Purchases and Sales Made in Q2 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 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
81+ 1.46% |
$1.85K - $1.91K
|
5.62K
$127K
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
81+ 1.46% |
$1.85K - $1.91K
|
5.62K
$127K
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
80+ 0.23% |
$1.83K - $1.89K
|
35.5K
$802K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
72New |
$1.65K - $1.7K
|
72
$1.63K
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
68+ 0.53% |
$1.56K - $1.6K
|
12.9K
$291K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
65New |
$1.49K - $1.53K
|
65
$1.47K
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
65+ 0.64% |
$1.49K - $1.53K
|
10.2K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
58New |
$1.33K - $1.37K
|
58
$1.31K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
56New |
$1.28K - $1.32K
|
56
$1.26K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 3.58% |
$1.19K - $1.23K
|
1.5K
$33.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52New |
$1.19K - $1.23K
|
52
$1.17K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48New |
$1.1K - $1.13K
|
48
$1.08K
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
44+ 1.52% |
$1.01K - $1.04K
|
2.93K
$66.2K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39New |
$892 - $920
|
39
$881
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
36+ 0.37% |
$823 - $849
|
9.83K
$222K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
33+ 0.35% |
$755 - $778
|
9.43K
$213K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 4.11% |
$686 - $708
|
760
$17.2K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
26+ 0.61% |
$595 - $613
|
4.29K
$96.8K
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
21+ 0.61% |
$480 - $495
|
3.49K
$78.8K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 0.01% |
$457 - $472
|
184K
$4.14M
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 6.72% |
$366 - $377
|
254
$5.74K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 0.24% |
$274 - $283
|
4.97K
$112K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.09% |
$252 - $259
|
12.7K
$287K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7New |
$160 - $165
|
7
$158
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.61% |
$91.5 - $94.4
|
655
$14.8K
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4+ 0.01% |
$91.5 - $94.4
|
30.8K
$695K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$68.6 - $70.8
|
2.64K
$59.6K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9- 0.08% |
$206 - $212
|
11.4K
$257K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.1% |
$343 - $354
|
14.7K
$332K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-52- 0.14% |
$1.19K - $1.23K
|
37.5K
$847K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-56- 60.22% |
$1.28K - $1.32K
|
37
$835
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-65- 0.15% |
$1.49K - $1.53K
|
41.9K
$946K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-69- 0.49% |
$1.58K - $1.63K
|
14.1K
$318K
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-73- 0.07% |
$1.67K - $1.72K
|
105K
$2.36M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 50.32% |
$1.78K - $1.84K
|
77
$1.74K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-81- 1.36% |
$1.85K - $1.91K
|
5.86K
$132K
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-86- 0.14% |
$1.97K - $2.03K
|
59.9K
$1.35M
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 0.02% |
$2.29K - $2.36K
|
545K
$12.3M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-110- 3.88% |
$2.52K - $2.59K
|
2.73K
$61.6K
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-129- 1.32% |
$2.95K - $3.04K
|
9.68K
$219K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-142Closed |
$3.25K - $3.35K
|
0
$0
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-144- 0.94% |
$3.29K - $3.4K
|
15.2K
$344K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 1.5% |
$3.43K - $3.54K
|
9.87K
$223K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-175- 1.7% |
$4K - $4.13K
|
10.1K
$229K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-185- 0.41% |
$4.23K - $4.36K
|
44.7K
$1.01M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-195- 82.28% |
$4.46K - $4.6K
|
42
$948
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-200- 2.22% |
$4.57K - $4.72K
|
8.81K
$199K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-201- 1.84% |
$4.6K - $4.74K
|
10.7K
$242K
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-264- 2.39% |
$6.04K - $6.23K
|
10.8K
$243K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-287- 0.67% |
$6.56K - $6.77K
|
42.3K
$955K
|