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 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.01K+ 5.62% |
$68.1K - $73.4K
|
56.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.85KNew |
$64.4K - $69.5K
|
2.85K
$64.4K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$64K - $69.1K
|
2.84K
$64K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.69K+ 24.0% |
$60.8K - $65.6K
|
13.9K
$314K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.66KNew |
$60.2K - $64.9K
|
2.66K
$60.1K
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
2.61K+ 0.36% |
$58.8K - $63.5K
|
722K
$16.3M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.51K+ 26.52% |
$56.6K - $61.1K
|
12K
$270K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.5K+ 1.77% |
$56.4K - $60.9K
|
144K
$3.24M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.46KNew |
$55.5K - $59.9K
|
2.46K
$55.5K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.43K+ 16.32% |
$54.9K - $59.3K
|
17.3K
$391K
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.42K+ 1.25% |
$54.6K - $58.9K
|
195K
$4.41M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 25.25% |
$53.1K - $57.3K
|
11.7K
$263K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
2.19K+ 13.34% |
$49.4K - $53.3K
|
18.6K
$419K
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.18K+ 2.93% |
$49.2K - $53K
|
76.5K
$1.73M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 6.84% |
$47.5K - $51.3K
|
32.9K
$742K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.09KNew |
$47.2K - $50.9K
|
2.09K
$47.2K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.05K+ 4.24% |
$46.3K - $49.9K
|
50.4K
$1.14M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.92K+ 5.41% |
$43.4K - $46.8K
|
37.4K
$845K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.83K+ 2.51% |
$41.2K - $44.5K
|
74.7K
$1.69M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 9.45% |
$41.2K - $44.5K
|
21.1K
$477K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.83K+ 24.6% |
$41.2K - $44.5K
|
9.25K
$209K
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.73K+ 5.53% |
$39.1K - $42.2K
|
33.1K
$746K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 112.53% |
$37.1K - $40K
|
3.11K
$70.1K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.64K+ 19.33% |
$37.1K - $40K
|
10.1K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.5K+ 32.35% |
$33.8K - $36.5K
|
6.13K
$138K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.43K+ 1.23% |
$32.2K - $34.7K
|
117K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 8.79% |
$32K - $34.5K
|
17.5K
$396K
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.3K+ 11.56% |
$29.3K - $31.6K
|
12.5K
$283K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.2K+ 3.79% |
$27.2K - $29.3K
|
33K
$745K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.24% |
$25K - $27K
|
50.6K
$1.14M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
960+ 1.82% |
$21.7K - $23.4K
|
53.8K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
910New |
$20.5K - $22.2K
|
910
$20.5K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
895+ 2.73% |
$20.2K - $21.8K
|
33.7K
$760K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
823+ 25.11% |
$18.6K - $20K
|
4.1K
$92.6K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
797+ 7.35% |
$18K - $19.4K
|
11.6K
$263K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
762+ 14.68% |
$17.2K - $18.6K
|
5.95K
$134K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
712+ 78.59% |
$16.1K - $17.3K
|
1.62K
$36.5K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
656New |
$14.8K - $16K
|
656
$14.8K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
573+ 49.87% |
$12.9K - $14K
|
1.72K
$38.9K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
558+ 0.22% |
$12.6K - $13.6K
|
259K
$5.85M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
550+ 1.15% |
$12.4K - $13.4K
|
48.2K
$1.09M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
512New |
$11.6K - $12.5K
|
512
$11.6K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
475New |
$10.7K - $11.6K
|
475
$10.7K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
446+ 3.93% |
$10.1K - $10.9K
|
11.8K
$266K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
402+ 3.24% |
$9.08K - $9.79K
|
12.8K
$289K
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
389+ 0.43% |
$8.78K - $9.48K
|
90.4K
$2.04M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
225+ 0.02% |
$5.08K - $5.48K
|
1.03M
$23.2M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
212+ 78.23% |
$4.79K - $5.16K
|
483
$10.9K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
196+ 1.51% |
$4.43K - $4.77K
|
13.2K
$297K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196+ 25.52% |
$4.43K - $4.77K
|
964
$21.8K
|