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-10.1K- 14.71% |
$228K - $234K
|
58.8K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.5K- 22.04% |
$237K - $243K
|
37.3K
$842K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.7K- 62.77% |
$241K - $247K
|
6.34K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 16.77% |
$244K - $250K
|
53.7K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-11K- 29.16% |
$247K - $253K
|
26.7K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.1K- 36.31% |
$251K - $257K
|
19.5K
$441K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-11.5K- 10.74% |
$258K - $264K
|
95.2K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 3.86% |
$260K - $266K
|
288K
$6.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.8K- 14.53% |
$266K - $273K
|
69.5K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.9K- 15.57% |
$267K - $274K
|
64.3K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12K- 13.03% |
$270K - $277K
|
80.2K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12.1K- 14.51% |
$272K - $279K
|
71.1K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-12.2K- 10.86% |
$275K - $282K
|
100K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.8K- 13.56% |
$287K - $295K
|
81.4K
$1.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.2K- 43.76% |
$298K - $306K
|
17K
$384K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-14.3K- 36.41% |
$323K - $331K
|
25K
$566K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-14.7KClosed |
$330K - $338K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-14.9K- 10.15% |
$336K - $344K
|
132K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-15.3K- 29.15% |
$344K - $353K
|
37.2K
$840K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.4K- 27.04% |
$347K - $356K
|
41.6K
$939K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-16.3K- 3.14% |
$367K - $376K
|
502K
$11.3M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 41.91% |
$389K - $399K
|
23.9K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18.5K- 8.41% |
$415K - $426K
|
201K
$4.53M
|