Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.15K+ 17.91% |
$221K - $233K
|
14.2K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.11KNew |
$216K - $228K
|
2.11K
$212K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.07K+ 7.18% |
$212K - $224K
|
30.9K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.01K+ 50.22% |
$206K - $217K
|
6.01K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.97KNew |
$202K - $213K
|
1.97K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.96K+ 50.96% |
$201K - $212K
|
5.81K
$584K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.95KNew |
$200K - $211K
|
1.95K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.93K+ 4.11% |
$198K - $209K
|
48.9K
$4.92M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.92KNew |
$197K - $208K
|
1.92K
$193K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.84K+ 34.54% |
$189K - $199K
|
7.17K
$721K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.75K+ 30.95% |
$180K - $190K
|
7.42K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.68K+ 12.53% |
$173K - $182K
|
15.1K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
1.67K+ 52.71% |
$171K - $181K
|
4.84K
$487K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.55K+ 10.27% |
$159K - $168K
|
16.7K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.53K+ 24.65% |
$157K - $165K
|
7.72K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.49K+ 2.5% |
$152K - $161K
|
60.9K
$6.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 8.31% |
$140K - $148K
|
17.8K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 54.69% |
$129K - $136K
|
3.56K
$359K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.22K+ 136.36% |
$125K - $131K
|
2.11K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 44.21% |
$123K - $130K
|
3.92K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.16K+ 11.88% |
$119K - $126K
|
10.9K
$1.1M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.13K+ 94.11% |
$116K - $123K
|
2.34K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 17.97% |
$109K - $115K
|
6.97K
$701K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.04K+ 46.25% |
$106K - $112K
|
3.27K
$329K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 4.05% |
$106K - $112K
|
26.6K
$2.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.03K+ 0.65% |
$106K - $111K
|
160K
$16.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 49.23% |
$105K - $110K
|
3.1K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.01K+ 34.15% |
$103K - $109K
|
3.96K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
996+ 10.51% |
$102K - $108K
|
10.5K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
974+ 33.9% |
$99.9K - $105K
|
3.85K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
957+ 11.94% |
$98.1K - $104K
|
8.98K
$903K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
955+ 10.18% |
$97.9K - $103K
|
10.3K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
931+ 1.0% |
$95.5K - $101K
|
93.7K
$9.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
888+ 58.58% |
$91.1K - $96K
|
2.4K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
773+ 47.05% |
$79.3K - $83.6K
|
2.42K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
755+ 93.09% |
$77.4K - $81.7K
|
1.57K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
751+ 3413.64% |
$77K - $81.2K
|
773
$77.8K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
750+ 8.51% |
$76.9K - $81.1K
|
9.56K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
716+ 18.32% |
$73.4K - $77.4K
|
4.63K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
706New |
$72.4K - $76.4K
|
706
$71K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
622+ 4.6% |
$63.8K - $67.3K
|
14.1K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
565New |
$57.9K - $61.1K
|
565
$56.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
556+ 19.05% |
$57K - $60.1K
|
3.47K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
555+ 185.0% |
$56.9K - $60K
|
855
$86K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
540+ 11.8% |
$55.4K - $58.4K
|
5.12K
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
540+ 11.23% |
$55.4K - $58.4K
|
5.35K
$538K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
525New |
$53.8K - $56.8K
|
525
$52.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
498+ 7.21% |
$51.1K - $53.9K
|
7.4K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
485+ 51.11% |
$49.7K - $52.5K
|
1.43K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
456+ 14.86% |
$46.8K - $49.3K
|
3.52K
$354K
|