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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.32K- 97.78% |
$30.3K - $31.2K
|
30
$684
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.46K+ 14.36% |
$79.1K - $81.6K
|
27.6K
$628K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
25.2KNew |
$577K - $595K
|
25.2K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
65New |
$1.49K - $1.53K
|
65
$1.48K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 12.22% |
$35K - $36.1K
|
14.1K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
28.2K+ 13.25% |
$644K - $664K
|
241K
$5.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
154K+ 60.4% |
$3.52M - $3.63M
|
409K
$9.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
513+ 1.33% |
$11.7K - $12.1K
|
39K
$890K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
33.2K+ 11.94% |
$759K - $783K
|
311K
$7.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
36+ 0.37% |
$823 - $849
|
9.83K
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.03K- 12.35% |
$46.3K - $47.8K
|
14.4K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
842+ 4.24% |
$19.3K - $19.9K
|
20.7K
$472K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.29KNew |
$212K - $219K
|
9.29K
$212K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-775- 8.18% |
$17.7K - $18.3K
|
8.7K
$199K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.94K+ 28.24% |
$113K - $117K
|
22.4K
$512K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.3KNew |
$739K - $762K
|
32.3K
$737K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.14K+ 147.4% |
$26K - $26.8K
|
1.91K
$43.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.31K- 6.9% |
$29.8K - $30.8K
|
17.6K
$402K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
10.5KNew |
$240K - $247K
|
10.5K
$239K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.43K+ 19.35% |
$54.9K - $57.2K
|
15K
$342K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36New |
$811 - $846
|
36
$821
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-136- 1.02% |
$3.07K - $3.2K
|
13.2K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
101KNew |
$2.28M - $2.38M
|
101K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-43- 2.85% |
$969 - $1.01K
|
1.47K
$33.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.02K+ 2951.47% |
$136K - $141K
|
6.23K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-700- 7.2% |
$15.8K - $16.5K
|
9.02K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-665- 7.2% |
$15K - $15.6K
|
8.57K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
54New |
$1.22K - $1.27K
|
54
$1.23K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48.5K- 6.76% |
$1.09M - $1.14M
|
669K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.72KNew |
$83.8K - $87.4K
|
3.72K
$84.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.69MNew |
$60.6M - $63.1M
|
2.69M
$61.3M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
424New |
$9.56K - $9.96K
|
424
$9.67K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-14.2K- 75.04% |
$320K - $334K
|
4.73K
$108K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.5K- 83.33% |
$78.9K - $82.3K
|
700
$16K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10KNew |
$225K - $235K
|
10K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44New |
$992 - $1.03K
|
44
$1K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-151- 31.46% |
$3.4K - $3.55K
|
329
$7.5K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
341+ 5683.33% |
$7.69K - $8.01K
|
347
$7.92K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$7.82K - $8.15K
|
347
$7.92K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.74K+ 99.07% |
$220K - $229K
|
19.6K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.08KNew |
$205K - $213K
|
9.08K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
BUY
|
- |
53.6K+ 7.55% |
$1.21M - $1.26M
|
764K
$17.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16K- 52.81% |
$360K - $375K
|
14.3K
$325K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-68- 31.63% |
$1.53K - $1.6K
|
147
$3.35K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
14New |
$316 - $329
|
14
$319
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.5KNew |
$260K - $271K
|
11.5K
$263K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
472+ 5.17% |
$10.6K - $11.1K
|
9.6K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
986New |
$22.2K - $23.2K
|
986
$22.5K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
395New |
$8.9K - $9.28K
|
395
$9.01K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.77K- 21.87% |
$107K - $112K
|
17K
$389K
|
|