Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-178K- 18.43% |
$3.85M - $4.12M
|
789K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-187K- 15.54% |
$4.03M - $4.32M
|
1.01M
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-194K- 76.63% |
$4.18M - $4.48M
|
59.1K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-194K- 33.76% |
$4.19M - $4.48M
|
380K
$8.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-202K- 91.05% |
$4.35M - $4.66M
|
19.8K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-209K- 80.28% |
$4.52M - $4.84M
|
51.4K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-215K- 38.67% |
$4.63M - $4.96M
|
340K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-216K- 68.18% |
$4.66M - $4.99M
|
101K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-271K- 94.32% |
$5.86M - $6.27M
|
16.3K
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-272K- 17.09% |
$5.88M - $6.29M
|
1.32M
$29.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-277K- 56.91% |
$5.98M - $6.41M
|
210K
$4.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-277K- 0.49% |
$5.99M - $6.42M
|
55.8M
$1.24B
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285K- 9.42% |
$6.15M - $6.59M
|
2.74M
$60.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-321K- 5.58% |
$6.94M - $7.43M
|
5.44M
$121M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-397K- 33.1% |
$8.58M - $9.19M
|
803K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-402K- 6.44% |
$8.69M - $9.3M
|
5.84M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-422K- 7.14% |
$9.12M - $9.76M
|
5.49M
$122M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-428K- 72.91% |
$9.25M - $9.91M
|
159K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-444K- 31.23% |
$9.59M - $10.3M
|
977K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-482K- 75.1% |
$10.4M - $11.2M
|
160K
$3.56M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-498K- 95.66% |
$10.8M - $11.5M
|
22.6K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-577K- 48.92% |
$12.5M - $13.3M
|
602K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-631K- 96.9% |
$13.6M - $14.6M
|
20.2K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-645K- 58.06% |
$13.9M - $14.9M
|
466K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-650K- 29.28% |
$14M - $15M
|
1.57M
$35M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-673K- 43.74% |
$14.5M - $15.6M
|
866K
$19.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-688K- 87.64% |
$14.9M - $15.9M
|
97.1K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-796K- 33.94% |
$17.2M - $18.4M
|
1.55M
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-809K- 59.77% |
$17.5M - $18.7M
|
545K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-866K- 46.83% |
$18.7M - $20M
|
983K
$21.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-921K- 97.95% |
$19.9M - $21.3M
|
19.3K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.03M- 26.7% |
$22.3M - $23.9M
|
2.84M
$63.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.15M- 75.97% |
$24.9M - $26.7M
|
365K
$8.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.35M- 35.59% |
$29.2M - $31.2M
|
2.44M
$54.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.39M- 57.02% |
$30M - $32.1M
|
1.05M
$23.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.96M- 40.93% |
$42.4M - $45.4M
|
2.83M
$63.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.19M- 19.7% |
$47.4M - $50.7M
|
8.94M
$199M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.74M- 34.35% |
$59.3M - $63.5M
|
5.24M
$117M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.86M- 76.47% |
$83.4M - $89.3M
|
1.19M
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.8M- 42.39% |
$125M - $134M
|
7.88M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.7M- 2.9% |
$232M - $248M
|
359M
$7.99B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.3M- 26.16% |
$352M - $376M
|
45.9M
$1.02B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.3M- 86.51% |
$1.24B - $1.33B
|
8.94M
$199M
|