Purchases and Sales Made in Q2 2023 in Ishares U.S. Treasury Bond ETF (GOVT)

GOVT Quotes by TradingView

This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT) during Q2 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
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
10.2K
+ 38.81%
$233K - $240K
36.5K $824K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
10.1K
New
$231K - $238K
10.1K $228K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
9.9K
+ 9.98%
$226K - $233K
109K $2.46M
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
9.64K
+ 25.99%
$220K - $227K
46.7K $1.06M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
9.62K
+ 107.14%
$220K - $227K
18.6K $420K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.59K
+ 2.42%
$219K - $226K
406K $9.17M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
9.29K
New
$212K - $219K
9.29K $210K
Jul 19, 2023 Q2 2023
Essex Savings Bank

BUY
 -
9.2K
New
$210K - $217K
9.2K $208K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
9.19K
+ 38.27%
$210K - $217K
33.2K $750K
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
9.09K
New
$208K - $214K
9.09K $205K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
8.64K
+ 2.19%
$198K - $204K
404K $9.12M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
8.44K
+ 12.96%
$193K - $199K
73.6K $1.66M
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
8.36K
+ 29.24%
$191K - $197K
37K $835K
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
8.32K
+ 24.04%
$190K - $196K
42.9K $970K
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
8.3K
+ 2.62%
$190K - $196K
325K $7.34M
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

BUY
 -
8.24K
+ 2.68%
$188K - $194K
316K $7.14M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
7.99K
+ 3.07%
$183K - $188K
268K $6.05M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.84K
+ 19.53%
$179K - $185K
48K $1.08M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
6.95K
+ 0.75%
$159K - $164K
932K $21.1M
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
6.94K
+ 6.91%
$159K - $164K
107K $2.43M
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
6.84K
+ 14.44%
$156K - $161K
54.2K $1.22M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
6.83K
+ 293.98%
$156K - $161K
9.16K $207K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
6.7K
+ 131.37%
$153K - $158K
11.8K $267K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
6.48K
+ 6.85%
$148K - $153K
101K $2.28M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
6.24K
+ 0.86%
$143K - $147K
732K $16.5M
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
6.22K
+ 27.15%
$142K - $147K
29.1K $658K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
6.12K
+ 3.17%
$140K - $144K
199K $4.51M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
6.1K
+ 2.44%
$140K - $144K
256K $5.78M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
5.9K
+ 10.38%
$135K - $139K
62.7K $1.42M
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
5.88K
+ 3.99%
$135K - $139K
153K $3.46M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.58K
+ 40.28%
$128K - $132K
19.4K $439K
Aug 10, 2023 Q2 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
5.58K
+ 2.48%
$128K - $132K
230K $5.2M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
5.48K
+ 37.04%
$125K - $129K
20.3K $458K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5.12K
+ 14.53%
$117K - $121K
40.4K $912K
Aug 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
5.12K
+ 1.61%
$117K - $121K
323K $7.31M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
5.05K
+ 311.98%
$116K - $119K
6.67K $151K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
4.94K
+ 28.24%
$113K - $117K
22.4K $507K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
4.9K
New
$112K - $116K
4.9K $111K
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
4.79K
+ 6.04%
$110K - $113K
84.1K $1.9M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.74K
+ 2.35%
$108K - $112K
206K $4.66M
Jul 26, 2023 Q2 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
4.69K
+ 0.97%
$107K - $111K
489K $11M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
4.53K
+ 39.15%
$104K - $107K
16.1K $364K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
4.49K
+ 15.71%
$103K - $106K
33K $747K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
4.37K
+ 6.19%
$99.9K - $103K
74.9K $1.69M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
4.33K
+ 8.84%
$99K - $102K
53.3K $1.2M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
4.24K
New
$97K - $100K
4.24K $95.8K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
4.06K
+ 7.22%
$92.9K - $95.8K
60.3K $1.36M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
3.53K
+ 14.06%
$80.7K - $83.2K
28.6K $646K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
3.46K
+ 14.36%
$79.1K - $81.6K
27.6K $622K

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