Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.9K+ 87.36% |
$514K - $568K
|
8.36K
$846K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.82K+ 85.93% |
$504K - $557K
|
8.27K
$837K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.67K+ 25.56% |
$484K - $535K
|
18K
$1.82M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.61K+ 222.44% |
$476K - $526K
|
5.23K
$529K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.53KNew |
$466K - $515K
|
3.53K
$357K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.5K+ 86.09% |
$462K - $510K
|
7.57K
$766K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.43KNew |
$453K - $500K
|
3.43K
$347K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
3.36KNew |
$443K - $489K
|
3.36K
$340K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.29K+ 143.19% |
$434K - $480K
|
5.59K
$566K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.29K+ 28.83% |
$434K - $480K
|
14.7K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.24KNew |
$428K - $472K
|
3.24K
$328K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.24K+ 132.07% |
$427K - $472K
|
5.69K
$575K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.21K+ 124.71% |
$423K - $468K
|
5.78K
$585K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.19KNew |
$421K - $465K
|
3.19K
$323K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02KNew |
$398K - $440K
|
3.02K
$306K
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$398K - $439K
|
3.02K
$305K
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3KNew |
$396K - $437K
|
3K
$303K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 104.79% |
$393K - $434K
|
5.82K
$588K
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.88KNew |
$380K - $420K
|
2.88K
$292K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
2.82KNew |
$372K - $411K
|
2.82K
$286K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.68K+ 21.8% |
$353K - $390K
|
14.9K
$1.51M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.55KNew |
$336K - $372K
|
2.55K
$258K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.4K+ 93.05% |
$316K - $349K
|
4.97K
$503K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 48.16% |
$310K - $343K
|
7.24K
$732K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.28KNew |
$301K - $333K
|
2.28K
$231K
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 74.23% |
$281K - $311K
|
5K
$506K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 95.43% |
$281K - $310K
|
4.36K
$441K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.12KNew |
$280K - $309K
|
2.12K
$214K
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.11K+ 1.87% |
$279K - $308K
|
115K
$11.6M
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.1KNew |
$276K - $305K
|
2.1K
$212K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.02KNew |
$266K - $294K
|
2.02K
$204K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2KNew |
$264K - $291K
|
2K
$202K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.9K+ 22.91% |
$251K - $277K
|
10.2K
$1.03M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$250K - $277K
|
1.9K
$192K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.85K+ 385.0% |
$244K - $269K
|
2.33K
$236K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.83K+ 281.38% |
$241K - $266K
|
2.48K
$251K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.82K+ 18160.0% |
$240K - $265K
|
1.83K
$185K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.72K+ 40.79% |
$227K - $251K
|
5.94K
$601K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.68KNew |
$221K - $244K
|
1.68K
$169K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 158.79% |
$208K - $230K
|
2.58K
$260K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$203K - $224K
|
1.54K
$156K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.51KNew |
$199K - $220K
|
1.51K
$153K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.46K+ 1.26% |
$192K - $212K
|
117K
$11.8M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 42.01% |
$190K - $210K
|
4.88K
$494K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 221.6% |
$189K - $209K
|
2.08K
$211K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.32KNew |
$174K - $192K
|
1.32K
$133K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26K+ 67.38% |
$166K - $183K
|
3.13K
$316K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 675.14% |
$165K - $182K
|
1.43K
$145K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 13.76% |
$155K - $171K
|
9.73K
$984K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.17KNew |
$155K - $171K
|
1.17K
$119K
|