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
|
Ogorek Anthony Joseph
|
BUY
|
- |
592New |
$12.8K - $13.7K
|
592
$13.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
551+ 0.14% |
$11.9K - $12.7K
|
394K
$8.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
500+ 0.18% |
$10.8K - $11.6K
|
276K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
473New |
$10.2K - $10.9K
|
473
$10.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
468New |
$10.1K - $10.8K
|
468
$10.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
460New |
$9.94K - $10.6K
|
460
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
443New |
$9.57K - $10.2K
|
443
$9.87K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
426+ 37.17% |
$9.2K - $9.85K
|
1.57K
$35K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
313+ 0.99% |
$6.76K - $7.24K
|
31.9K
$711K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
294+ 14700.0% |
$6.35K - $6.8K
|
296
$6.59K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271New |
$5.85K - $6.27K
|
271
$6.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
264New |
$5.7K - $6.11K
|
264
$5.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
263New |
$5.68K - $6.08K
|
263
$5.86K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
257New |
$5.55K - $5.94K
|
257
$5.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
255New |
$5.51K - $5.9K
|
255
$5.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
210+ 154.41% |
$4.54K - $4.86K
|
346
$7.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
208New |
$4.49K - $4.81K
|
208
$4.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$4.32K - $4.63K
|
200
$4.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
187New |
$4.04K - $4.33K
|
187
$4.16K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
164New |
$3.54K - $3.79K
|
164
$3.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
163+ 0.99% |
$3.52K - $3.77K
|
16.6K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
163+ 0.07% |
$3.52K - $3.77K
|
236K
$5.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
143New |
$3.09K - $3.31K
|
143
$3.18K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
133+ 0.3% |
$2.87K - $3.08K
|
45K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
121New |
$2.61K - $2.8K
|
121
$2.69K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
96New |
$2.07K - $2.22K
|
96
$2.14K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
87New |
$1.88K - $2.01K
|
87
$1.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
80+ 0.76% |
$1.73K - $1.85K
|
10.6K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
68+ 0.57% |
$1.47K - $1.57K
|
11.9K
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64New |
$1.38K - $1.48K
|
64
$1.43K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
57New |
$1.23K - $1.32K
|
57
$1.27K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
53+ 0.57% |
$1.14K - $1.23K
|
9.32K
$208K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
37+ 17.05% |
$799 - $856
|
254
$5.66K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
35+ 0.42% |
$756 - $810
|
8.35K
$186K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
34+ 0.32% |
$734 - $786
|
10.7K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.25% |
$691 - $740
|
12.7K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 5.89% |
$648 - $694
|
539
$12K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
24New |
$518 - $555
|
24
$534
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.16% |
$518 - $555
|
15K
$334K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20New |
$432 - $463
|
20
$445
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13New |
$281 - $301
|
13
$290
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 0.1% |
$238 - $254
|
10.9K
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
7+ 1.06% |
$151 - $162
|
666
$14.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$43.2 - $46.3
|
2
$44.5
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 2.17% |
$21.6 - $23.1
|
47
$1.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.19% |
$64.8 - $69.4
|
1.6K
$35.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 0.2% |
$216 - $231
|
4.97K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.1% |
$238 - $254
|
10.6K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 4.7% |
$454 - $486
|
426
$9.49K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-26- 0.15% |
$562 - $601
|
16.8K
$375K
|