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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.7KNew |
$422K - $440K
|
18.7K
$427K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-20.8K- 50.37% |
$469K - $489K
|
20.5K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.53K+ 6.74% |
$102K - $106K
|
71.7K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
177New |
$3.99K - $4.16K
|
177
$4.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
387New |
$8.72K - $9.09K
|
387
$8.83K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
84New |
$1.89K - $1.97K
|
84
$1.92K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
25.8KNew |
$581K - $605K
|
25.8K
$587K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
69.3KNew |
$1.56M - $1.63M
|
69.3K
$1.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.24KNew |
$208K - $217K
|
9.24K
$211K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-81.8K- 59.8% |
$1.81M - $1.91M
|
55K
$1.25M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
262New |
$5.81K - $6.1K
|
262
$5.98K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-92.6K- 89.75% |
$2.05M - $2.16M
|
10.6K
$241K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$22.2 - $23.3
|
1
$22.8
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9.57KNew |
$212K - $223K
|
9.57K
$218K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
463New |
$10.3K - $10.8K
|
463
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
203K+ 3407.29% |
$4.5M - $4.73M
|
209K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.47KNew |
$99.2K - $104K
|
4.47K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-34.1K- 44.48% |
$756K - $794K
|
42.5K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17.7KNew |
$394K - $413K
|
17.7K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10.5K+ 2.82% |
$232K - $244K
|
382K
$8.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-411K- 21.72% |
$9.11M - $9.58M
|
1.48M
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.01KNew |
$133K - $140K
|
6.01K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$821 - $862
|
37
$844
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
291KNew |
$6.46M - $6.79M
|
291K
$6.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
18KNew |
$398K - $419K
|
18K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 7.92% |
$23.3K - $24.5K
|
14.3K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148+ 1345.45% |
$3.28K - $3.45K
|
159
$3.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.26KNew |
$205K - $216K
|
9.26K
$211K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
15.9KNew |
$352K - $370K
|
15.9K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11.6K- 42.67% |
$256K - $269K
|
15.5K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
159New |
$3.53K - $3.7K
|
159
$3.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
617+ 6.36% |
$13.7K - $14.4K
|
10.3K
$235K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.2K- 69.53% |
$48.8K - $51.3K
|
965
$22K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9.64KNew |
$214K - $225K
|
9.64K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9.18KNew |
$204K - $214K
|
9.18K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50.1K- 50.18% |
$1.11M - $1.17M
|
49.7K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
682+ 6200.0% |
$15.1K - $15.9K
|
693
$15.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
432New |
$9.58K - $10.1K
|
432
$9.85K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$258K - $271K
|
11.6K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8.43K- 99.99% |
$187K - $196K
|
1
$22.8
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-17.6K- 50.57% |
$391K - $411K
|
17.2K
$393K
|
|
|
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
$28.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$244K - $256K
|
11K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-61K- 73.87% |
$1.35M - $1.42M
|
21.6K
$492K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 17.38% |
$53K - $55.7K
|
11.4K
$259K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.07K- 15.17% |
$112K - $118K
|
28.4K
$647K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.91K- 4.31% |
$42.3K - $44.4K
|
42.3K
$965K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
9.9KNew |
$220K - $231K
|
9.9K
$226K
|
|