Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
148KNew |
$14.9M - $16.5M
|
148K
$15.6M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
138K+ 29.54% |
$13.9M - $15.4M
|
605K
$63.8M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
89.5K+ 96.76% |
$9.01M - $9.98M
|
182K
$19.2M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
81.2KNew |
$8.18M - $9.07M
|
81.2K
$8.56M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
47.3K+ 8.63% |
$4.76M - $5.28M
|
595K
$62.7M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.4KNew |
$4.47M - $4.96M
|
44.4K
$4.68M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
40.8K+ 23.57% |
$4.11M - $4.56M
|
214K
$22.6M
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
28.6KNew |
$2.89M - $3.2M
|
28.6K
$3.02M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
24.5K+ 11.69% |
$2.47M - $2.74M
|
234K
$24.7M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23.6K+ 10438.5% |
$2.38M - $2.63M
|
23.8K
$2.51M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 26.69% |
$2.36M - $2.61M
|
111K
$11.7M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
21.9K+ 612.38% |
$2.2M - $2.44M
|
25.4K
$2.68M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
17.3K+ 37.06% |
$1.75M - $1.94M
|
64.1K
$6.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 8.47% |
$1.62M - $1.8M
|
206K
$21.8M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.2K+ 2.22% |
$1.53M - $1.7M
|
702K
$74M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
11.4KNew |
$1.15M - $1.27M
|
11.4K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11K+ 6.71% |
$1.11M - $1.22M
|
174K
$18.4M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6KNew |
$967K - $1.07M
|
9.6K
$1.01M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
8.34K+ 33.16% |
$840K - $931K
|
33.5K
$3.53M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 11.63% |
$802K - $889K
|
76.4K
$8.06M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.94K+ 26.32% |
$699K - $775K
|
33.3K
$3.51M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6.4K+ 89.81% |
$645K - $714K
|
13.5K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 13.81% |
$574K - $636K
|
47K
$4.95M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 45.6% |
$543K - $601K
|
17.2K
$1.81M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
5.38K+ 5.35% |
$542K - $600K
|
106K
$11.2M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.91K+ 77.37% |
$495K - $548K
|
11.3K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.25K+ 10.35% |
$428K - $475K
|
45.4K
$4.78M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 15.39% |
$423K - $468K
|
31.5K
$3.32M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.01K+ 63.45% |
$404K - $448K
|
10.3K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 41.04% |
$388K - $430K
|
13.2K
$1.39M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.61K+ 71.12% |
$364K - $403K
|
8.69K
$916K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.34K+ 100.54% |
$337K - $373K
|
6.66K
$703K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.28K+ 7.14% |
$330K - $366K
|
49.1K
$5.18M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.13K+ 49.9% |
$316K - $350K
|
9.41K
$993K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.06K+ 21.46% |
$308K - $342K
|
17.3K
$1.83M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.92KNew |
$294K - $326K
|
2.92K
$308K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.91K+ 37.32% |
$293K - $325K
|
10.7K
$1.13M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.87K+ 16.75% |
$289K - $320K
|
20K
$2.11M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.86K+ 19.58% |
$288K - $319K
|
17.5K
$1.84M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.66KNew |
$268K - $297K
|
2.66K
$280K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.46K+ 5.79% |
$248K - $274K
|
44.9K
$4.73M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.36KNew |
$237K - $263K
|
2.36K
$248K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 109.33% |
$230K - $255K
|
4.38K
$461K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$211K - $233K
|
2.09K
$220K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08KNew |
$210K - $232K
|
2.08K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.88KNew |
$189K - $209K
|
1.88K
$198K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.14% |
$185K - $205K
|
163K
$17.2M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 28.41% |
$163K - $181K
|
7.32K
$772K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.53K+ 32.89% |
$154K - $170K
|
6.16K
$650K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.43K+ 10.73% |
$144K - $160K
|
14.8K
$1.56M
|