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 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3.19KNew |
$68.9K - $73.8K
|
3.19K
$71.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.01K+ 2.56% |
$65.1K - $69.7K
|
121K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.91K+ 0.88% |
$62.9K - $67.4K
|
334K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.91K+ 9.08% |
$62.7K - $67.2K
|
34.9K
$783K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.74K+ 2.97% |
$59.2K - $63.4K
|
94.8K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.73K+ 11.12% |
$58.9K - $63.1K
|
27.3K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.72KNew |
$58.8K - $62.9K
|
2.72K
$61K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.72K+ 16.41% |
$58.7K - $62.8K
|
19.3K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 491.24% |
$58.1K - $62.3K
|
3.24K
$72.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.65KNew |
$57.2K - $61.2K
|
2.65K
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.45K+ 5.32% |
$52.9K - $56.6K
|
48.5K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.41K+ 5.24% |
$52.1K - $55.8K
|
48.5K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.41K+ 9.0% |
$52K - $55.7K
|
29.1K
$653K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.39K+ 10.4% |
$51.7K - $55.3K
|
25.4K
$569K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.39K+ 18.32% |
$51.6K - $55.3K
|
15.4K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17KNew |
$46.8K - $50.1K
|
2.17K
$48.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.15K+ 22.9% |
$46.3K - $49.6K
|
11.5K
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.12KNew |
$45.7K - $48.9K
|
2.12K
$47.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.06K+ 3.23% |
$44.5K - $47.7K
|
65.8K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.05K+ 8.63% |
$44.2K - $47.3K
|
25.7K
$577K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2K+ 51.95% |
$43.2K - $46.3K
|
5.85K
$131K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.99K+ 15.25% |
$43K - $46.1K
|
15K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.97K+ 2.3% |
$42.6K - $45.6K
|
87.9K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.97K+ 10.1% |
$42.5K - $45.5K
|
21.5K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.86K+ 3.64% |
$40.1K - $43K
|
52.9K
$1.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.85K+ 2.95% |
$40K - $42.9K
|
64.7K
$1.45M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.85K+ 0.92% |
$40K - $42.8K
|
203K
$4.55M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.81K+ 7.24% |
$39.2K - $42K
|
26.9K
$603K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 0.35% |
$37.4K - $40.1K
|
495K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$30.7K - $32.9K
|
1.42K
$31.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.38KNew |
$29.8K - $31.9K
|
1.38K
$30.9K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.32K+ 0.55% |
$28.5K - $30.5K
|
243K
$5.45M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 0.28% |
$27.1K - $29K
|
452K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 133.4% |
$27.1K - $29K
|
2.19K
$49.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.23KNew |
$26.5K - $28.4K
|
1.23K
$27.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.22K+ 108.92% |
$26.4K - $28.2K
|
2.34K
$52.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.09KNew |
$23.5K - $25.1K
|
1.09K
$24.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.06K+ 46.6% |
$22.8K - $24.4K
|
3.32K
$74.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1KNew |
$21.6K - $23.1K
|
1K
$22.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
989+ 115.27% |
$21.4K - $22.9K
|
1.85K
$41.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
930+ 5.87% |
$20.1K - $21.5K
|
16.8K
$376K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
906New |
$19.6K - $21K
|
906
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
881New |
$19K - $20.4K
|
881
$19.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
834New |
$18K - $19.3K
|
834
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
790+ 2.18% |
$17.1K - $18.3K
|
37K
$829K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
721+ 2.5% |
$15.6K - $16.7K
|
29.6K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
702+ 575.41% |
$15.2K - $16.2K
|
824
$18.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
649+ 41.5% |
$14K - $15K
|
2.21K
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
648New |
$14K - $15K
|
648
$14.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
606+ 739.02% |
$13.1K - $14K
|
688
$15.4K
|