Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.22K- 0.64% |
$140K - $151K
|
965K
$21.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.42K- 0.32% |
$145K - $156K
|
1.98M
$44.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.54K- 40.0% |
$148K - $159K
|
9.81K
$221K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.58K- 1.18% |
$148K - $160K
|
550K
$12.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.92K- 54.98% |
$156K - $169K
|
5.67K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-7.03K- 70.78% |
$159K - $171K
|
2.9K
$65.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.49K- 20.95% |
$169K - $182K
|
28.3K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8K- 0.42% |
$181K - $195K
|
1.89M
$42.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-8.2K- 2.88% |
$185K - $200K
|
276K
$6.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8.33K- 2.78% |
$188K - $203K
|
291K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-8.34K- 9.83% |
$188K - $203K
|
76.5K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-8.45K- 25.06% |
$191K - $206K
|
25.3K
$570K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.69K- 7.09% |
$196K - $212K
|
114K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.95K- 3.57% |
$202K - $218K
|
242K
$5.46M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-9.89KClosed |
$223K - $241K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.3K- 2.21% |
$232K - $250K
|
455K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.2K- 5.04% |
$252K - $272K
|
211K
$4.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-11.2K- 11.12% |
$253K - $273K
|
89.6K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.9K- 9.38% |
$268K - $289K
|
115K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-12.1K- 16.07% |
$272K - $294K
|
63K
$1.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-12.6K- 23.23% |
$284K - $306K
|
41.6K
$938K
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-14.3K- 7.18% |
$323K - $348K
|
185K
$4.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 7.81% |
$327K - $352K
|
171K
$3.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-14.5K- 7.16% |
$327K - $352K
|
187K
$4.23M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 1.03% |
$375K - $405K
|
1.6M
$36M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-16.8K- 10.95% |
$379K - $409K
|
136K
$3.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 47.85% |
$387K - $418K
|
18.7K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.7K- 68.47% |
$399K - $430K
|
8.14K
$184K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.7K- 25.33% |
$399K - $431K
|
52.1K
$1.18M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19.3K- 32.84% |
$435K - $470K
|
39.4K
$890K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-19.7K- 39.38% |
$444K - $479K
|
30.3K
$683K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 25.71% |
$482K - $520K
|
61.6K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-22K- 25.88% |
$498K - $537K
|
63.1K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-22.2K- 41.78% |
$502K - $541K
|
31K
$699K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.3K- 24.82% |
$572K - $617K
|
76.7K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26K- 25.53% |
$587K - $633K
|
75.8K
$1.71M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-27.1K- 8.9% |
$612K - $660K
|
277K
$6.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.8K- 22.14% |
$627K - $677K
|
97.7K
$2.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-28.3K- 18.25% |
$640K - $690K
|
127K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-30.9K- 6.62% |
$697K - $752K
|
435K
$9.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31.6K- 10.25% |
$714K - $770K
|
277K
$6.25M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-33.1K- 9.72% |
$748K - $807K
|
308K
$6.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34.8K- 13.0% |
$785K - $847K
|
233K
$5.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-37.4K- 28.34% |
$844K - $911K
|
94.5K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38.7K- 36.06% |
$874K - $943K
|
68.6K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-38.9K- 69.46% |
$878K - $947K
|
17.1K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-41.3K- 50.33% |
$932K - $1.01M
|
40.7K
$919K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-43.6K- 11.47% |
$984K - $1.06M
|
337K
$7.6M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-44.8K- 5.28% |
$1.01M - $1.09M
|
803K
$18.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-44.9K- 75.24% |
$1.01M - $1.09M
|
14.8K
$333K
|