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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-91- 0.14% |
$9.17K - $10.2K
|
64.3K
$6.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-102- 0.93% |
$10.3K - $11.4K
|
10.9K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.79% |
$11.4K - $12.6K
|
14.1K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-114- 4.95% |
$11.5K - $12.7K
|
2.19K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 34.88% |
$16.6K - $18.4K
|
308
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-177- 94.15% |
$17.8K - $19.8K
|
11
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-184- 0.98% |
$18.5K - $20.5K
|
18.7K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-199- 6.86% |
$20K - $22.2K
|
2.7K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-207- 2.6% |
$20.9K - $23.1K
|
7.76K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-209- 2.61% |
$21.1K - $23.3K
|
7.8K
$796K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-215- 17.93% |
$21.7K - $24K
|
984
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 46.08% |
$24.3K - $26.9K
|
282
$28.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-268- 11.76% |
$27K - $29.9K
|
2.01K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-289- 76.66% |
$29.1K - $32.3K
|
88
$8.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-292- 9.3% |
$29.4K - $32.6K
|
2.85K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 1.95% |
$35.3K - $39.1K
|
17.6K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-379- 0.32% |
$38.2K - $42.3K
|
117K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-385- 1.37% |
$38.8K - $43K
|
27.7K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-387- 3.1% |
$39K - $43.2K
|
12.1K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-404- 2.73% |
$40.7K - $45.1K
|
14.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-429- 23.2% |
$43.2K - $47.9K
|
1.42K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-436- 10.02% |
$43.9K - $48.7K
|
3.91K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-493- 79.13% |
$49.7K - $55K
|
130
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-496- 9.74% |
$50K - $55.4K
|
4.59K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-497- 16.01% |
$50.1K - $55.5K
|
2.61K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-508- 3.99% |
$51.2K - $56.7K
|
12.2K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-537- 6.15% |
$54.1K - $59.9K
|
8.19K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-555- 10.56% |
$55.9K - $61.9K
|
4.7K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-560- 4.67% |
$56.4K - $62.5K
|
11.4K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-572- 7.92% |
$57.6K - $63.8K
|
6.65K
$679K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-648- 1.51% |
$65.3K - $72.3K
|
42.2K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-690- 1.47% |
$69.5K - $77K
|
46.4K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-719- 21.99% |
$72.4K - $80.3K
|
2.55K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-743- 5.25% |
$74.9K - $82.9K
|
13.4K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-751- 15.34% |
$75.7K - $83.8K
|
4.15K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-771- 2.9% |
$77.7K - $86.1K
|
25.8K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-797- 23.92% |
$80.3K - $89K
|
2.54K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-819- 6.0% |
$82.5K - $91.4K
|
12.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-868- 31.75% |
$87.5K - $96.9K
|
1.87K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-999- 4.75% |
$101K - $112K
|
20K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 3.34% |
$102K - $113K
|
29.3K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 1.51% |
$107K - $119K
|
69.2K
$7.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.1K- 1.2% |
$111K - $123K
|
90.8K
$9.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 11.73% |
$111K - $123K
|
8.3K
$846K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 9.27% |
$119K - $132K
|
11.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.45K- 13.15% |
$146K - $161K
|
9.55K
$974K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.54K- 17.46% |
$155K - $172K
|
7.27K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 44.77% |
$160K - $177K
|
1.95K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.68K- 31.8% |
$169K - $187K
|
3.6K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 31.95% |
$170K - $189K
|
3.6K
$367K
|