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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$308 - $324
|
7.92K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $216
|
4K
$418K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 1.04% |
$103 - $108
|
95
$9.93K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 2.08% |
$410 - $433
|
188
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 22.41% |
$1.33K - $1.41K
|
45
$4.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-18- 0.06% |
$1.85K - $1.95K
|
32.5K
$3.4M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 7.6% |
$1.95K - $2.06K
|
231
$24.1K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21- 0.04% |
$2.15K - $2.27K
|
49.3K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-22- 0.82% |
$2.26K - $2.38K
|
2.67K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 9.09% |
$2.56K - $2.7K
|
250
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 50.82% |
$3.18K - $3.35K
|
30
$3.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-35Closed |
$3.59K - $3.79K
|
0
$0
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.49% |
$4K - $4.22K
|
7.97K
$833K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-44- 10.73% |
$4.51K - $4.76K
|
366
$38.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 41.82% |
$4.72K - $4.98K
|
64
$6.69K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-49- 0.59% |
$5.02K - $5.3K
|
8.2K
$857K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50- 13.33% |
$5.13K - $5.41K
|
325
$34K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 33.55% |
$5.33K - $5.62K
|
103
$10.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 1.99% |
$5.33K - $5.62K
|
2.56K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 0.75% |
$5.54K - $5.84K
|
7.11K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-85- 2.22% |
$8.72K - $9.19K
|
3.75K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-87- 0.55% |
$8.92K - $9.41K
|
15.8K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-99- 84.62% |
$10.2K - $10.7K
|
18
$1.88K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-120- 5.76% |
$12.3K - $13K
|
1.96K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-139- 0.41% |
$14.3K - $15K
|
34.1K
$3.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 3.61% |
$15.3K - $16.1K
|
3.98K
$416K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-155- 1.19% |
$15.9K - $16.8K
|
12.9K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 59.86% |
$17.4K - $18.4K
|
114
$11.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 64.81% |
$17.9K - $18.9K
|
95
$9.93K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-189- 23.08% |
$19.4K - $20.4K
|
630
$65.9K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-192- 9.12% |
$19.7K - $20.8K
|
1.91K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-193- 8.45% |
$19.8K - $20.9K
|
2.09K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-223- 4.54% |
$22.9K - $24.1K
|
4.68K
$490K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 3.76% |
$24.6K - $26K
|
6.15K
$642K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-250- 6.05% |
$25.6K - $27K
|
3.88K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-251- 7.01% |
$25.7K - $27.1K
|
3.33K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-257- 79.81% |
$26.4K - $27.8K
|
65
$6.8K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-287- 3.14% |
$29.4K - $31K
|
8.85K
$925K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 1.98% |
$30.5K - $32.1K
|
14.7K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-300- 3.61% |
$30.8K - $32.4K
|
8.01K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-302- 3.34% |
$31K - $32.7K
|
8.73K
$913K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-308- 3.73% |
$31.6K - $33.3K
|
7.96K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-311- 4.2% |
$31.9K - $33.6K
|
7.09K
$741K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-336- 12.43% |
$34.5K - $36.3K
|
2.37K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-344- 8.24% |
$35.3K - $37.2K
|
3.83K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-387- 12.4% |
$39.7K - $41.9K
|
2.73K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-389- 13.54% |
$39.9K - $42.1K
|
2.48K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-404- 15.12% |
$41.4K - $43.7K
|
2.27K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-414- 28.79% |
$42.5K - $44.8K
|
1.02K
$107K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-416- 2.83% |
$42.7K - $45K
|
14.3K
$1.49M
|