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 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71+ 1.73% |
$7.59K - $8.26K
|
4.17K
$422K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
69New |
$7.38K - $8.03K
|
69
$6.98K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64New |
$6.84K - $7.45K
|
64
$6.47K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63+ 286.36% |
$6.74K - $7.33K
|
85
$8.6K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60+ 1.1% |
$6.42K - $6.98K
|
5.54K
$560K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
55+ 2.11% |
$5.88K - $6.4K
|
2.66K
$269K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45+ 132.35% |
$4.81K - $5.24K
|
79
$7.99K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
44+ 1.29% |
$4.7K - $5.12K
|
3.45K
$349K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
44New |
$4.7K - $5.12K
|
44
$4.45K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42+ 182.61% |
$4.49K - $4.89K
|
65
$6.58K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39New |
$4.17K - $4.54K
|
39
$3.95K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 5.28% |
$4.17K - $4.54K
|
778
$78.7K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 26.21% |
$4.06K - $4.42K
|
183
$18.5K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 1.44% |
$3.96K - $4.3K
|
2.6K
$263K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
36+ 18.85% |
$3.85K - $4.19K
|
227
$23K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.28% |
$3.42K - $3.72K
|
11.6K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
28+ 7.18% |
$2.99K - $3.26K
|
418
$42.3K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19New |
$2.03K - $2.21K
|
19
$1.92K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.07K - $1.16K
|
10
$1.01K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10+ 28.57% |
$1.07K - $1.16K
|
45
$4.55K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 1.0% |
$1.07K - $1.16K
|
1.01K
$102K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7New |
$749 - $814
|
7
$708
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6+ 0.4% |
$642 - $698
|
1.51K
$153K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5New |
$535 - $582
|
5
$506
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5+ 55.56% |
$535 - $582
|
14
$1.42K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
$321 - $349
|
3
$303
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2New |
$214 - $233
|
2
$202
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 3.33% |
$107 - $116
|
31
$3.14K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 10.81% |
$428 - $465
|
33
$3.34K
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21- 1.13% |
$2.25K - $2.44K
|
1.84K
$186K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-24- 7.52% |
$2.57K - $2.79K
|
295
$29.8K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 19.35% |
$2.57K - $2.79K
|
100
$10.1K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-29- 1.02% |
$3.1K - $3.37K
|
2.81K
$284K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-29- 0.46% |
$3.1K - $3.37K
|
6.28K
$635K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-43- 1.74% |
$4.6K - $5K
|
2.42K
$245K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53- 63.1% |
$5.67K - $6.17K
|
31
$3.14K
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-58- 0.29% |
$6.2K - $6.75K
|
19.9K
$2.01M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-63- 1.52% |
$6.74K - $7.33K
|
4.08K
$412K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-66- 76.74% |
$7.06K - $7.68K
|
20
$2.02K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 76.09% |
$7.49K - $8.14K
|
22
$2.23K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-72- 0.76% |
$7.7K - $8.38K
|
9.39K
$949K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-74- 1.71% |
$7.91K - $8.61K
|
4.26K
$431K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-77- 1.18% |
$8.23K - $8.96K
|
6.47K
$654K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-86- 24.09% |
$9.2K - $10K
|
271
$27.4K
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-95- 3.37% |
$10.2K - $11.1K
|
2.73K
$276K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-104- 6.33% |
$11.1K - $12.1K
|
1.54K
$156K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-113- 6.86% |
$12.1K - $13.1K
|
1.54K
$155K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-117- 5.23% |
$12.5K - $13.6K
|
2.12K
$214K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-118- 4.5% |
$12.6K - $13.7K
|
2.5K
$253K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-165- 73.33% |
$17.6K - $19.2K
|
60
$6.07K
|