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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-228- 1.84% |
$5.04K - $5.19K
|
12.2K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 2.44% |
$5.24K - $5.39K
|
9.46K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-238- 21.42% |
$5.26K - $5.41K
|
873
$19.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-238- 1.95% |
$5.26K - $5.41K
|
12K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-266- 10.69% |
$5.88K - $6.05K
|
2.22K
$49.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-298- 1.87% |
$6.59K - $6.78K
|
15.7K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-303- 3.3% |
$6.7K - $6.89K
|
8.89K
$199K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-316- 68.7% |
$6.99K - $7.19K
|
144
$3.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-355- 3.78% |
$7.85K - $8.08K
|
9.03K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-382- 75.79% |
$8.45K - $8.69K
|
122
$2.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-397- 1.49% |
$8.78K - $9.03K
|
26.2K
$587K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-418- 79.92% |
$9.25K - $9.51K
|
105
$2.35K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-428- 0.75% |
$9.47K - $9.74K
|
56.4K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-451- 22.5% |
$9.98K - $10.3K
|
1.55K
$34.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-465- 1.9% |
$10.3K - $10.6K
|
24K
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-513- 10.16% |
$11.3K - $11.7K
|
4.54K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-535- 34.03% |
$11.8K - $12.2K
|
1.04K
$23.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-541- 3.53% |
$12K - $12.3K
|
14.8K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-560- 10.0% |
$12.4K - $12.7K
|
5.04K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-597- 77.84% |
$13.2K - $13.6K
|
170
$3.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-628- 33.71% |
$13.9K - $14.3K
|
1.24K
$27.7K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-685- 2.73% |
$15.2K - $15.6K
|
24.4K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-686- 1.89% |
$15.2K - $15.6K
|
35.7K
$800K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-704- 2.78% |
$15.6K - $16K
|
24.6K
$551K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-707- 2.56% |
$15.6K - $16.1K
|
26.9K
$603K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-774- 2.06% |
$17.1K - $17.6K
|
36.8K
$825K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-804- 1.29% |
$17.8K - $18.3K
|
61.7K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-828- 7.25% |
$18.3K - $18.8K
|
10.6K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-906- 2.82% |
$20K - $20.6K
|
31.2K
$700K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-910- 6.03% |
$20.1K - $20.7K
|
14.2K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-990- 39.94% |
$21.9K - $22.5K
|
1.49K
$33.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.03K- 80.28% |
$22.7K - $23.3K
|
252
$5.65K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.06K- 31.79% |
$23.3K - $24K
|
2.26K
$50.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.08K- 79.59% |
$24K - $24.7K
|
278
$6.23K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.16K- 3.35% |
$25.6K - $26.3K
|
33.4K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 64.86% |
$26.5K - $27.2K
|
648
$14.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.2K- 10.01% |
$26.5K - $27.3K
|
10.8K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 3.09% |
$26.9K - $27.7K
|
38.2K
$856K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.31K- 9.91% |
$29K - $29.8K
|
11.9K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.31K- 1.56% |
$29.1K - $29.9K
|
83K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 9.58% |
$32.9K - $33.8K
|
14K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.49K- 44.03% |
$32.9K - $33.8K
|
1.89K
$42.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.5K- 58.03% |
$33.2K - $34.2K
|
1.09K
$24.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.58K- 4.29% |
$35K - $36K
|
35.3K
$792K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.59K- 55.26% |
$35.1K - $36.1K
|
1.28K
$28.8K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.6K- 0.2% |
$35.4K - $36.4K
|
817K
$18.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.6K- 9.55% |
$35.5K - $36.5K
|
15.2K
$341K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 5.23% |
$35.7K - $36.8K
|
29.3K
$657K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.68K- 11.05% |
$37.1K - $38.2K
|
13.5K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.68K- 2.84% |
$37.1K - $38.2K
|
57.5K
$1.29M
|