Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
110New |
$10.2K - $12K
|
110
$11K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
95New |
$8.85K - $10.4K
|
95
$9.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81New |
$7.54K - $8.87K
|
81
$8.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
81+ 2.07% |
$7.54K - $8.87K
|
4K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
72New |
$6.7K - $7.89K
|
72
$7.18K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
71New |
$6.61K - $7.78K
|
71
$7.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
65+ 8.17% |
$6.05K - $7.12K
|
861
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
61New |
$5.68K - $6.68K
|
61
$6.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
54+ 69.23% |
$5.03K - $5.91K
|
132
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 92.59% |
$4.66K - $5.48K
|
104
$10.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
49+ 1.29% |
$4.56K - $5.37K
|
3.86K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
48New |
$4.47K - $5.26K
|
48
$4.79K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44New |
$4.1K - $4.82K
|
44
$4.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 37.04% |
$3.72K - $4.38K
|
148
$14.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
39+ 6.35% |
$3.63K - $4.27K
|
653
$65.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37+ 12.98% |
$3.45K - $4.05K
|
322
$32.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
37New |
$3.45K - $4.05K
|
37
$3.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 15.79% |
$1.4K - $1.64K
|
110
$11K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
10New |
$931 - $1.1K
|
10
$997
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 1.94% |
$838 - $986
|
472
$47.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$466 - $548
|
5
$499
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.08% |
$279 - $329
|
3.8K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.6% |
$186 - $219
|
127
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.17% |
$186 - $219
|
1.18K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.86% |
$93.1 - $110
|
117
$11.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 1.32% |
$93.1 - $110
|
75
$7.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 75.0% |
$279 - $329
|
1
$99.7
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4- 44.44% |
$372 - $438
|
5
$499
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 12.12% |
$372 - $438
|
29
$2.89K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15- 3.85% |
$1.4K - $1.64K
|
375
$37.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-15- 0.22% |
$1.4K - $1.64K
|
6.69K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-78- 43.09% |
$7.26K - $8.54K
|
103
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-83- 49.11% |
$7.73K - $9.09K
|
86
$8.58K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86- 4.01% |
$8.01K - $9.42K
|
2.06K
$206K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$9.31K - $11K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-101- 36.2% |
$9.4K - $11.1K
|
178
$17.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-117- 84.17% |
$10.9K - $12.8K
|
22
$2.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-132- 6.43% |
$12.3K - $14.5K
|
1.92K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 33.02% |
$13K - $15.3K
|
284
$28.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-146- 19.13% |
$13.6K - $16K
|
617
$61.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-150- 8.37% |
$14K - $16.4K
|
1.64K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 5.42% |
$14K - $16.4K
|
2.62K
$261K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-152- 0.23% |
$14.2K - $16.6K
|
66.1K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-172- 7.63% |
$16K - $18.8K
|
2.08K
$208K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 74.63% |
$18.6K - $21.9K
|
68
$6.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-217- 9.77% |
$20.2K - $23.8K
|
2K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-232- 2.74% |
$21.6K - $25.4K
|
8.24K
$822K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-322- 11.18% |
$30K - $35.3K
|
2.56K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-424- 73.23% |
$39.5K - $46.4K
|
155
$15.5K
|