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 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.8K+ 2.02% |
$727K - $763K
|
1.65M
$37.1M
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
32.4K+ 247.33% |
$719K - $755K
|
45.5K
$1.02M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.9KNew |
$706K - $742K
|
31.9K
$716K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
31.3KNew |
$694K - $729K
|
31.3K
$704K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
31.1KNew |
$690K - $724K
|
31.1K
$699K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
27.8KNew |
$616K - $648K
|
27.8K
$625K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27.5KNew |
$609K - $640K
|
27.5K
$617K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.1KNew |
$578K - $608K
|
26.1K
$586K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.2K+ 143.63% |
$559K - $587K
|
42.7K
$960K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
24.1K+ 9.63% |
$534K - $561K
|
274K
$6.16M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.9KNew |
$531K - $558K
|
23.9K
$538K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.3K+ 73.27% |
$517K - $543K
|
55.1K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2K+ 214.21% |
$515K - $541K
|
34K
$765K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
23.1KNew |
$512K - $538K
|
23.1K
$519K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
22.9KNew |
$509K - $534K
|
22.9K
$515K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
22.8KNew |
$507K - $532K
|
22.8K
$514K
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
22.8KNew |
$506K - $532K
|
22.8K
$513K
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
22.7KNew |
$503K - $529K
|
22.7K
$510K
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22.4K+ 44.39% |
$498K - $523K
|
73K
$1.64M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22K+ 51.38% |
$488K - $512K
|
64.8K
$1.46M
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
21.8K+ 15.22% |
$484K - $508K
|
165K
$3.71M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.4KNew |
$453K - $475K
|
20.4K
$459K
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
19.8K+ 9.72% |
$439K - $461K
|
223K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.2KNew |
$426K - $447K
|
19.2K
$432K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
19.1KNew |
$423K - $444K
|
19.1K
$429K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
18.9KNew |
$420K - $441K
|
18.9K
$426K
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
18.6KNew |
$413K - $434K
|
18.6K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
18KNew |
$398K - $419K
|
18K
$404K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17.7KNew |
$394K - $413K
|
17.7K
$399K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.6KNew |
$368K - $387K
|
16.6K
$373K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.9KNew |
$353K - $371K
|
15.9K
$358K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
15.9KNew |
$352K - $370K
|
15.9K
$357K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.8KNew |
$351K - $368K
|
15.8K
$355K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
14.5K+ 33.42% |
$323K - $339K
|
58.1K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5K+ 5.89% |
$321K - $337K
|
260K
$5.85M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$315K - $331K
|
14.2K
$319K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13.9KNew |
$307K - $323K
|
13.9K
$312K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13.7K+ 52.51% |
$303K - $319K
|
39.7K
$893K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 24.95% |
$283K - $297K
|
63.8K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.4K+ 62.58% |
$275K - $289K
|
32.2K
$724K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.2K+ 1.21% |
$271K - $285K
|
1.02M
$23M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.2KNew |
$270K - $283K
|
12.2K
$273K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
12KNew |
$266K - $280K
|
12K
$270K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.9K+ 6.13% |
$264K - $277K
|
206K
$4.62M
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.7KNew |
$259K - $272K
|
11.7K
$263K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$258K - $271K
|
11.6K
$262K
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$256K - $269K
|
11.5K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11K+ 4.91% |
$244K - $257K
|
236K
$5.29M
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$244K - $256K
|
11K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.7KNew |
$237K - $249K
|
10.7K
$240K
|