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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-469K- 53.22% |
$10.4M - $10.9M
|
412K
$9.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-499K- 8.8% |
$11.1M - $11.6M
|
5.18M
$116M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-508K- 54.18% |
$11.3M - $11.8M
|
429K
$9.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-526K- 52.74% |
$11.7M - $12.3M
|
471K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-527K- 67.56% |
$11.7M - $12.3M
|
253K
$5.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-527K- 68.82% |
$11.7M - $12.3M
|
239K
$5.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-528K- 63.55% |
$11.7M - $12.3M
|
303K
$6.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-529K- 90.99% |
$11.7M - $12.3M
|
52.3K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-557K- 56.09% |
$12.3M - $13M
|
436K
$9.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-559K- 48.0% |
$12.4M - $13M
|
605K
$13.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-595K- 38.69% |
$13.2M - $13.9M
|
942K
$21.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-651K- 50.5% |
$14.4M - $15.2M
|
638K
$14.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-669K- 41.48% |
$14.8M - $15.6M
|
944K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-671K- 43.55% |
$14.9M - $15.6M
|
870K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-699K- 67.74% |
$15.5M - $16.3M
|
333K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-793K- 67.28% |
$17.6M - $18.5M
|
385K
$8.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-794K- 68.66% |
$17.6M - $18.5M
|
362K
$8.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-861K- 53.94% |
$19.1M - $20.1M
|
735K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-966K- 49.1% |
$21.4M - $22.5M
|
1M
$22.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04M- 49.14% |
$23.1M - $24.3M
|
1.08M
$24.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.15M- 39.67% |
$25.6M - $26.9M
|
1.75M
$39.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.3M- 51.04% |
$28.8M - $30.3M
|
1.25M
$28M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.48M- 25.32% |
$32.8M - $34.4M
|
4.36M
$97.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.82M- 59.5% |
$40.4M - $42.4M
|
1.24M
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9M- 8.42% |
$42.2M - $44.3M
|
20.7M
$466M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-2.05M- 73.46% |
$45.4M - $47.7M
|
740K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.13M- 45.47% |
$69.4M - $72.9M
|
3.75M
$84.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.58M- 22.2% |
$79.3M - $83.3M
|
12.5M
$282M
|
|
|
May 15, 2023
Q4 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-5.1M- 28.9% |
$113M - $119M
|
12.5M
$282M
|
|
|
Feb 14, 2023
Q4 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-5.1M- 28.9% |
$113M - $119M
|
12.5M
$282M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18M- 54.77% |
$115M - $121M
|
4.28M
$96.3M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6M- 96.74% |
$133M - $140M
|
202K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.74M- 23.46% |
$149M - $157M
|
22M
$494M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.82M- 65.63% |
$151M - $159M
|
3.57M
$80.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.87M- 37.52% |
$152M - $160M
|
11.4M
$257M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.57M- 54.68% |
$168M - $176M
|
6.27M
$141M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-13.1M- 48.75% |
$291M - $305M
|
13.8M
$310M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16M- 50.86% |
$354M - $372M
|
15.4M
$347M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.1M- 43.53% |
$1.71B - $1.8B
|
100M
$2.25B
|