Purchases and Sales Made in Q1 2022 in Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U.S. TREASURY BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
132K+ 116.05% |
$3.26M - $3.46M
|
246K
$5.55M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
129K+ 14.35% |
$3.19M - $3.39M
|
1.03M
$23.2M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
117K+ 23.67% |
$2.9M - $3.08M
|
613K
$13.8M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
115K+ 39.87% |
$2.85M - $3.03M
|
405K
$9.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
115K+ 21.8% |
$2.83M - $3.01M
|
641K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
111K+ 31.42% |
$2.74M - $2.91M
|
464K
$10.5M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
104K+ 2.09% |
$2.58M - $2.74M
|
5.09M
$115M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
104KNew |
$2.57M - $2.72M
|
104K
$2.35M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
99.3K+ 50.82% |
$2.45M - $2.6M
|
295K
$6.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
96.1K+ 70.14% |
$2.37M - $2.52M
|
233K
$5.26M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94.7K+ 216.34% |
$2.34M - $2.48M
|
139K
$3.13M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
93.5K+ 18.54% |
$2.31M - $2.45M
|
598K
$13.5M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
90.7K+ 222.73% |
$2.24M - $2.38M
|
131K
$2.97M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
89.5K+ 657.56% |
$2.21M - $2.35M
|
103K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
85.9K+ 24.45% |
$2.12M - $2.25M
|
437K
$9.87M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84.8K+ 529.16% |
$2.1M - $2.22M
|
101K
$2.28M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.1KNew |
$2.05M - $2.18M
|
83.1K
$1.88M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
83.1K+ 35.92% |
$2.05M - $2.18M
|
314K
$7.1M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82.4K+ 26.5% |
$2.04M - $2.16M
|
393K
$8.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
80.5K+ 193.5% |
$1.99M - $2.11M
|
122K
$2.76M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.4K+ 16.54% |
$1.99M - $2.11M
|
566K
$12.8M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
80.1K+ 37.45% |
$1.98M - $2.1M
|
294K
$6.64M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.4KNew |
$1.91M - $2.03M
|
77.4K
$1.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
76.9K+ 579.55% |
$1.9M - $2.02M
|
90.2K
$2.04M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
76.4K+ 26.38% |
$1.89M - $2M
|
366K
$8.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
75.9K+ 1.69% |
$1.88M - $1.99M
|
4.56M
$103M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75.3K+ 26.33% |
$1.86M - $1.97M
|
361K
$8.16M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
74.2K+ 111.71% |
$1.83M - $1.94M
|
141K
$3.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
74K+ 13.32% |
$1.83M - $1.94M
|
630K
$14.2M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.8K+ 7.97% |
$1.8M - $1.91M
|
987K
$22.3M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.5K+ 57.08% |
$1.74M - $1.85M
|
194K
$4.39M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70.3K+ 208.78% |
$1.74M - $1.84M
|
104K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
70KNew |
$1.73M - $1.84M
|
70K
$1.58M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
70KNew |
$1.73M - $1.84M
|
70K
$1.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
69.9K+ 99.12% |
$1.73M - $1.83M
|
140K
$3.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
69.6K+ 3.27% |
$1.72M - $1.82M
|
2.2M
$49.7M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
69.2KNew |
$1.71M - $1.81M
|
69.2K
$1.56M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
68.5K+ 8.02% |
$1.69M - $1.8M
|
923K
$20.8M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
65K+ 5.32% |
$1.61M - $1.7M
|
1.29M
$29.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
59.7K+ 3.23% |
$1.48M - $1.57M
|
1.91M
$43.2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
59.1K+ 73.36% |
$1.46M - $1.55M
|
140K
$3.15M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58.7KNew |
$1.45M - $1.54M
|
58.7K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55.8K+ 6.1% |
$1.38M - $1.46M
|
970K
$21.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55.7K+ 15.76% |
$1.38M - $1.46M
|
409K
$9.25M
|
|
|
May 16, 2022
Q1 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
55.7K+ 114.14% |
$1.38M - $1.46M
|
105K
$2.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
54.4K+ 55.13% |
$1.34M - $1.43M
|
153K
$3.46M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
54.3K+ 7.17% |
$1.34M - $1.42M
|
812K
$18.3M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
54.2KNew |
$1.34M - $1.42M
|
54.2K
$1.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
53.9KNew |
$1.33M - $1.41M
|
53.9K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
53.5K+ 49.37% |
$1.32M - $1.4M
|
162K
$3.66M
|