Purchases and Sales Made in Q2 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 Q2 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 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
149K+ 21.05% |
$3.3M - $3.39M
|
857K
$19.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
147KNew |
$3.26M - $3.35M
|
147K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
144KNew |
$3.19M - $3.28M
|
144K
$3.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
140KNew |
$3.09M - $3.18M
|
140K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
136K+ 5.13% |
$3.01M - $3.09M
|
2.79M
$62.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129K+ 69.39% |
$2.85M - $2.93M
|
314K
$7.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
128K+ 4.4% |
$2.83M - $2.91M
|
3.03M
$68M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
123K+ 872.96% |
$2.71M - $2.79M
|
137K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
119KNew |
$2.63M - $2.7M
|
119K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
115K+ 63.22% |
$2.55M - $2.62M
|
298K
$6.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
112K+ 2.67% |
$2.48M - $2.55M
|
4.31M
$96.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
109KNew |
$2.42M - $2.49M
|
109K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
106K+ 59.93% |
$2.35M - $2.42M
|
284K
$6.36M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
101K+ 12.76% |
$2.24M - $2.3M
|
893K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
98.9K+ 6.39% |
$2.19M - $2.25M
|
1.65M
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94K+ 13.53% |
$2.08M - $2.14M
|
788K
$17.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
93.6K+ 17.35% |
$2.07M - $2.13M
|
633K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
91.2K+ 14.35% |
$2.02M - $2.07M
|
727K
$16.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
91KNew |
$2.01M - $2.07M
|
91K
$2.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
89.6K+ 19.32% |
$1.98M - $2.04M
|
553K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
87.7KNew |
$1.94M - $1.99M
|
87.7K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
87.3K+ 92.3% |
$1.93M - $1.99M
|
182K
$4.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85.3K+ 66.33% |
$1.89M - $1.94M
|
214K
$4.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
83.7K+ 109.02% |
$1.85M - $1.9M
|
161K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
83.5K+ 406.11% |
$1.85M - $1.9M
|
104K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.7K+ 5.85% |
$1.81M - $1.86M
|
1.48M
$33.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81.2K+ 6.4% |
$1.8M - $1.85M
|
1.35M
$30.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
79.4K+ 134.77% |
$1.76M - $1.81M
|
138K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.1K+ 24.29% |
$1.75M - $1.8M
|
405K
$9.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
76.9KNew |
$1.7M - $1.75M
|
76.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.5K+ 5.88% |
$1.56M - $1.6M
|
1.27M
$28.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
69.6K+ 152.14% |
$1.54M - $1.58M
|
115K
$2.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
68.3K+ 143.76% |
$1.51M - $1.55M
|
116K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
66K+ 13.15% |
$1.46M - $1.5M
|
568K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
64.3K+ 6.16% |
$1.42M - $1.46M
|
1.11M
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
64KNew |
$1.41M - $1.45M
|
64K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
63.7KNew |
$1.41M - $1.45M
|
63.7K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
60.5K+ 272.4% |
$1.34M - $1.38M
|
82.8K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
56.2K+ 3.53% |
$1.24M - $1.28M
|
1.65M
$37M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
56.1K+ 4.69% |
$1.24M - $1.28M
|
1.25M
$28.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
54.2K+ 104.44% |
$1.2M - $1.23M
|
106K
$2.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.7K+ 13.2% |
$1.19M - $1.22M
|
460K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
52.1K+ 48.04% |
$1.15M - $1.19M
|
161K
$3.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
50.4K+ 59.3% |
$1.12M - $1.15M
|
135K
$3.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
49.3K+ 5.86% |
$1.09M - $1.12M
|
891K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48KNew |
$1.06M - $1.09M
|
48K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
48KNew |
$1.06M - $1.09M
|
48K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45.9KNew |
$1.01M - $1.04M
|
45.9K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
44.8KNew |
$991K - $1.02M
|
44.8K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
44.2K+ 237.58% |
$977K - $1.01M
|
62.8K
$1.41M
|