Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.94K+ 34.12% |
$223K - $261K
|
7.63K
$764K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.9KNew |
$218K - $256K
|
1.9K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.87K+ 4670.0% |
$214K - $251K
|
1.91K
$191K
|
|
|
Jul 25, 2022
Q2 2022
|
Pacific Wealth Management
|
BUY
|
- |
1.82K+ 5.22% |
$209K - $245K
|
36.7K
$3.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.77KNew |
$203K - $238K
|
1.77K
$177K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.74KNew |
$200K - $235K
|
1.74K
$175K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1.72KNew |
$197K - $232K
|
1.72K
$172K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.72KNew |
$197K - $231K
|
1.72K
$172K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.67KNew |
$192K - $225K
|
1.67K
$167K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 3.83% |
$187K - $219K
|
44.2K
$4.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 31.39% |
$179K - $210K
|
6.55K
$656K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 31.2% |
$179K - $210K
|
6.57K
$658K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.55KNew |
$178K - $209K
|
1.55K
$156K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 28.55% |
$169K - $199K
|
6.65K
$666K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46K+ 46.72% |
$167K - $196K
|
4.59K
$459K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.45K+ 25.03% |
$166K - $195K
|
7.23K
$724K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.38K+ 65.97% |
$158K - $186K
|
3.48K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.36K+ 9.5% |
$156K - $183K
|
15.7K
$1.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$148K - $173K
|
1.29K
$129K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.25K+ 16.14% |
$144K - $169K
|
9.02K
$903K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 7.61% |
$138K - $162K
|
17K
$1.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.18K+ 58.37% |
$135K - $158K
|
3.2K
$320K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.13K+ 20.23% |
$130K - $152K
|
6.72K
$673K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1K+ 4.08% |
$126K - $148K
|
28.1K
$2.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 5.53% |
$125K - $147K
|
20.9K
$2.09M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.01K+ 4.62% |
$116K - $136K
|
22.9K
$2.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 814.52% |
$116K - $136K
|
1.13K
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
990New |
$113K - $133K
|
990
$99.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
982+ 46.32% |
$113K - $132K
|
3.1K
$311K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
959+ 52.52% |
$110K - $129K
|
2.79K
$279K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
933+ 17.66% |
$107K - $126K
|
6.22K
$623K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
838+ 32.85% |
$96.1K - $113K
|
3.39K
$339K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
831+ 36.42% |
$95.3K - $112K
|
3.11K
$312K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
827+ 27.82% |
$94.8K - $111K
|
3.8K
$381K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
818+ 16.95% |
$93.8K - $110K
|
5.65K
$565K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
818+ 16.95% |
$93.8K - $110K
|
5.64K
$565K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
746+ 39.96% |
$85.5K - $100K
|
2.61K
$262K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
722New |
$82.8K - $97.1K
|
722
$72.3K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
707+ 12.16% |
$81.1K - $95.1K
|
6.52K
$653K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
689+ 12.86% |
$79K - $92.7K
|
6.05K
$606K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
674+ 19.08% |
$77.3K - $90.7K
|
4.21K
$421K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
670+ 132.15% |
$76.8K - $90.1K
|
1.18K
$118K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
666+ 2.61% |
$76.4K - $89.6K
|
26.1K
$2.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
644New |
$73.8K - $86.7K
|
644
$64.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
597+ 3.97% |
$68.4K - $80.3K
|
15.6K
$1.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
476+ 3.2% |
$54.6K - $64K
|
15.3K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
475+ 9.73% |
$54.5K - $63.9K
|
5.36K
$537K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
446+ 17.19% |
$51.1K - $60K
|
3.04K
$305K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
408New |
$46.8K - $54.9K
|
408
$40.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
367+ 31.29% |
$42.1K - $49.4K
|
1.54K
$154K
|