Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-474K- 89.19% |
$10.4M - $10.9M
|
57.5K
$1.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-484K- 29.03% |
$10.6M - $11.1M
|
1.18M
$26.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-490K- 66.97% |
$10.8M - $11.3M
|
242K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-494K- 16.35% |
$10.9M - $11.4M
|
2.53M
$57.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-496K- 64.22% |
$10.9M - $11.4M
|
276K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-521K- 96.94% |
$11.5M - $12M
|
16.5K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-542K- 81.5% |
$11.9M - $12.5M
|
123K
$2.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-583K- 69.78% |
$12.8M - $13.4M
|
253K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-588K- 24.12% |
$12.9M - $13.5M
|
1.85M
$41.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-619K- 65.13% |
$13.6M - $14.2M
|
332K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-627K- 52.57% |
$13.8M - $14.4M
|
565K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-634K- 78.86% |
$13.9M - $14.6M
|
170K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-660K- 35.87% |
$14.5M - $15.2M
|
1.18M
$26.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-797K- 51.31% |
$17.5M - $18.3M
|
756K
$17.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.02M- 63.94% |
$22.4M - $23.4M
|
574K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17M- 85.7% |
$25.8M - $27M
|
196K
$4.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.3M- 17.26% |
$28.6M - $30M
|
6.25M
$141M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.42M- 94.38% |
$31.3M - $32.7M
|
84.7K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.62M- 12.42% |
$35.6M - $37.3M
|
11.4M
$258M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63M- 59.42% |
$35.8M - $37.4M
|
1.11M
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.65M- 21.8% |
$36.3M - $37.9M
|
5.91M
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.39M- 4.09% |
$52.6M - $55M
|
56.1M
$1.27B
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.67M- 53.2% |
$58.6M - $61.4M
|
2.35M
$53M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45M- 70.83% |
$75.9M - $79.4M
|
1.42M
$32.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.18M- 46.59% |
$92M - $96.2M
|
4.79M
$108M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.66M- 75.18% |
$103M - $107M
|
1.54M
$34.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.46M- 22.61% |
$120M - $126M
|
18.7M
$422M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.34M- 34.93% |
$161M - $169M
|
13.7M
$309M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-7.95M- 67.7% |
$175M - $183M
|
3.79M
$85.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.4M- 60.79% |
$272M - $285M
|
7.99M
$180M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.5M- 92.57% |
$276M - $289M
|
1.01M
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13M- 89.57% |
$287M - $300M
|
1.52M
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.7M- 31.64% |
$674M - $706M
|
66.3M
$1.5B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.3M- 51.95% |
$1.48B - $1.55B
|
62.2M
$1.4B
|