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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.4KNew |
$32.1K - $33.1K
|
1.4K
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-890- 4.27% |
$20.4K - $21K
|
20K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.08K+ 718.41% |
$70.5K - $72.7K
|
3.51K
$78.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.7KNew |
$748K - $771K
|
32.7K
$733K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.5KNew |
$446K - $461K
|
19.5K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-68.6K- 18.11% |
$1.57M - $1.62M
|
310K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.91K- 12.82% |
$66.6K - $68.6K
|
19.8K
$444K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.66KNew |
$37.9K - $39.1K
|
1.66K
$37.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.09% |
$252 - $259
|
12.7K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52New |
$1.19K - $1.23K
|
52
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.01KNew |
$45.9K - $47.3K
|
2.01K
$45K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
283New |
$6.47K - $6.68K
|
283
$6.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-168K- 80.96% |
$3.83M - $3.95M
|
39.4K
$884K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 1.5% |
$3.43K - $3.54K
|
9.87K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-332- 3.44% |
$7.59K - $7.83K
|
9.31K
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-195- 82.28% |
$4.46K - $4.6K
|
42
$942
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 20.82% |
$250K - $258K
|
63.5K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-22.4K- 66.21% |
$513K - $529K
|
11.5K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7New |
$160 - $165
|
7
$157
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-6.51K- 29.77% |
$149K - $154K
|
15.4K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
65+ 0.64% |
$1.49K - $1.53K
|
10.2K
$229K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-63.9K- 48.73% |
$1.46M - $1.51M
|
67.2K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9K+ 40.42% |
$249K - $257K
|
37.8K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.37K- 37.2% |
$123K - $127K
|
9.07K
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.18K+ 9.79% |
$49.9K - $51.5K
|
24.5K
$549K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
431+ 2.75% |
$9.86K - $10.2K
|
16.1K
$361K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.32K- 97.78% |
$30.3K - $31.2K
|
30
$673
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.46K+ 14.36% |
$79.1K - $81.6K
|
27.6K
$618K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
25.2KNew |
$577K - $595K
|
25.2K
$566K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
65New |
$1.49K - $1.53K
|
65
$1.46K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 12.22% |
$35K - $36.1K
|
14.1K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
28.2K+ 13.25% |
$644K - $664K
|
241K
$5.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
154K+ 60.4% |
$3.52M - $3.63M
|
409K
$9.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
513+ 1.33% |
$11.7K - $12.1K
|
39K
$875K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
33.2K+ 11.94% |
$759K - $783K
|
311K
$6.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
36+ 0.37% |
$823 - $849
|
9.83K
$220K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.03K- 12.35% |
$46.3K - $47.8K
|
14.4K
$322K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
842+ 4.24% |
$19.3K - $19.9K
|
20.7K
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.29KNew |
$212K - $219K
|
9.29K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-775- 8.18% |
$17.7K - $18.3K
|
8.7K
$195K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.94K+ 28.24% |
$113K - $117K
|
22.4K
$503K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.47K- 20.68% |
$102K - $105K
|
17.2K
$385K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.3KNew |
$739K - $762K
|
32.3K
$725K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.14K+ 147.4% |
$26K - $26.8K
|
1.91K
$42.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.31K- 6.9% |
$29.8K - $30.8K
|
17.6K
$395K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
10.5KNew |
$240K - $247K
|
10.5K
$235K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.43K+ 19.35% |
$54.9K - $57.2K
|
15K
$337K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$811 - $846
|
36
$807
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-136- 1.02% |
$3.07K - $3.2K
|
13.2K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
101KNew |
$2.28M - $2.38M
|
101K
$2.27M
|
|