Purchases and Sales Made in Q1 2023 in Ishares Barclays 10 20 Yr Trea (TLH)

TLH Quotes by TradingView

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 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
17.4K
+ 156.38%
$1.86M - $2.02M
28.5K $2.88M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
16.8K
+ 38.69%
$1.79M - $1.95M
60.1K $6.08M
Apr 11, 2023 Q1 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
16.1K
New
$1.72M - $1.87M
16.1K $1.63M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
16K
New
$1.71M - $1.86M
16K $1.62M
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
15.9K
New
$1.7M - $1.84M
15.9K $1.6M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
15.1K
+ 140.52%
$1.61M - $1.75M
25.8K $2.61M
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
14K
+ 90.14%
$1.5M - $1.63M
29.6K $3M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
13.7K
+ 5.17%
$1.46M - $1.59M
278K $28.1M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
13K
+ 186.01%
$1.39M - $1.51M
20K $2.02M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
12.7K
+ 16.83%
$1.36M - $1.48M
88.4K $8.94M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
11.7K
New
$1.25M - $1.36M
11.7K $1.18M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
11.6K
+ 70.47%
$1.24M - $1.34M
27.9K $2.83M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
11.1K
+ 178.91%
$1.18M - $1.29M
17.2K $1.74M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
10.7K
+ 140.48%
$1.15M - $1.25M
18.4K $1.86M
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
10.4K
+ 25.91%
$1.11M - $1.21M
50.5K $5.11M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
10.4K
+ 17.19%
$1.11M - $1.21M
70.8K $7.16M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
10.1K
+ 24.37%
$1.08M - $1.18M
51.8K $5.24M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
9.94K
+ 170.21%
$1.06M - $1.16M
15.8K $1.6M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
9.87K
New
$1.06M - $1.15M
9.87K $999K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
9.69K
New
$1.04M - $1.13M
9.69K $980K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
9.6K
+ 22.24%
$1.03M - $1.12M
52.8K $5.34M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
9.34K
+ 28.79%
$999K - $1.09M
41.8K $4.23M
May 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
9.15K
+ 47.08%
$979K - $1.06M
28.6K $2.89M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

BUY
 -
8.85K
New
$946K - $1.03M
8.85K $895K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
8.79K
New
$940K - $1.02M
8.79K $889K
Apr 20, 2023 Q1 2023
Pettinga Financial Advisors, LLC

BUY
 -
8.72K
+ 27.52%
$932K - $1.01M
40.4K $4.09M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
8.61K
+ 56.74%
$921K - $1M
23.8K $2.41M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.3K
+ 307.78%
$888K - $966K
11K $1.11M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
8.12K
+ 115.73%
$868K - $944K
15.1K $1.53M
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
8.09K
+ 53.84%
$865K - $941K
23.1K $2.34M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.04K
+ 1.41%
$860K - $935K
580K $58.7M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
7.74K
New
$828K - $900K
7.74K $783K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
7.71K
New
$825K - $897K
7.71K $780K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
7.48K
+ 111.7%
$800K - $871K
14.2K $1.43M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
7.03K
+ 18.9%
$752K - $818K
44.2K $4.47M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.9K
+ 56.21%
$738K - $803K
19.2K $1.94M
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
6.51K
+ 440.69%
$696K - $757K
7.99K $808K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.19K
New
$661K - $720K
6.19K $626K
May 15, 2023 Q1 2023
Detalus Advisors, LLC

BUY
 -
6.02K
+ 27.99%
$643K - $700K
27.5K $2.78M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
5.93K
+ 233.4%
$634K - $689K
8.47K $856K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.78K
+ 83.71%
$618K - $672K
12.7K $1.28M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
5.67K
New
$606K - $659K
5.67K $573K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
5.52K
+ 19.24%
$590K - $642K
34.2K $3.46M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.36K
+ 0.78%
$573K - $624K
694K $70.2M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
4.93K
+ 22.06%
$527K - $574K
27.3K $2.76M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.78K
New
$512K - $557K
4.78K $484K
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
4.75K
New
$508K - $553K
4.75K $481K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
4.68K
New
$500K - $544K
4.68K $473K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.32K
New
$462K - $502K
4.32K $437K

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