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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.09K+ 1.9% |
$437K - $475K
|
219K
$22.2M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.07K+ 65.36% |
$435K - $473K
|
10.3K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.03K+ 16.55% |
$431K - $468K
|
28.3K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.64K+ 59.31% |
$389K - $423K
|
9.77K
$988K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.49K+ 99.06% |
$373K - $406K
|
7.02K
$710K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.47K+ 41.22% |
$371K - $403K
|
11.9K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.37K+ 117.97% |
$360K - $392K
|
6.22K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.29K+ 14.14% |
$351K - $382K
|
26.5K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.28K+ 24.3% |
$351K - $382K
|
16.8K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.19K+ 32.13% |
$341K - $371K
|
13.1K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.16K+ 17.41% |
$338K - $368K
|
21.3K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.04KNew |
$325K - $353K
|
3.04K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 2.44% |
$315K - $343K
|
124K
$12.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.79KNew |
$299K - $325K
|
2.79K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.69KNew |
$287K - $312K
|
2.69K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.59K+ 126.92% |
$277K - $301K
|
4.63K
$468K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.57KNew |
$275K - $299K
|
2.57K
$260K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.48K+ 0.28% |
$265K - $289K
|
896K
$90.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.39K+ 59.32% |
$256K - $278K
|
6.42K
$649K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.27KNew |
$243K - $264K
|
2.27K
$230K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.26K+ 11.39% |
$242K - $263K
|
22.1K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.26K+ 73.25% |
$242K - $263K
|
5.34K
$540K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 25.91% |
$236K - $257K
|
10.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.18KNew |
$234K - $254K
|
2.18K
$221K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.17K+ 14.67% |
$232K - $252K
|
16.9K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.11K+ 34.48% |
$226K - $246K
|
8.24K
$834K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.08KNew |
$223K - $242K
|
2.08K
$211K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.04KNew |
$218K - $237K
|
2.04K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2K+ 6.21% |
$214K - $233K
|
34.2K
$3.46M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.99KNew |
$213K - $232K
|
1.99K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.94KNew |
$208K - $226K
|
1.94K
$196K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.9K+ 56.22% |
$203K - $221K
|
5.29K
$535K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $220K
|
1.89K
$192K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.89KNew |
$202K - $220K
|
1.89K
$191K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.89K+ 1.97% |
$202K - $219K
|
97.7K
$9.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.82K+ 1.26% |
$195K - $212K
|
147K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.81KNew |
$194K - $211K
|
1.81K
$183K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.8KNew |
$192K - $209K
|
1.8K
$182K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.77KNew |
$190K - $206K
|
1.77K
$179K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.74K+ 42.11% |
$186K - $202K
|
5.86K
$592K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.72K+ 49.58% |
$184K - $200K
|
5.2K
$526K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.69K+ 259.26% |
$181K - $197K
|
2.35K
$237K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.69K+ 41.97% |
$180K - $196K
|
5.71K
$578K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.64K+ 15.23% |
$175K - $190K
|
12.4K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.58K+ 13.92% |
$169K - $184K
|
12.9K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.31K+ 15.74% |
$140K - $152K
|
9.63K
$975K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.3K+ 64850.0% |
$139K - $151K
|
1.3K
$131K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 65.73% |
$137K - $149K
|
3.24K
$327K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 20.26% |
$121K - $132K
|
6.74K
$681K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.07KNew |
$114K - $124K
|
1.07K
$108K
|