Purchases and Sales Made in Q4 2023 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 2023. 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 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
22.4K+ 4.81% |
$483K - $517K
|
487K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$467K - $500K
|
21.6K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
20KNew |
$432K - $463K
|
20K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18.8K+ 23.88% |
$406K - $435K
|
97.6K
$2.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$403K - $431K
|
18.7K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$401K - $429K
|
18.6K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.4KNew |
$398K - $426K
|
18.4K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18KNew |
$390K - $417K
|
18K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
17.9KNew |
$387K - $414K
|
17.9K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
17.6KNew |
$380K - $407K
|
17.6K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.6KNew |
$380K - $407K
|
17.6K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$378K - $405K
|
17.5K
$394K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
17.2KNew |
$371K - $397K
|
17.2K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.8K+ 8.15% |
$362K - $387K
|
222K
$5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16.6KNew |
$358K - $383K
|
16.6K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$357K - $382K
|
16.5K
$371K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16.5K+ 17.34% |
$356K - $381K
|
112K
$2.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
16.3KNew |
$353K - $377K
|
16.3K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
16.3K+ 51.73% |
$352K - $377K
|
47.8K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.1K+ 45.53% |
$347K - $372K
|
51.4K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
16.1K+ 4.05% |
$347K - $371K
|
412K
$9.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
15.6KNew |
$338K - $362K
|
15.6K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.5KNew |
$314K - $336K
|
14.5K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.5K+ 11.94% |
$312K - $334K
|
136K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
14.4K+ 88.53% |
$311K - $333K
|
30.7K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14KNew |
$302K - $323K
|
14K
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 5.25% |
$294K - $315K
|
273K
$6.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.5K+ 0.38% |
$292K - $313K
|
3.53M
$79.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 21.3% |
$287K - $307K
|
75.6K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
13.2K+ 77.8% |
$286K - $306K
|
30.3K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13K+ 40.61% |
$282K - $301K
|
45.1K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12.6KNew |
$272K - $292K
|
12.6K
$283K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.4K+ 11.06% |
$267K - $286K
|
124K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.6K+ 47.96% |
$250K - $267K
|
35.7K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.4KNew |
$247K - $264K
|
11.4K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.4KNew |
$246K - $264K
|
11.4K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
11.1K+ 10.16% |
$239K - $256K
|
120K
$2.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.9KNew |
$235K - $251K
|
10.9K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
10.8KNew |
$234K - $250K
|
10.8K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$231K - $247K
|
10.7K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
10.6KNew |
$228K - $244K
|
10.6K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.4KNew |
$224K - $240K
|
10.4K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 40.65% |
$222K - $238K
|
35.6K
$800K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.3KNew |
$222K - $238K
|
10.3K
$231K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
9.99K+ 1.31% |
$216K - $231K
|
776K
$17.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.98K+ 11.11% |
$216K - $231K
|
99.8K
$2.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.98KNew |
$216K - $231K
|
9.98K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.81K+ 4.74% |
$212K - $227K
|
217K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
9.8KNew |
$212K - $227K
|
9.8K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.73K+ 77.26% |
$210K - $225K
|
22.3K
$502K
|