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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 10.81% |
$112K - $122K
|
10.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 13.66% |
$111K - $121K
|
8.66K
$876K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
990New |
$106K - $115K
|
990
$100K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
974+ 44.56% |
$104K - $113K
|
3.16K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
937+ 38.96% |
$100K - $109K
|
3.34K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
854New |
$91.3K - $99.4K
|
854
$86.4K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
802+ 26.49% |
$85.8K - $93.3K
|
3.83K
$387K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
767+ 20.9% |
$82K - $89.2K
|
4.44K
$449K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
735+ 1.02% |
$78.6K - $85.5K
|
73.1K
$7.4M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
721New |
$77.1K - $83.9K
|
721
$72.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
717+ 10.39% |
$76.7K - $83.4K
|
7.62K
$771K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
702+ 30.25% |
$75.1K - $81.7K
|
3.02K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
651+ 80.37% |
$69.6K - $75.7K
|
1.46K
$148K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
650+ 92.33% |
$69.5K - $75.6K
|
1.35K
$137K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
625+ 47.86% |
$66.8K - $72.7K
|
1.93K
$195K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
614New |
$65.7K - $71.4K
|
614
$62.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
569+ 3.17% |
$60.8K - $66.2K
|
18.5K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
555+ 2.77% |
$59.3K - $64.6K
|
20.6K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
533+ 42.2% |
$57K - $62K
|
1.8K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
531New |
$56.8K - $61.8K
|
531
$53.7K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
506+ 0.76% |
$54.1K - $58.9K
|
67K
$6.78M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
504New |
$53.9K - $58.6K
|
504
$51K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
469+ 17.05% |
$50.2K - $54.6K
|
3.22K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
439+ 1.29% |
$46.9K - $51.1K
|
34.6K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
320+ 3.18% |
$34.2K - $37.2K
|
10.4K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
320+ 2.24% |
$34.2K - $37.2K
|
14.6K
$1.48M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
318New |
$34K - $37K
|
318
$32.2K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
318New |
$34K - $37K
|
318
$32.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
292+ 3.94% |
$31.2K - $34K
|
7.7K
$779K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
289+ 1.27% |
$30.9K - $33.6K
|
23.1K
$2.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
283New |
$30.3K - $32.9K
|
283
$28.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
266+ 1.72% |
$28.4K - $30.9K
|
15.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
218+ 10.68% |
$23.3K - $25.4K
|
2.26K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$21.4K - $23.3K
|
200
$20.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
199+ 38.87% |
$21.3K - $23.2K
|
711
$71.9K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
195+ 1.29% |
$20.9K - $22.7K
|
15.4K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
172+ 4.23% |
$18.4K - $20K
|
4.24K
$429K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
153New |
$16.4K - $17.8K
|
153
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
151+ 14.63% |
$16.1K - $17.6K
|
1.18K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
149+ 74.13% |
$15.9K - $17.3K
|
350
$35.4K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 1.58% |
$14.8K - $16.1K
|
8.89K
$900K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
128+ 24.85% |
$13.7K - $14.9K
|
643
$65K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
126+ 0.93% |
$13.5K - $14.7K
|
13.7K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
122+ 11.93% |
$13K - $14.2K
|
1.15K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
118+ 3.74% |
$12.6K - $13.7K
|
3.27K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
107New |
$11.4K - $12.4K
|
107
$10.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
88New |
$9.41K - $10.2K
|
88
$8.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
79New |
$8.45K - $9.19K
|
79
$7.99K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
78New |
$8.34K - $9.07K
|
78
$7.89K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
74+ 3.7% |
$7.91K - $8.61K
|
2.07K
$210K
|