Purchases and Sales Made in Q1 2022 in Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information about the institutional ownership of Ishares Barclays 10 20 Yr Trea (TLH) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 10-20 YR TREA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 112.03% |
$145K - $160K
|
2.08K
$212K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$143K - $158K
|
1.09K
$111K
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
1.07K+ 8.29% |
$142K - $156K
|
14K
$1.43M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 7.02% |
$137K - $151K
|
15.8K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.03K+ 3.3% |
$136K - $150K
|
32.1K
$3.28M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
993+ 19.3% |
$131K - $145K
|
6.14K
$626K
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
969+ 9.17% |
$128K - $141K
|
11.5K
$1.18M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
802+ 19.01% |
$106K - $117K
|
5.02K
$512K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
715+ 8.55% |
$94.3K - $104K
|
9.08K
$926K
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
BUY
|
- |
642+ 1.88% |
$84.7K - $93.5K
|
34.9K
$3.56M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
592+ 8.25% |
$78.1K - $86.2K
|
7.77K
$792K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
565New |
$74.5K - $82.3K
|
565
$57.6K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
501+ 127.81% |
$66.1K - $73K
|
893
$91.1K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
491+ 50.0% |
$64.8K - $71.5K
|
1.47K
$150K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 19.4% |
$63.7K - $70.4K
|
2.97K
$303K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
437+ 1.51% |
$57.6K - $63.7K
|
29.5K
$3.01M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375+ 284.09% |
$49.5K - $54.6K
|
507
$51.7K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
367+ 13.04% |
$48.4K - $53.5K
|
3.18K
$325K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
357+ 18.54% |
$47.1K - $52K
|
2.28K
$233K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
312New |
$41.2K - $45.5K
|
312
$31.8K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250New |
$33K - $36.4K
|
250
$25.5K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
228+ 0.33% |
$30.1K - $33.2K
|
69.9K
$7.13M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
218+ 6.93% |
$28.8K - $31.8K
|
3.36K
$343K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
217+ 2.98% |
$28.6K - $31.6K
|
7.5K
$765K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$26.4K - $29.1K
|
200
$20.4K
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
192+ 1.41% |
$25.3K - $28K
|
13.8K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137+ 80.59% |
$18.1K - $20K
|
307
$31.3K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
137New |
$18.1K - $20K
|
137
$14K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 86.9% |
$16.6K - $18.4K
|
271
$27.6K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 4.54% |
$16.2K - $17.9K
|
2.84K
$289K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
119+ 11.86% |
$15.7K - $17.3K
|
1.12K
$114K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
116+ 51.79% |
$15.3K - $16.9K
|
340
$34.7K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
109+ 3.7% |
$14.4K - $15.9K
|
3.06K
$312K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
79+ 4.53% |
$10.4K - $11.5K
|
1.82K
$186K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
74+ 2.94% |
$9.76K - $10.8K
|
2.6K
$265K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
66New |
$8.71K - $9.61K
|
66
$6.73K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
62New |
$8.18K - $9.03K
|
62
$6.33K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60New |
$7.91K - $8.74K
|
60
$6.12K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
51+ 2.56% |
$6.73K - $7.43K
|
2.05K
$209K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50+ 3.45% |
$6.6K - $7.28K
|
1.5K
$153K
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
48+ 1.17% |
$6.33K - $6.99K
|
4.15K
$423K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43+ 46.24% |
$5.67K - $6.26K
|
136
$13.9K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
39+ 11.11% |
$5.14K - $5.68K
|
390
$39.8K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
37New |
$4.88K - $5.39K
|
37
$3.77K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
35+ 0.99% |
$4.62K - $5.1K
|
3.55K
$362K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$4.62K - $5.1K
|
35
$3.57K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34+ 1.12% |
$4.48K - $4.95K
|
3.08K
$314K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
26New |
$3.43K - $3.79K
|
26
$2.65K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$3.3K - $3.64K
|
25
$2.55K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$3.03K - $3.35K
|
23
$2.35K
|