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 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-481- 4.71% |
$10.7K - $11.2K
|
9.72K
$218K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-500- 35.61% |
$11.1K - $11.7K
|
904
$20.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-522- 2.02% |
$11.6K - $12.2K
|
25.3K
$567K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-680- 42.03% |
$15.1K - $15.8K
|
938
$21K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-691- 1.01% |
$15.3K - $16.1K
|
67.4K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-812- 10.1% |
$18K - $18.9K
|
7.23K
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-831- 13.22% |
$18.4K - $19.4K
|
5.46K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-834- 8.37% |
$18.5K - $19.4K
|
9.13K
$205K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-888- 10.74% |
$19.7K - $20.7K
|
7.38K
$166K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-928- 1.23% |
$20.6K - $21.6K
|
74.3K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-951- 1.96% |
$21.1K - $22.2K
|
47.6K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.01K- 0.98% |
$22.4K - $23.6K
|
102K
$2.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 11.65% |
$26.7K - $28.1K
|
9.14K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.36K- 2.01% |
$30.1K - $31.7K
|
66.3K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.38K- 11.33% |
$30.7K - $32.2K
|
10.8K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 3.81% |
$30.9K - $32.4K
|
35.1K
$788K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 77.07% |
$33.2K - $34.9K
|
446
$10K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 10.48% |
$34.1K - $35.9K
|
13.1K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.68K- 43.41% |
$37.2K - $39.1K
|
2.19K
$49.1K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.81K- 68.56% |
$40.2K - $42.3K
|
832
$18.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 0.36% |
$40.3K - $42.3K
|
508K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.9K- 2.55% |
$42.2K - $44.3K
|
72.8K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.91K- 4.31% |
$42.3K - $44.4K
|
42.3K
$949K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.95K- 89.26% |
$43.1K - $45.3K
|
234
$5.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.13K- 2.78% |
$47.2K - $49.6K
|
74.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.18K- 17.04% |
$48.4K - $50.8K
|
10.6K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.2K- 69.53% |
$48.8K - $51.3K
|
965
$21.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.24K- 0.9% |
$49.7K - $52.2K
|
248K
$5.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.3K- 5.3% |
$51K - $53.6K
|
41.1K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.34K- 11.07% |
$51.8K - $54.4K
|
18.8K
$421K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.35K- 11.12% |
$52.1K - $54.8K
|
18.8K
$421K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 17.38% |
$53K - $55.7K
|
11.4K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.44K- 10.32% |
$54.1K - $56.9K
|
21.2K
$475K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 13.77% |
$57.1K - $60K
|
16.1K
$361K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.59K- 20.04% |
$57.4K - $60.3K
|
10.3K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.82K- 3.13% |
$62.5K - $65.6K
|
87.2K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.03K- 52.06% |
$67.1K - $70.5K
|
2.79K
$62.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-3.09K- 1.67% |
$68.4K - $71.9K
|
182K
$4.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.45K- 16.38% |
$76.6K - $80.5K
|
17.6K
$395K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.57K- 99.92% |
$79.1K - $83.1K
|
3
$67.3
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.66K- 5.73% |
$81.1K - $85.2K
|
60.1K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.72K- 0.36% |
$82.4K - $86.6K
|
1.02M
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.74K- 60.99% |
$83K - $87.1K
|
2.39K
$53.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.79K- 10.77% |
$84.1K - $88.4K
|
31.4K
$705K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.8K- 12.17% |
$84.2K - $88.5K
|
27.4K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.8K- 22.25% |
$84.4K - $88.6K
|
13.3K
$298K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3.95K- 5.13% |
$87.6K - $92K
|
73.1K
$1.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.05K- 1.39% |
$89.9K - $94.5K
|
287K
$6.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.14K- 2.91% |
$91.7K - $96.3K
|
138K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.14K- 16.4% |
$91.9K - $96.6K
|
21.1K
$474K
|