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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-14.5K- 54.09% |
$320K - $334K
|
12.3K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 55.01% |
$336K - $352K
|
12.5K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15.5K- 20.1% |
$341K - $357K
|
61.7K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16.1K- 47.11% |
$354K - $371K
|
18.1K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.4K- 25.46% |
$384K - $401K
|
51.1K
$1.15M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17.6K- 55.75% |
$386K - $404K
|
14K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17.8K- 97.96% |
$391K - $409K
|
370
$8.35K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.3K- 40.16% |
$424K - $444K
|
28.7K
$649K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 65.44% |
$425K - $444K
|
10.2K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 65.73% |
$434K - $454K
|
10.3K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20K- 71.68% |
$440K - $461K
|
7.91K
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20.4K- 0.67% |
$449K - $470K
|
3.02M
$68.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.6K- 56.53% |
$453K - $474K
|
15.8K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 44.41% |
$456K - $478K
|
26K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-23.5K- 10.22% |
$518K - $542K
|
207K
$4.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-24.2K- 32.84% |
$531K - $556K
|
49.4K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24.3K- 47.18% |
$535K - $559K
|
27.2K
$614K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24.7K- 37.76% |
$544K - $569K
|
40.8K
$920K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.5K- 41.54% |
$561K - $587K
|
35.9K
$810K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25.6K- 83.04% |
$562K - $588K
|
5.22K
$118K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26.7K- 35.44% |
$587K - $614K
|
48.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-26.9K- 37.69% |
$590K - $618K
|
44.4K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-27.3K- 13.09% |
$600K - $628K
|
181K
$4.09M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.2K- 44.38% |
$619K - $648K
|
35.3K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-28.5K- 53.02% |
$627K - $656K
|
25.3K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-29.2K- 0.82% |
$642K - $672K
|
3.54M
$79.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-29.5K- 66.89% |
$649K - $679K
|
14.6K
$330K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-30.2K- 0.52% |
$665K - $696K
|
5.76M
$130M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-30.8K- 42.52% |
$677K - $708K
|
41.6K
$940K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-31.1K- 72.56% |
$683K - $715K
|
11.8K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-32.2K- 36.84% |
$707K - $740K
|
55.1K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.2K- 4.7% |
$708K - $740K
|
652K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32.3K- 85.01% |
$710K - $742K
|
5.69K
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-33K- 67.95% |
$726K - $759K
|
15.6K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-33.6K- 52.74% |
$738K - $772K
|
30.1K
$679K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34.6K- 67.91% |
$760K - $795K
|
16.3K
$369K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-34.6K- 55.9% |
$761K - $797K
|
27.3K
$617K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-35.9K- 66.15% |
$789K - $825K
|
18.4K
$414K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36.8K- 73.39% |
$810K - $848K
|
13.4K
$302K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-37.7K- 5.48% |
$830K - $868K
|
651K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38.9K- 96.31% |
$855K - $895K
|
1.49K
$33.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-39.6K- 12.11% |
$871K - $911K
|
288K
$6.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40.4K- 37.06% |
$888K - $930K
|
68.6K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40.7K- 80.93% |
$895K - $937K
|
9.59K
$217K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.7K- 62.8% |
$940K - $983K
|
25.3K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42.8K- 37.76% |
$942K - $985K
|
70.6K
$1.59M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-43.1K- 41.17% |
$947K - $991K
|
61.5K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-43.6K- 33.44% |
$959K - $1M
|
86.8K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45K- 57.31% |
$989K - $1.03M
|
33.5K
$756K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-49.4K- 65.98% |
$1.09M - $1.14M
|
25.5K
$576K
|