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 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
207+ 2.19% |
$4.59K - $4.82K
|
9.65K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
204New |
$4.52K - $4.75K
|
204
$4.64K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
203New |
$4.5K - $4.73K
|
203
$4.62K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
186+ 0.42% |
$4.13K - $4.33K
|
44.7K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
172+ 5.54% |
$3.81K - $4.01K
|
3.28K
$74.5K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
166+ 1.7% |
$3.68K - $3.87K
|
9.96K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
159New |
$3.53K - $3.7K
|
159
$3.62K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
152New |
$3.37K - $3.54K
|
152
$3.46K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
152+ 1.55% |
$3.37K - $3.54K
|
9.96K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148+ 1345.45% |
$3.28K - $3.45K
|
159
$3.62K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
146+ 1.83% |
$3.24K - $3.4K
|
8.13K
$185K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
144New |
$3.19K - $3.36K
|
144
$3.27K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
114+ 0.76% |
$2.53K - $2.66K
|
15.1K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
111+ 0.76% |
$2.46K - $2.59K
|
14.8K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
106New |
$2.35K - $2.47K
|
106
$2.41K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
97+ 0.76% |
$2.15K - $2.26K
|
12.9K
$292K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
95+ 0.47% |
$2.11K - $2.21K
|
20.2K
$460K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
72+ 0.22% |
$1.6K - $1.68K
|
33K
$750K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 93.33% |
$1.55K - $1.63K
|
145
$3.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
68+ 46.26% |
$1.51K - $1.58K
|
215
$4.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
54+ 1.1% |
$1.2K - $1.26K
|
4.99K
$113K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
53New |
$1.18K - $1.23K
|
53
$1.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$1.11K - $1.17K
|
50
$1.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$821 - $862
|
37
$841
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
26+ 0.76% |
$577 - $606
|
3.46K
$78.6K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
21New |
$466 - $489
|
21
$478
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 1.87% |
$399 - $419
|
982
$22.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 7.91% |
$377 - $396
|
232
$5.28K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.82% |
$222 - $233
|
1.23K
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 0.78% |
$111 - $117
|
648
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
3New |
$66.5 - $69.9
|
3
$68.2
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$22.2 - $23.3
|
1
$22.7
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.04% |
$22.2 - $23.3
|
2.84K
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-5- 0.02% |
$111 - $117
|
28.2K
$642K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-28- 6.48% |
$621 - $652
|
404
$9.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-31- 0.31% |
$688 - $722
|
10.1K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-45- 0.02% |
$998 - $1.05K
|
218K
$4.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-80- 44.44% |
$1.77K - $1.86K
|
100
$2.27K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-119- 1.23% |
$2.64K - $2.77K
|
9.58K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-207- 0.24% |
$4.59K - $4.82K
|
84.3K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-208- 1.26% |
$4.61K - $4.85K
|
16.3K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-209- 1.5% |
$4.64K - $4.87K
|
13.8K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-245- 1.21% |
$5.43K - $5.71K
|
19.9K
$453K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-267- 1.01% |
$5.92K - $6.22K
|
26.3K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-274- 1.11% |
$6.08K - $6.38K
|
24.5K
$557K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-305- 0.31% |
$6.76K - $7.11K
|
99.4K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-341- 98.27% |
$7.56K - $7.95K
|
6
$136
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-393- 0.27% |
$8.72K - $9.16K
|
147K
$3.34M
|