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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23.6K+ 10438.5% |
$2.38M - $2.63M
|
23.8K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 26.69% |
$2.36M - $2.61M
|
111K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.6K+ 447.41% |
$2.27M - $2.52M
|
27.6K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
21.9KNew |
$2.2M - $2.44M
|
21.9K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
21.9K+ 612.38% |
$2.2M - $2.44M
|
25.4K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.5KNew |
$2.16M - $2.4M
|
21.5K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.9K+ 350.86% |
$2.11M - $2.33M
|
26.8K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 140.47% |
$2.01M - $2.23M
|
34.2K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
17.3K+ 37.06% |
$1.75M - $1.94M
|
64.1K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.73M - $1.92M
|
17.2K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
16.6KNew |
$1.67M - $1.85M
|
16.6K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 8.47% |
$1.62M - $1.8M
|
206K
$21.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.2K+ 2.22% |
$1.53M - $1.7M
|
702K
$71.6M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
15K+ 11.2% |
$1.51M - $1.67M
|
149K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.9K+ 8.69% |
$1.4M - $1.55M
|
174K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 3.06% |
$1.35M - $1.49M
|
450K
$45.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.43M
|
12.8K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
11.8K+ 98.12% |
$1.19M - $1.31M
|
23.8K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 99.83% |
$1.16M - $1.28M
|
23K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
11.4KNew |
$1.15M - $1.27M
|
11.4K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11K+ 6.71% |
$1.11M - $1.22M
|
174K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 62.07% |
$1.08M - $1.19M
|
27.9K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$1.07M - $1.18M
|
10.6K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6KNew |
$967K - $1.07M
|
9.6K
$979K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
9.46K+ 94.94% |
$953K - $1.06M
|
19.4K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.74K+ 5.11% |
$881K - $976K
|
180K
$18.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.73K+ 2.65% |
$879K - $974K
|
338K
$34.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
8.34K+ 33.16% |
$840K - $931K
|
33.5K
$3.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 11.63% |
$802K - $889K
|
76.4K
$7.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.84K+ 14.01% |
$790K - $875K
|
63.8K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.56K+ 48.94% |
$762K - $844K
|
23K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.3K+ 125.2% |
$735K - $815K
|
13.1K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.22K+ 7.56% |
$727K - $806K
|
103K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.94K+ 11.5% |
$700K - $775K
|
67.3K
$6.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.94K+ 26.32% |
$699K - $775K
|
33.3K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.9K+ 3.97% |
$695K - $770K
|
181K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
6.9K+ 13.42% |
$695K - $770K
|
58.3K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
6.42K+ 3.91% |
$646K - $716K
|
171K
$17.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6.4K+ 89.81% |
$645K - $714K
|
13.5K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.31K+ 242.26% |
$635K - $704K
|
8.91K
$909K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.16K+ 72.47% |
$620K - $687K
|
14.7K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 13.81% |
$574K - $636K
|
47K
$4.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.4KNew |
$544K - $603K
|
5.4K
$551K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 45.6% |
$543K - $601K
|
17.2K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
5.38K+ 5.35% |
$542K - $600K
|
106K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.22K+ 108.29% |
$526K - $583K
|
10K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.1K+ 253.81% |
$514K - $569K
|
7.11K
$725K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.91K+ 77.37% |
$495K - $548K
|
11.3K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.78K+ 11.76% |
$482K - $534K
|
45.4K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 72.35% |
$474K - $526K
|
11.2K
$1.14M
|