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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$821 - $862
|
37
$830
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
291KNew |
$6.46M - $6.79M
|
291K
$6.53M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
18KNew |
$398K - $419K
|
18K
$403K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 7.92% |
$23.3K - $24.5K
|
14.3K
$321K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148+ 1345.45% |
$3.28K - $3.45K
|
159
$3.56K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.26KNew |
$205K - $216K
|
9.26K
$208K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
15.9KNew |
$352K - $370K
|
15.9K
$356K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$222K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11.6K- 42.67% |
$256K - $269K
|
15.5K
$348K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
159New |
$3.53K - $3.7K
|
159
$3.56K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
617+ 6.36% |
$13.7K - $14.4K
|
10.3K
$231K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.2K- 69.53% |
$48.8K - $51.3K
|
965
$21.6K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9.64KNew |
$214K - $225K
|
9.64K
$216K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9.18KNew |
$204K - $214K
|
9.18K
$206K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50.1K- 50.18% |
$1.11M - $1.17M
|
49.7K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
682+ 6200.0% |
$15.1K - $15.9K
|
693
$15.5K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
432New |
$9.58K - $10.1K
|
432
$9.69K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$258K - $271K
|
11.6K
$261K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8.43K- 99.99% |
$187K - $196K
|
1
$22.4
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-17.6K- 50.57% |
$391K - $411K
|
17.2K
$386K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.82% |
$222 - $233
|
1.23K
$27.6K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$244K - $256K
|
11K
$246K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-61K- 73.87% |
$1.35M - $1.42M
|
21.6K
$484K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 17.38% |
$53K - $55.7K
|
11.4K
$255K
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.07K- 15.17% |
$112K - $118K
|
28.4K
$636K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.91K- 4.31% |
$42.3K - $44.4K
|
42.3K
$949K
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$222K
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
198K+ 656.4% |
$4.39M - $4.61M
|
228K
$5.11M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
248New |
$5.5K - $5.78K
|
248
$5.56K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-80- 44.44% |
$1.77K - $1.86K
|
100
$2.24K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
441New |
$9.78K - $10.3K
|
441
$9.89K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$51.6K - $54.2K
|
2.33K
$52.2K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-7.36K- 21.18% |
$163K - $171K
|
27.4K
$614K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
144New |
$3.19K - $3.36K
|
144
$3.23K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-11.8K- 35.79% |
$263K - $276K
|
21.2K
$476K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
674New |
$14.9K - $15.7K
|
674
$15.1K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
307New |
$6.81K - $7.15K
|
307
$6.88K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 11.65% |
$26.7K - $28.1K
|
9.14K
$205K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$23.6K - $24.8K
|
1.07K
$23.9K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.72KNew |
$38.1K - $40K
|
1.72K
$38.5K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
106New |
$2.35K - $2.47K
|
106
$2.38K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
18.6K+ 51.06% |
$413K - $433K
|
55K
$1.23M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.02KNew |
$22.6K - $23.7K
|
1.02K
$22.8K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50New |
$1.11K - $1.17K
|
50
$1.12K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
203New |
$4.5K - $4.73K
|
203
$4.55K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-122Closed |
$2.75K - $2.97K
|
0
$0
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-72K- 17.0% |
$1.62M - $1.75M
|
351K
$7.88M
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-9.89KClosed |
$223K - $241K
|
0
$0
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
22.5KNew |
$509K - $549K
|
22.5K
$505K
|