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
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.45K- 4.58% |
$98.7K - $104K
|
92.7K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.52K- 96.68% |
$100K - $105K
|
155
$3.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.97K- 24.17% |
$110K - $116K
|
15.6K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-5.05K- 6.11% |
$112K - $118K
|
77.5K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.07K- 15.17% |
$112K - $118K
|
28.4K
$636K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.08K- 10.45% |
$113K - $118K
|
43.5K
$976K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.33K- 49.87% |
$118K - $124K
|
5.36K
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 7.38% |
$119K - $125K
|
67.6K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 0.53% |
$120K - $126K
|
1.02M
$22.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.62K- 37.46% |
$125K - $131K
|
9.38K
$210K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.95K- 18.59% |
$132K - $139K
|
26.1K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-6.37K- 27.98% |
$141K - $148K
|
16.4K
$368K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.39K- 11.86% |
$142K - $149K
|
47.5K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.5K- 9.09% |
$144K - $151K
|
65K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 11.53% |
$145K - $153K
|
50.3K
$1.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6.83K- 28.64% |
$152K - $159K
|
17K
$382K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-7.36K- 21.18% |
$163K - $171K
|
27.4K
$614K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 83.33% |
$166K - $175K
|
1.5K
$33.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8.43K- 99.99% |
$187K - $196K
|
1
$22.4
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.82KClosed |
$196K - $205K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.84K- 22.54% |
$196K - $206K
|
30.4K
$681K
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-9K- 2.29% |
$200K - $210K
|
384K
$8.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10.4K- 9.15% |
$231K - $243K
|
104K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.5K- 25.87% |
$234K - $246K
|
30.2K
$677K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-10.7K- 25.64% |
$236K - $248K
|
30.9K
$693K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 6.35% |
$240K - $253K
|
160K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11K- 3.92% |
$245K - $257K
|
271K
$6.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-11.1K- 1.54% |
$247K - $260K
|
711K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11.6K- 42.67% |
$256K - $269K
|
15.5K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-11.8K- 3.55% |
$262K - $275K
|
320K
$7.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-11.8K- 35.79% |
$263K - $276K
|
21.2K
$476K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-11.9K- 37.45% |
$264K - $278K
|
19.9K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12K- 11.39% |
$266K - $279K
|
93.2K
$2.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.4K- 10.06% |
$296K - $311K
|
119K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.5K- 6.68% |
$299K - $315K
|
189K
$4.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.6K- 40.62% |
$301K - $316K
|
19.8K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-13.7K- 34.43% |
$303K - $319K
|
26K
$584K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.1K- 29.29% |
$313K - $329K
|
34.1K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14.4K- 50.76% |
$319K - $335K
|
14K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 47.18% |
$320K - $336K
|
16.2K
$362K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-14.9K- 19.16% |
$330K - $347K
|
62.8K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.9K- 62.72% |
$330K - $347K
|
8.85K
$198K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.9K- 56.72% |
$352K - $370K
|
12.1K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 52.87% |
$361K - $380K
|
14.5K
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-17.2K- 16.95% |
$382K - $402K
|
84.4K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-17.6K- 50.57% |
$391K - $411K
|
17.2K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-17.8K- 26.23% |
$394K - $414K
|
49.9K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-17.9K- 60.76% |
$398K - $418K
|
11.6K
$260K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-18.6K- 67.37% |
$413K - $434K
|
9.02K
$202K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19.3K- 28.08% |
$427K - $449K
|
49.4K
$1.11M
|