Purchases and Sales Made in Q2 2024 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 2024. 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 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.68K- 11.05% |
$37.1K - $38.2K
|
13.5K
$308K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.68K- 2.84% |
$37.1K - $38.2K
|
57.5K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.74K- 12.5% |
$38.5K - $39.6K
|
12.2K
$278K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 2.52% |
$38.9K - $40K
|
68K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.85KClosed |
$41K - $42.1K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.86K- 5.26% |
$41.1K - $42.3K
|
33.5K
$765K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.91K- 4.69% |
$42.2K - $43.4K
|
38.8K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.98K- 17.89% |
$43.9K - $45.1K
|
9.1K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.04K- 69.98% |
$45K - $46.3K
|
873
$19.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 40.7% |
$45.5K - $46.8K
|
3K
$68.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.12K- 3.41% |
$46.9K - $48.3K
|
60.1K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.2K- 63.24% |
$48.6K - $49.9K
|
1.28K
$29.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.23K- 0.51% |
$49.2K - $50.6K
|
434K
$9.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-2.37K- 3.59% |
$52.3K - $53.8K
|
63.6K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.4K- 2.99% |
$53K - $54.5K
|
77.8K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.5K- 14.71% |
$55.2K - $56.8K
|
14.5K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.5K- 13.06% |
$55.3K - $56.9K
|
16.6K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.55KClosed |
$56.3K - $57.9K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.56K- 6.17% |
$56.6K - $58.3K
|
38.9K
$889K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.68K- 13.75% |
$59.2K - $60.9K
|
16.8K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.97K- 6.72% |
$65.8K - $67.7K
|
41.3K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.07K- 7.97% |
$67.9K - $69.8K
|
35.4K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.3K- 72.61% |
$73K - $75.1K
|
1.25K
$28.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-3.31K- 4.25% |
$73.1K - $75.2K
|
74.5K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.32K- 4.72% |
$73.4K - $75.5K
|
66.9K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.47K- 11.85% |
$76.8K - $79K
|
25.8K
$590K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.49K- 1.6% |
$77.2K - $79.4K
|
215K
$4.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.56K- 35.82% |
$78.8K - $81.1K
|
6.38K
$146K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.59K- 5.04% |
$79.4K - $81.6K
|
67.6K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.83K- 19.54% |
$84.6K - $87K
|
15.7K
$360K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.95K- 5.68% |
$87.3K - $89.8K
|
65.6K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.95K- 30.42% |
$87.4K - $89.8K
|
9.03K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.95K- 15.26% |
$87.4K - $89.9K
|
22K
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.01K- 7.1% |
$88.6K - $91.1K
|
52.4K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.04K- 45.95% |
$89.4K - $92K
|
4.76K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.37K- 7.16% |
$96.7K - $99.5K
|
56.7K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-4.6K- 15.06% |
$102K - $105K
|
25.9K
$592K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.61K- 16.65% |
$102K - $105K
|
23.1K
$527K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.73K- 33.12% |
$105K - $108K
|
9.54K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.76K- 18.98% |
$105K - $108K
|
20.3K
$465K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 20.62% |
$106K - $109K
|
18.5K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 13.59% |
$107K - $110K
|
30.9K
$705K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-5K- 38.46% |
$111K - $114K
|
8K
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.15K- 20.54% |
$114K - $117K
|
19.9K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.15K- 32.95% |
$114K - $117K
|
10.5K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.28K- 3.43% |
$117K - $120K
|
149K
$3.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.89K- 28.17% |
$130K - $134K
|
15K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.05K- 7.23% |
$134K - $138K
|
77.6K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-6.27K- 29.2% |
$139K - $143K
|
15.2K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-6.3K- 10.06% |
$139K - $143K
|
56.3K
$1.29M
|