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 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$119K - $132K
|
33.7K
$3.56M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.16K+ 46.79% |
$117K - $129K
|
3.64K
$383K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1K+ 682.31% |
$101K - $112K
|
1.15K
$121K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
755+ 1.59% |
$76.1K - $84.3K
|
48.3K
$5.09M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
723+ 1.46% |
$72.8K - $80.7K
|
50.1K
$5.28M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
669+ 8.06% |
$67.4K - $74.7K
|
8.97K
$945K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
618+ 6.26% |
$62.3K - $69K
|
10.5K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
565New |
$56.9K - $63.1K
|
565
$59.6K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
521+ 5.26% |
$52.5K - $58.2K
|
10.4K
$1.1M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
399+ 1.45% |
$40.2K - $44.5K
|
27.9K
$2.95M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
371+ 3.1% |
$37.4K - $41.4K
|
12.3K
$1.3M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
309+ 2.29% |
$31.1K - $34.5K
|
13.8K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276+ 12.99% |
$27.8K - $30.8K
|
2.4K
$253K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
254+ 313.58% |
$25.6K - $28.4K
|
335
$35.3K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
231+ 9.9% |
$23.3K - $25.8K
|
2.56K
$270K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
204+ 7.18% |
$20.6K - $22.8K
|
3.05K
$321K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 3.57% |
$17.4K - $19.3K
|
5.02K
$529K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
105New |
$10.6K - $11.7K
|
105
$11.1K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
94New |
$9.47K - $10.5K
|
94
$9.91K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
93New |
$9.37K - $10.4K
|
93
$9.8K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
92New |
$9.27K - $10.3K
|
92
$9.7K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 1.02% |
$8.77K - $9.71K
|
8.6K
$906K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$8.06K - $8.93K
|
80
$8.43K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$7.46K - $8.26K
|
74
$7.8K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44New |
$4.43K - $4.91K
|
44
$4.64K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44New |
$4.43K - $4.91K
|
44
$4.64K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
41New |
$4.13K - $4.58K
|
41
$4.32K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39New |
$3.93K - $4.35K
|
39
$4.11K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
35+ 0.46% |
$3.53K - $3.91K
|
7.61K
$802K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.02K - $2.23K
|
20
$2.11K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 0.37% |
$1.81K - $2.01K
|
4.92K
$518K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6+ 1.67% |
$605 - $670
|
366
$38.6K
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$605 - $670
|
9.61K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.15% |
$302 - $335
|
2K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.54% |
$101 - $112
|
66
$6.96K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 0.98% |
$1.11K - $1.23K
|
1.11K
$117K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.71% |
$1.41K - $1.56K
|
1.96K
$207K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-24- 0.25% |
$2.42K - $2.68K
|
9.52K
$1M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.46% |
$3.02K - $3.35K
|
6.52K
$688K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 39.29% |
$3.32K - $3.68K
|
51
$5.38K
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-102- 0.93% |
$10.3K - $11.4K
|
10.9K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.79% |
$11.4K - $12.6K
|
14.1K
$1.49M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 34.88% |
$16.6K - $18.4K
|
308
$32.5K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-268- 11.76% |
$27K - $29.9K
|
2.01K
$212K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-387- 3.1% |
$39K - $43.2K
|
12.1K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-560- 4.67% |
$56.4K - $62.5K
|
11.4K
$1.2M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-648- 1.51% |
$65.3K - $72.3K
|
42.2K
$4.45M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-743- 5.25% |
$74.9K - $82.9K
|
13.4K
$1.41M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-751- 15.34% |
$75.7K - $83.8K
|
4.15K
$437K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-771- 2.9% |
$77.7K - $86.1K
|
25.8K
$2.72M
|