One Wealth Management Investment & Advisory Services, LLC Ishares U.S. Treasury Bond ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$22.12 - $22.75 $32,870 - $33,806	-1,486 Reduced 9.58%	14,028 $317 Million
Q1 2024 May 14, 2024	BUY	$22.51 - $23.08 $91,975 - $94,304	4,086 Added 35.75%	15,514 $353 Million
Q4 2023 Jan 25, 2024	BUY	$21.6 - $23.13 $246,844 - $264,329	11,428 New	11,428 $263 Million

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.45 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.52 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$821 Million
0.55% of portfolio

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

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