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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.1K+ 0.16% |
$449K - $475K
|
12.8M
$286M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.77K- 6.56% |
$219K - $231K
|
139K
$3.1M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.38K+ 5.34% |
$30.9K - $32.7K
|
27.2K
$606K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.01K+ 9.45% |
$179K - $189K
|
92.7K
$2.07M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.4K+ 12.9% |
$1.58M - $1.67M
|
616K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25KNew |
$559K - $591K
|
25K
$556K
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
985K+ 8.86% |
$22.1M - $23.3M
|
12.1M
$270M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
322K+ 4.14% |
$7.2M - $7.61M
|
8.1M
$180M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.5KNew |
$235K - $248K
|
10.5K
$234K
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 3.51% |
$568K - $601K
|
749K
$16.7M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84+ 0.5% |
$1.88K - $1.99K
|
16.9K
$376K
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-35.6K- 24.7% |
$797K - $842K
|
109K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
11.6K+ 10.87% |
$259K - $274K
|
118K
$2.63M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
605+ 2.46% |
$13.5K - $14.3K
|
25.2K
$561K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
36.6KNew |
$820K - $867K
|
36.6K
$816K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
67.3K+ 22.29% |
$1.51M - $1.59M
|
369K
$8.22M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
48.3K+ 2.67% |
$1.08M - $1.14M
|
1.86M
$41.4M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
215+ 0.98% |
$4.81K - $5.09K
|
22.2K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-207- 0.08% |
$4.63K - $4.9K
|
249K
$5.55M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
410+ 1.23% |
$9.18K - $9.7K
|
33.8K
$752K
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
BUY
|
- |
2.73MNew |
$61.1M - $64.5M
|
2.73M
$60.8M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
469+ 0.2% |
$10.5K - $11.1K
|
229K
$5.11M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.61K+ 59.77% |
$193K - $204K
|
23K
$512K
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-806K- 96.29% |
$18M - $19.1M
|
31K
$691K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4K+ 0.78% |
$89.5K - $94.6K
|
516K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.6K+ 7.68% |
$1.27M - $1.34M
|
794K
$17.7M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$74.8K - $79.1K
|
3.34K
$74.5K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
42.9K+ 1.41% |
$959K - $1.01M
|
3.08M
$68.5M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.18K- 3.33% |
$26.4K - $27.9K
|
34.2K
$762K
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
8.28K+ 19.67% |
$185K - $196K
|
50.4K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-7.16K- 1.21% |
$160K - $169K
|
583K
$13M
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-396K- 24.04% |
$8.87M - $9.38M
|
1.25M
$27.9M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.8K+ 8.23% |
$107K - $114K
|
63.2K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-256K- 50.07% |
$5.72M - $6.05M
|
255K
$5.68M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.8K+ 19.26% |
$600K - $634K
|
166K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.65K+ 20.26% |
$37K - $39.1K
|
9.81K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.86K+ 4.17% |
$41.7K - $44.1K
|
46.5K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.3K+ 413.3% |
$902K - $953K
|
50K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.7K- 54.54% |
$330K - $348K
|
12.3K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
303+ 0.99% |
$6.78K - $7.17K
|
30.8K
$685K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.44K- 61.58% |
$76.9K - $81.3K
|
2.14K
$47.7K
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
865+ 2.78% |
$19.4K - $20.5K
|
32K
$712K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.76K- 11.38% |
$84.1K - $88.9K
|
29.2K
$651K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.7K+ 170.9% |
$239K - $253K
|
17K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-117K- 82.29% |
$2.62M - $2.77M
|
25.2K
$562K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-33.4K- 17.37% |
$746K - $789K
|
159K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.6K+ 277.12% |
$686K - $725K
|
41.7K
$928K
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
8.87K+ 2.81% |
$198K - $210K
|
324K
$7.22M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
374+ 3.41% |
$8.37K - $8.85K
|
11.3K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.5K+ 132.97% |
$302K - $319K
|
23.6K
$526K
|