Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.56M+ 43.15% |
$487M - $530M
|
15.1M
$1.53B
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.59M+ 55.7% |
$277M - $301M
|
7.23M
$732M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.7M+ 51.56% |
$182M - $198M
|
4.99M
$505M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.55MNew |
$166M - $181M
|
1.55M
$157M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15M+ 14.54% |
$123M - $134M
|
9.09M
$919M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
594K+ 38.85% |
$63.5M - $69.1M
|
2.12M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
497KNew |
$53.2M - $57.8M
|
497K
$50.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
311K+ 154.0% |
$33.3M - $36.2M
|
513K
$51.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
301KNew |
$32.2M - $35M
|
301K
$30.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
276K+ 5.09% |
$29.5M - $32.1M
|
5.7M
$577M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
265K+ 55.72% |
$28.3M - $30.8M
|
740K
$74.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
236K+ 18.33% |
$25.2M - $27.4M
|
1.52M
$154M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
216K+ 304.79% |
$23.1M - $25.1M
|
287K
$29M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
173KNew |
$18.5M - $20.1M
|
173K
$17.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
160K+ 17.66% |
$17.1M - $18.6M
|
1.06M
$108M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
153K+ 473.32% |
$16.4M - $17.8M
|
185K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146K+ 151.3% |
$15.7M - $17M
|
243K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
134K+ 47.55% |
$14.4M - $15.6M
|
417K
$42.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
126K+ 65.59% |
$13.5M - $14.7M
|
319K
$32.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
124K+ 256.32% |
$13.3M - $14.4M
|
172K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100K+ 109.11% |
$10.7M - $11.7M
|
192K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
100K+ 4909.1% |
$10.7M - $11.7M
|
102K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.6KNew |
$7.44M - $8.1M
|
69.6K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69.2KNew |
$7.4M - $8.05M
|
69.2K
$7M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
44.3KNew |
$4.74M - $5.16M
|
44.3K
$4.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40.6K+ 43.51% |
$4.34M - $4.73M
|
134K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.4K+ 133.22% |
$4.22M - $4.59M
|
69K
$6.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.7K+ 7.45% |
$4.14M - $4.51M
|
559K
$56.6M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
36.1K+ 5.83% |
$3.86M - $4.2M
|
655K
$66.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36KNew |
$3.85M - $4.19M
|
36K
$3.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
35.6K+ 27.56% |
$3.81M - $4.14M
|
165K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.6K+ 174.14% |
$3.59M - $3.9M
|
52.8K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
31.2K+ 88.76% |
$3.34M - $3.64M
|
66.5K
$6.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 63.48% |
$2.98M - $3.25M
|
71.9K
$7.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
26.5K+ 181.14% |
$2.84M - $3.09M
|
41.2K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.8K+ 582.62% |
$2.76M - $3.01M
|
30.3K
$3.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.6K+ 327.86% |
$2.73M - $2.97M
|
33.4K
$3.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 47683.02% |
$2.7M - $2.94M
|
25.3K
$2.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.2K+ 7.82% |
$2.59M - $2.82M
|
334K
$33.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
24KNew |
$2.57M - $2.79M
|
24K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
23.8KNew |
$2.54M - $2.77M
|
23.8K
$2.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22.9K+ 10911.9% |
$2.45M - $2.67M
|
23.1K
$2.34M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21.6K+ 15.27% |
$2.31M - $2.51M
|
163K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
20.7K+ 27.11% |
$2.21M - $2.41M
|
97K
$9.81M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.4KNew |
$2.18M - $2.37M
|
20.4K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.5K+ 39.69% |
$2.09M - $2.27M
|
68.7K
$6.95M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.3K+ 27.02% |
$2.07M - $2.25M
|
90.9K
$9.19M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
18.6KNew |
$1.99M - $2.17M
|
18.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.92M - $2.09M
|
17.9K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17.9K+ 10.72% |
$1.92M - $2.09M
|
185K
$18.7M
|