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 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
21.7K+ 6.89% |
$537K - $570K
|
337K
$7.61M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 125.93% |
$529K - $562K
|
38.4K
$868K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
21.1K+ 26.64% |
$521K - $553K
|
100K
$2.26M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.9K+ 17.55% |
$515K - $547K
|
140K
$3.15M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.9K+ 17.55% |
$515K - $547K
|
140K
$3.15M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 6.9% |
$513K - $545K
|
322K
$7.27M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.7K+ 6.39% |
$511K - $542K
|
344K
$7.77M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.6K+ 25.71% |
$509K - $540K
|
101K
$2.27M
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20.3KNew |
$503K - $533K
|
20.3K
$459K
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19.6K+ 11.57% |
$484K - $514K
|
189K
$4.26M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.4K+ 23.52% |
$479K - $508K
|
102K
$2.3M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3KNew |
$477K - $506K
|
19.3K
$436K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.2K+ 29.9% |
$475K - $505K
|
83.6K
$1.89M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.2K+ 29.9% |
$475K - $505K
|
83.6K
$1.89M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.1K+ 280.47% |
$473K - $501K
|
25.9K
$586K
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
18.8K+ 29.3% |
$465K - $493K
|
83K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.9KNew |
$441K - $468K
|
17.9K
$403K
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
17K+ 4.74% |
$420K - $446K
|
376K
$8.48M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17K+ 20.63% |
$420K - $445K
|
99.3K
$2.24M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 21.04% |
$399K - $423K
|
92.8K
$2.1M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.6K+ 7.57% |
$385K - $408K
|
221K
$5M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.6K+ 23.58% |
$362K - $384K
|
76.7K
$1.73M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.2K+ 43.26% |
$351K - $373K
|
47.1K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.7K+ 33.11% |
$338K - $359K
|
55K
$1.24M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
13.5K+ 6.13% |
$334K - $355K
|
234K
$5.28M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
13.5K+ 18.09% |
$333K - $353K
|
87.9K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.4K+ 10.17% |
$331K - $351K
|
145K
$3.28M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 0.74% |
$318K - $337K
|
1.74M
$39.3M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.7K+ 5.2% |
$315K - $334K
|
257K
$5.81M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.6K+ 7.18% |
$311K - $330K
|
188K
$4.24M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
12.5K+ 12.18% |
$308K - $326K
|
115K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$300K - $318K
|
12.1K
$274K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12.1K+ 20.18% |
$300K - $318K
|
72.2K
$1.63M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
12KNew |
$295K - $313K
|
12K
$270K
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
11.9K+ 12.74% |
$294K - $312K
|
105K
$2.38M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.9K+ 28.85% |
$293K - $311K
|
53K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
11.6K+ 26.58% |
$286K - $303K
|
55.1K
$1.24M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 24.1% |
$282K - $299K
|
58.7K
$1.33M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.3KNew |
$279K - $296K
|
11.3K
$255K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.2K+ 35.41% |
$278K - $295K
|
43K
$970K
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
11.1K+ 1.72% |
$274K - $291K
|
655K
$14.8M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.1K+ 5.72% |
$274K - $291K
|
205K
$4.62M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.8K+ 26.28% |
$266K - $283K
|
51.8K
$1.17M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.6K+ 3.78% |
$262K - $278K
|
291K
$6.56M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 5.19% |
$261K - $277K
|
214K
$4.82M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$258K - $273K
|
10.4K
$235K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.4K+ 8.19% |
$257K - $272K
|
137K
$3.1M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 3.16% |
$256K - $272K
|
339K
$7.65M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.92K+ 32.63% |
$245K - $260K
|
40.3K
$910K
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
9.89K+ 2.62% |
$244K - $259K
|
388K
$8.76M
|