Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.4K- 0.35% |
$54.8K - $56.5K
|
689K
$15.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.45K- 78.39% |
$56K - $57.8K
|
675
$15.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 9.93% |
$58.3K - $60.1K
|
23.1K
$528K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.57K- 23.38% |
$58.8K - $60.7K
|
8.43K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.6K- 71.42% |
$59.4K - $61.2K
|
1.04K
$23.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.61K- 1.96% |
$59.7K - $61.6K
|
130K
$2.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-2.68K- 12.62% |
$61.4K - $63.3K
|
18.6K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.8K- 5.12% |
$64.1K - $66.1K
|
52K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.91K- 12.82% |
$66.6K - $68.6K
|
19.8K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 4.13% |
$67K - $69.1K
|
68K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.97K- 1.22% |
$67.8K - $69.9K
|
239K
$5.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.03K- 2.44% |
$69.3K - $71.5K
|
121K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.1K- 6.19% |
$71K - $73.2K
|
47K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.13K- 1.5% |
$71.6K - $73.8K
|
205K
$4.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.3K- 4.23% |
$75.5K - $77.9K
|
74.7K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.36K- 4.4% |
$76.8K - $79.2K
|
72.9K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 0.5% |
$77.6K - $80.1K
|
677K
$15.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.42K- 1.17% |
$78.1K - $80.6K
|
289K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.7K- 12.91% |
$84.5K - $87.2K
|
24.9K
$570K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.79K- 17.27% |
$86.6K - $89.3K
|
18.1K
$414K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.79K- 0.84% |
$86.7K - $89.5K
|
449K
$10.3M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.97K- 2.01% |
$90.7K - $93.6K
|
193K
$4.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.13K- 4.88% |
$94.3K - $97.3K
|
80.4K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.14K- 51.98% |
$94.6K - $97.5K
|
3.82K
$87.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.18K- 10.29% |
$95.6K - $98.6K
|
36.5K
$833K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.2K- 4.24% |
$96K - $99K
|
94.8K
$2.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.28K- 6.46% |
$97.8K - $101K
|
61.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.33K- 11.37% |
$99K - $102K
|
33.7K
$771K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.47K- 20.68% |
$102K - $105K
|
17.2K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-4.5K- 16.67% |
$103K - $106K
|
22.5K
$514K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.57K- 2.88% |
$104K - $108K
|
154K
$3.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-4.7K- 14.88% |
$107K - $111K
|
26.9K
$614K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.84K- 7.13% |
$111K - $114K
|
63K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.05K- 20.59% |
$115K - $119K
|
19.5K
$445K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-5.12K- 1.36% |
$117K - $121K
|
371K
$8.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-5.16K- 22.48% |
$118K - $122K
|
17.8K
$407K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.37K- 37.2% |
$123K - $127K
|
9.07K
$207K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.48KClosed |
$125K - $129K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.48K- 91.2% |
$125K - $129K
|
529
$12.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.5K- 1.4% |
$126K - $130K
|
386K
$8.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.53K- 0.57% |
$127K - $131K
|
969K
$22.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.79K- 2.7% |
$132K - $137K
|
209K
$4.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.86K- 7.22% |
$134K - $138K
|
75.3K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.02K- 9.52% |
$138K - $142K
|
57.2K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-6.1K- 1.81% |
$140K - $144K
|
331K
$7.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.11K- 2.57% |
$140K - $144K
|
232K
$5.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-6.51K- 29.77% |
$149K - $154K
|
15.4K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 36.81% |
$156K - $161K
|
11.7K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.05K- 0.89% |
$161K - $166K
|
784K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.2K- 0.89% |
$165K - $170K
|
804K
$18.4M
|