Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-120K- 43.77% |
$2.66M - $2.8M
|
154K
$3.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-123K- 40.46% |
$2.73M - $2.87M
|
181K
$4.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-129K- 89.91% |
$2.87M - $3.01M
|
14.5K
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-134K- 77.02% |
$2.96M - $3.11M
|
39.8K
$896K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-137K- 44.91% |
$3.03M - $3.19M
|
168K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-140K- 29.39% |
$3.1M - $3.25M
|
335K
$7.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-144K- 50.72% |
$3.2M - $3.36M
|
140K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-152K- 57.77% |
$3.37M - $3.54M
|
111K
$2.5M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-153K- 50.3% |
$3.4M - $3.57M
|
151K
$3.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-161K- 77.67% |
$3.57M - $3.75M
|
46.3K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-165K- 69.39% |
$3.66M - $3.84M
|
72.7K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-175K- 68.4% |
$3.88M - $4.07M
|
80.7K
$1.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-176K- 52.21% |
$3.91M - $4.1M
|
161K
$3.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-183K- 18.98% |
$4.06M - $4.27M
|
782K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-190K- 68.54% |
$4.21M - $4.42M
|
87K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-194K- 74.19% |
$4.31M - $4.52M
|
67.5K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-195K- 38.47% |
$4.32M - $4.54M
|
311K
$7M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-197K- 57.04% |
$4.37M - $4.59M
|
148K
$3.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209K- 98.78% |
$4.64M - $4.88M
|
2.58K
$58K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-214K- 51.27% |
$4.76M - $5M
|
204K
$4.58M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-216K- 22.73% |
$4.79M - $5.03M
|
735K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-221K- 48.82% |
$4.89M - $5.14M
|
231K
$5.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-228K- 25.75% |
$5.06M - $5.32M
|
658K
$14.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-230K- 77.94% |
$5.1M - $5.36M
|
65.1K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-236K- 49.42% |
$5.23M - $5.5M
|
241K
$5.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-238K- 17.51% |
$5.28M - $5.54M
|
1.12M
$25.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-243K- 87.14% |
$5.4M - $5.67M
|
35.9K
$807K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-244K- 63.38% |
$5.41M - $5.68M
|
141K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-247K- 54.15% |
$5.47M - $5.75M
|
209K
$4.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-248K- 57.39% |
$5.49M - $5.77M
|
184K
$4.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-253K- 58.69% |
$5.6M - $5.89M
|
178K
$4M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-254K- 60.78% |
$5.63M - $5.91M
|
164K
$3.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-273K- 53.28% |
$6.05M - $6.36M
|
239K
$5.38M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-274K- 99.1% |
$6.07M - $6.38M
|
2.47K
$55.6K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-296K- 61.62% |
$6.58M - $6.91M
|
185K
$4.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-298K- 55.23% |
$6.61M - $6.94M
|
241K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-304K- 11.81% |
$6.75M - $7.09M
|
2.27M
$51.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-344K- 17.39% |
$7.63M - $8.01M
|
1.63M
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 5.45% |
$7.63M - $8.01M
|
5.97M
$134M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-346K- 29.68% |
$7.68M - $8.07M
|
820K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-364K- 18.18% |
$8.08M - $8.49M
|
1.64M
$36.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-381K- 56.84% |
$8.45M - $8.88M
|
289K
$6.5M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-382K- 71.32% |
$8.47M - $8.9M
|
154K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-382K- 61.51% |
$8.48M - $8.91M
|
239K
$5.38M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-398K- 67.04% |
$8.82M - $9.27M
|
196K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-402K- 24.48% |
$8.92M - $9.37M
|
1.24M
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-411K- 21.72% |
$9.11M - $9.58M
|
1.48M
$33.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-416K- 72.53% |
$9.22M - $9.69M
|
157K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-441K- 54.65% |
$9.78M - $10.3M
|
366K
$8.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-452K- 52.51% |
$10M - $10.5M
|
408K
$9.18M
|