Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.57K- 97.8% |
$253K - $286K
|
58
$5.91K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.65K- 96.36% |
$260K - $294K
|
100
$10.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.92K- 21.17% |
$287K - $325K
|
10.9K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.96K- 9.29% |
$291K - $328K
|
28.8K
$2.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.19K- 57.01% |
$313K - $354K
|
2.4K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.23K- 57.54% |
$318K - $359K
|
2.39K
$243K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.29K- 16.99% |
$324K - $366K
|
16.1K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.3K- 99.73% |
$324K - $366K
|
9
$917
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.35K- 39.4% |
$330K - $372K
|
5.16K
$526K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.4K- 61.16% |
$334K - $378K
|
2.16K
$220K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.63K- 26.3% |
$357K - $403K
|
10.2K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.72K- 46.13% |
$365K - $413K
|
4.34K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.73K- 19.37% |
$366K - $414K
|
15.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 49.56% |
$395K - $446K
|
4.09K
$417K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.07K- 33.56% |
$400K - $452K
|
8.05K
$820K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.31K- 39.47% |
$423K - $478K
|
6.6K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.31K- 21.16% |
$424K - $479K
|
16.1K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.47K- 67.45% |
$439K - $496K
|
2.16K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.74K- 58.5% |
$466K - $526K
|
3.36K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 55.64% |
$466K - $526K
|
3.78K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.85K- 45.92% |
$477K - $538K
|
5.71K
$582K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-4.86K- 16.91% |
$478K - $539K
|
23.9K
$2.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.22K- 68.58% |
$513K - $580K
|
2.39K
$244K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.45K- 57.49% |
$536K - $605K
|
4.03K
$411K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.65K- 11.33% |
$555K - $627K
|
44.2K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.12K- 29.86% |
$601K - $679K
|
14.4K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.46K- 31.02% |
$636K - $718K
|
14.4K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-6.53K- 14.25% |
$642K - $725K
|
39.3K
$4M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.17K- 69.61% |
$705K - $796K
|
3.13K
$319K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.19K- 77.77% |
$707K - $798K
|
2.05K
$209K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.26K- 40.25% |
$714K - $806K
|
10.8K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.56K- 83.32% |
$743K - $840K
|
1.51K
$154K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.61K- 41.61% |
$748K - $845K
|
10.7K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.64K- 9.09% |
$751K - $848K
|
76.4K
$7.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9.04K- 32.35% |
$889K - $1M
|
18.9K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.36K- 98.1% |
$920K - $1.04M
|
181
$18.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.45KClosed |
$930K - $1.05M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.94K- 62.29% |
$978K - $1.1M
|
6.02K
$613K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10K- 56.17% |
$987K - $1.11M
|
7.83K
$798K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 12.87% |
$988K - $1.12M
|
68K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 46.09% |
$1.01M - $1.14M
|
12K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 83.0% |
$1.03M - $1.16M
|
2.15K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 94.51% |
$1.04M - $1.17M
|
614
$62.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 60.06% |
$1.13M - $1.27M
|
7.61K
$776K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.9K- 69.58% |
$1.17M - $1.32M
|
5.19K
$529K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-12.9K- 90.43% |
$1.27M - $1.44M
|
1.37K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.3K- 36.15% |
$1.31M - $1.48M
|
23.5K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-14K- 22.45% |
$1.38M - $1.56M
|
48.4K
$4.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.5K- 12.06% |
$1.43M - $1.61M
|
106K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.8K- 99.19% |
$1.45M - $1.64M
|
121
$12.3K
|