Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30.1K+ 18.82% |
$701K - $748K
|
190K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
28.7K+ 6.57% |
$668K - $712K
|
466K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
28.3K+ 14.98% |
$659K - $702K
|
217K
$4.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
27.5K+ 21.91% |
$641K - $683K
|
153K
$3.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.1KNew |
$631K - $672K
|
27.1K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
26.9K+ 17.91% |
$626K - $667K
|
177K
$3.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 9.19% |
$602K - $642K
|
308K
$6.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25.8K+ 0.34% |
$600K - $639K
|
7.57M
$170M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$593K - $633K
|
25.5K
$571K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
25.1K+ 50.9% |
$584K - $622K
|
74.3K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24.5KNew |
$570K - $607K
|
24.5K
$549K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.6K+ 15.77% |
$549K - $585K
|
173K
$3.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.7K+ 1.69% |
$506K - $539K
|
1.31M
$29.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.6K+ 2372.26% |
$504K - $537K
|
22.5K
$506K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
20.8K+ 64.14% |
$484K - $516K
|
53.2K
$1.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.6K+ 2.42% |
$457K - $487K
|
832K
$18.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
19.4KNew |
$451K - $481K
|
19.4K
$435K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
19.4K+ 3.85% |
$451K - $480K
|
522K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.3K+ 24.8% |
$450K - $480K
|
97.3K
$2.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19K+ 22.84% |
$442K - $471K
|
102K
$2.29M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
18.9KNew |
$440K - $469K
|
18.9K
$423K
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
18.4K+ 17.41% |
$427K - $456K
|
124K
$2.78M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 16.84% |
$389K - $415K
|
116K
$2.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 71.81% |
$375K - $400K
|
38.5K
$864K
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
15.2KNew |
$355K - $378K
|
15.2K
$342K
|
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14.9K+ 8.73% |
$346K - $369K
|
185K
$4.15M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$340K - $363K
|
14.6K
$328K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14.5KNew |
$337K - $359K
|
14.5K
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.5KNew |
$337K - $359K
|
14.5K
$324K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
14KNew |
$326K - $348K
|
14K
$314K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.9K+ 161.36% |
$323K - $345K
|
22.5K
$505K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12KNew |
$280K - $299K
|
12K
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12K+ 12.36% |
$279K - $297K
|
109K
$2.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$274K - $293K
|
11.8K
$264K
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.8KNew |
$274K - $292K
|
11.8K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
11.6KNew |
$270K - $288K
|
11.6K
$260K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
11.1K+ 4.75% |
$259K - $276K
|
245K
$5.5M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 5.56% |
$244K - $260K
|
199K
$4.46M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
10KNew |
$233K - $248K
|
10K
$224K
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
9.89KNew |
$230K - $245K
|
9.89K
$222K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.8K+ 8.03% |
$228K - $243K
|
132K
$2.96M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.6K+ 23.82% |
$223K - $238K
|
49.9K
$1.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.48K+ 27.07% |
$221K - $235K
|
44.5K
$998K
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
9.4K+ 3.42% |
$219K - $233K
|
284K
$6.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
9.35KNew |
$218K - $232K
|
9.35K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.93KNew |
$208K - $222K
|
8.93K
$200K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
8.77K+ 7.78% |
$204K - $218K
|
121K
$2.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.55KNew |
$199K - $212K
|
8.55K
$192K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8.39KNew |
$195K - $208K
|
8.39K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.38KNew |
$195K - $208K
|
8.38K
$188K
|