Purchases and Sales Made in Q4 2022 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 2022. 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 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.7KNew |
$237K - $249K
|
10.7K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
10.7K+ 35.73% |
$237K - $249K
|
40.6K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$233K - $245K
|
10.5K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5KNew |
$233K - $245K
|
10.5K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10.5K+ 2.82% |
$232K - $244K
|
382K
$8.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4K+ 113.41% |
$231K - $242K
|
19.6K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.83KNew |
$218K - $229K
|
9.83K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.74KNew |
$216K - $227K
|
9.74K
$223K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9.64KNew |
$214K - $225K
|
9.64K
$221K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9.57KNew |
$212K - $223K
|
9.57K
$219K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.29K+ 13.75% |
$206K - $217K
|
76.9K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.26KNew |
$205K - $216K
|
9.26K
$212K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.18K+ 1.99% |
$204K - $214K
|
471K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9.18KNew |
$204K - $214K
|
9.18K
$210K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.12KNew |
$202K - $213K
|
9.12K
$209K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.99K+ 84.89% |
$199K - $209K
|
19.6K
$449K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.64K+ 19.09% |
$192K - $201K
|
53.9K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.48K+ 1.25% |
$188K - $198K
|
685K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.14K+ 3.54% |
$181K - $190K
|
238K
$5.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
7.91K+ 260.16% |
$176K - $184K
|
11K
$251K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.76K+ 52.45% |
$150K - $158K
|
19.7K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.58K+ 17.53% |
$146K - $153K
|
44.1K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.52K+ 2.12% |
$145K - $152K
|
314K
$7.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.24K+ 110.13% |
$138K - $145K
|
11.9K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
6.06K+ 43.89% |
$134K - $141K
|
19.9K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.01KNew |
$133K - $140K
|
6.01K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.86K+ 7.64% |
$130K - $137K
|
82.6K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5.85K+ 24.31% |
$130K - $136K
|
29.9K
$686K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
5.58KNew |
$124K - $130K
|
5.58K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.12K+ 2.65% |
$114K - $119K
|
198K
$4.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.1KNew |
$113K - $119K
|
5.1K
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
4.74K+ 25.5% |
$105K - $110K
|
23.3K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.72KNew |
$105K - $110K
|
4.72K
$108K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.64K+ 7.07% |
$103K - $108K
|
70.2K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.54K+ 11.11% |
$101K - $106K
|
45.4K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.53K+ 38.93% |
$101K - $106K
|
16.2K
$371K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.53K+ 244.55% |
$100K - $106K
|
6.38K
$146K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.53K+ 244.55% |
$100K - $106K
|
6.38K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.47KNew |
$99.2K - $104K
|
4.47K
$103K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.14KNew |
$91.8K - $96.4K
|
4.14K
$94.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.7K+ 25.55% |
$82K - $86.1K
|
18.2K
$416K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.59K+ 10.64% |
$79.5K - $83.5K
|
37.3K
$855K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.36K+ 35.68% |
$74.5K - $78.2K
|
12.8K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.15K+ 128.03% |
$69.8K - $73.3K
|
5.61K
$129K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.86K+ 35.19% |
$63.5K - $66.7K
|
11K
$252K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.66K+ 3.81% |
$59K - $61.9K
|
72.4K
$1.66M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.48K+ 1.27% |
$54.9K - $57.7K
|
198K
$4.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.41K+ 1.17% |
$53.4K - $56.1K
|
208K
$4.78M
|