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 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.31K- 18.49% |
$140K - $144K
|
27.8K
$635K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-6.43K- 1.2% |
$142K - $146K
|
529K
$12.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.45K- 18.67% |
$143K - $147K
|
28.1K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.63K- 17.78% |
$147K - $151K
|
30.6K
$700K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-6.63K- 37.86% |
$147K - $151K
|
10.9K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6.71K- 21.66% |
$148K - $153K
|
24.3K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7.17K- 3.6% |
$159K - $163K
|
192K
$4.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-7.35K- 27.55% |
$163K - $167K
|
19.3K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.64K- 15.39% |
$169K - $174K
|
42K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-7.75K- 31.22% |
$171K - $176K
|
17.1K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-7.9K- 43.78% |
$175K - $180K
|
10.1K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.93K- 26.92% |
$175K - $180K
|
21.5K
$491K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.21K- 66.73% |
$182K - $187K
|
4.09K
$93.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-8.26K- 25.19% |
$183K - $188K
|
24.5K
$561K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-8.28K- 21.56% |
$183K - $188K
|
30.1K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.15K- 8.64% |
$202K - $208K
|
96.8K
$2.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-9.43K- 96.85% |
$208K - $214K
|
307
$7.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.84K- 26.87% |
$218K - $224K
|
26.8K
$612K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9.92K- 74.04% |
$219K - $226K
|
3.48K
$79.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10K- 1.71% |
$222K - $228K
|
577K
$13.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 2.59% |
$226K - $233K
|
385K
$8.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-10.2K- 57.17% |
$227K - $233K
|
7.67K
$175K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 1.26% |
$232K - $239K
|
824K
$18.8M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-12.1K- 39.5% |
$268K - $275K
|
18.5K
$424K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-12.3K- 5.12% |
$271K - $279K
|
227K
$5.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-12.3K- 5.25% |
$271K - $279K
|
221K
$5.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.4K- 13.9% |
$275K - $283K
|
77.1K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.7K- 7.16% |
$280K - $288K
|
164K
$3.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.7K- 60.09% |
$303K - $312K
|
9.1K
$208K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-13.9KClosed |
$308K - $317K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-14.3K- 31.84% |
$316K - $325K
|
30.6K
$699K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.4K- 35.38% |
$319K - $328K
|
26.3K
$601K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.3K- 14.48% |
$338K - $348K
|
90.4K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.9K- 3.85% |
$352K - $362K
|
397K
$9.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.9K- 42.64% |
$352K - $362K
|
21.4K
$488K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.3K- 2.9% |
$360K - $370K
|
546K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.8K- 3.93% |
$372K - $383K
|
411K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 45.28% |
$372K - $383K
|
20.4K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.1K- 4.89% |
$378K - $389K
|
332K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.1K- 54.61% |
$399K - $411K
|
15K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.5K- 17.87% |
$408K - $420K
|
84.9K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-18.9K- 18.01% |
$418K - $430K
|
86K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.3K- 32.11% |
$426K - $439K
|
40.8K
$931K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19.4K- 95.18% |
$429K - $441K
|
982
$22.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-19.5K- 30.52% |
$431K - $443K
|
44.4K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-20.7K- 2.63% |
$459K - $472K
|
769K
$17.6M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.5K- 66.86% |
$475K - $488K
|
10.6K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21.9K- 29.84% |
$484K - $497K
|
51.4K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-22.1K- 36.99% |
$490K - $504K
|
37.7K
$861K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.9K- 1.63% |
$507K - $521K
|
1.38M
$31.6M
|