Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.5K+ 3.67% |
$1.01M - $1.03M
|
1.09M
$24.4M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.8K+ 19.3% |
$991K - $1.01M
|
234K
$5.25M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.5K+ 12.9% |
$985K - $1M
|
328K
$7.38M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
37.5K+ 2.0% |
$983K - $1M
|
1.91M
$43M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
35.7K+ 7.28% |
$937K - $955K
|
526K
$11.8M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34.5KNew |
$906K - $923K
|
34.5K
$776K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
34.2K+ 87.02% |
$898K - $915K
|
73.6K
$1.65M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
33.8K+ 9.18% |
$886K - $903K
|
402K
$9.03M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.4K+ 4.61% |
$876K - $893K
|
758K
$17M
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
32.7KNew |
$857K - $874K
|
32.7K
$734K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 6.93% |
$853K - $870K
|
502K
$11.3M
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
32.3KNew |
$848K - $865K
|
32.3K
$727K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.3K+ 12.54% |
$846K - $862K
|
289K
$6.51M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32KNew |
$840K - $856K
|
32K
$720K
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
31.7KNew |
$833K - $848K
|
31.7K
$713K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31.7K+ 10.94% |
$831K - $847K
|
321K
$7.22M
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
31.5K+ 19.44% |
$827K - $843K
|
194K
$4.35M
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
30.8KNew |
$809K - $825K
|
30.8K
$693K
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
30.6K+ 2.62% |
$804K - $819K
|
1.2M
$27M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
30.4KNew |
$797K - $813K
|
30.4K
$683K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30K+ 14.9% |
$787K - $802K
|
231K
$5.2M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
29.6KNew |
$776K - $791K
|
29.6K
$665K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.8KNew |
$755K - $769K
|
28.8K
$647K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.5K+ 14.75% |
$748K - $763K
|
222K
$4.99M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
28.4KNew |
$745K - $759K
|
28.4K
$638K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28.3KNew |
$743K - $757K
|
28.3K
$637K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
27.5KNew |
$723K - $736K
|
27.5K
$619K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.2K+ 19.12% |
$714K - $728K
|
170K
$3.81M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
27.2KNew |
$713K - $726K
|
27.2K
$611K
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
27.2KNew |
$712K - $726K
|
27.2K
$610K
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
26.9K+ 3.89% |
$706K - $720K
|
719K
$16.2M
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
26.8K+ 156.14% |
$703K - $716K
|
43.9K
$988K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 3.98% |
$679K - $692K
|
676K
$15.2M
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
25.9KNew |
$679K - $692K
|
25.9K
$582K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.5KNew |
$668K - $681K
|
25.5K
$572K
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
24.2K+ 7.34% |
$636K - $648K
|
354K
$7.97M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.4K+ 22.89% |
$615K - $627K
|
126K
$2.83M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.8K+ 197.57% |
$573K - $584K
|
32.9K
$739K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21.5KNew |
$563K - $574K
|
21.5K
$483K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21K+ 20.5% |
$552K - $562K
|
124K
$2.78M
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
20.2K+ 9.58% |
$529K - $540K
|
231K
$5.19M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20K+ 4.28% |
$526K - $536K
|
488K
$11M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
19.3KNew |
$505K - $515K
|
19.3K
$433K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
19.1KNew |
$501K - $511K
|
19.1K
$429K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
18.7KNew |
$490K - $500K
|
18.7K
$420K
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
18.4K+ 8.51% |
$482K - $491K
|
234K
$5.27M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18KNew |
$473K - $482K
|
18K
$405K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17.2K+ 2.03% |
$452K - $460K
|
867K
$19.5M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 1.21% |
$445K - $453K
|
1.42M
$31.8M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
16.8K+ 141.49% |
$441K - $449K
|
28.7K
$645K
|