Latest Institutional Transactions on Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information on the latest institutional transactions involving Ishares U.S. Treasury Bond ETF (GOVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.57KNew |
$215K - $221K
|
9.57K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.4KNew |
$370K - $380K
|
16.4K
$375K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.57K- 27.04% |
$80.4K - $82.5K
|
9.64K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
170New |
$3.83K - $3.92K
|
170
$3.88K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
15.9K+ 29.02% |
$359K - $368K
|
70.9K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.6MNew |
$58.5M - $60M
|
2.6M
$59.3M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
717KNew |
$16.1M - $16.6M
|
717K
$16.4M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.41K- 37.63% |
$31.8K - $32.6K
|
2.34K
$53.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.48KNew |
$146K - $149K
|
6.48K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.18K- 6.31% |
$71.5K - $73.3K
|
47.1K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.75K- 29.56% |
$84.4K - $86.5K
|
8.93K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.7K- 62.77% |
$241K - $247K
|
6.34K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
31K+ 6.26% |
$698K - $716K
|
526K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-944- 2.36% |
$21.2K - $21.8K
|
39K
$889K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-664- 87.83% |
$14.9K - $15.3K
|
92
$2.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
8.83KNew |
$199K - $204K
|
8.83K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74- 0.78% |
$1.67K - $1.71K
|
9.37K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
129New |
$2.9K - $2.98K
|
129
$2.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.44K- 59.02% |
$168K - $172K
|
5.17K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.54K+ 22.81% |
$192K - $197K
|
46K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
5+ 20.83% |
$113 - $115
|
29
$661
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
85New |
$1.91K - $1.96K
|
85
$1.94K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.51K+ 14.43% |
$34.1K - $34.9K
|
12K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
331+ 0.79% |
$7.45K - $7.64K
|
42.4K
$966K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.84KNew |
$199K - $204K
|
8.84K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$67.5 - $69.2
|
3
$68.4
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 0.4% |
$788 - $808
|
8.82K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.41KNew |
$54.3K - $55.7K
|
2.41K
$55.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.2K+ 84.28% |
$296K - $304K
|
28.8K
$657K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.52K- 76.66% |
$102K - $104K
|
1.38K
$31.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
120New |
$2.7K - $2.77K
|
120
$2.74K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
175+ 1.75% |
$3.94K - $4.04K
|
10.2K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.53K- 14.34% |
$34.3K - $35.2K
|
9.11K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.53KNew |
$79.5K - $81.5K
|
3.53K
$80.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.78K- 36.23% |
$175K - $179K
|
13.7K
$312K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
17+ 0.2% |
$383 - $392
|
8.37K
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.3KNew |
$209K - $215K
|
9.3K
$212K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.2K- 43.76% |
$298K - $306K
|
17K
$388K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
21.2K+ 4.59% |
$477K - $489K
|
483K
$11M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
30.9KNew |
$667K - $714K
|
30.9K
$704K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.73K- 94.94% |
$102K - $109K
|
252
$5.75K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
257New |
$5.55K - $5.94K
|
257
$5.86K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.49KNew |
$75.4K - $80.7K
|
3.49K
$79.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.7K- 5.73% |
$58.3K - $62.5K
|
44.4K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.57K- 93.89% |
$55.4K - $59.4K
|
167
$3.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
208New |
$4.49K - $4.81K
|
208
$4.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.25K- 55.49% |
$70.3K - $75.2K
|
2.61K
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.4KNew |
$398K - $426K
|
18.4K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$467K - $500K
|
21.6K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.57KNew |
$207K - $221K
|
9.57K
$218K
|
|