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 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-234- 16.62% |
$25K - $27.2K
|
1.17K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-256- 25.07% |
$27.4K - $29.8K
|
765
$77.4K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-268- 37.59% |
$28.7K - $31.2K
|
445
$45K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-269- 11.71% |
$28.8K - $31.3K
|
2.03K
$205K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-276- 7.51% |
$29.5K - $32.1K
|
3.4K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-291- 9.85% |
$31.1K - $33.9K
|
2.66K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-335- 4.43% |
$35.8K - $39K
|
7.23K
$732K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-342- 3.22% |
$36.6K - $39.8K
|
10.3K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-359- 10.76% |
$38.4K - $41.8K
|
2.98K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-379- 9.2% |
$40.5K - $44.1K
|
3.74K
$378K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-382- 4.91% |
$40.8K - $44.4K
|
7.39K
$748K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-393- 11.44% |
$42K - $45.7K
|
3.04K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-394- 17.36% |
$42.1K - $45.8K
|
1.88K
$190K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-394- 17.36% |
$42.1K - $45.8K
|
1.88K
$190K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-421- 11.34% |
$45K - $49K
|
3.29K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-498- 5.47% |
$53.3K - $57.9K
|
8.61K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-519- 5.03% |
$55.5K - $60.4K
|
9.79K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-534- 5.41% |
$57.1K - $62.1K
|
9.34K
$945K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-543- 15.73% |
$58.1K - $63.2K
|
2.91K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-547- 0.82% |
$58.5K - $63.6K
|
66.5K
$6.73M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-549- 2.76% |
$58.7K - $63.9K
|
19.4K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-561- 18.67% |
$60K - $65.3K
|
2.44K
$247K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-565- 3.97% |
$60.4K - $65.7K
|
13.7K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-574- 72.84% |
$61.4K - $66.8K
|
214
$21.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-578- 9.45% |
$61.8K - $67.2K
|
5.54K
$560K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-582- 16.48% |
$62.2K - $67.7K
|
2.95K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-585- 4.06% |
$62.6K - $68.1K
|
13.8K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-670- 25.12% |
$71.6K - $77.9K
|
2K
$202K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-717- 9.92% |
$76.7K - $83.4K
|
6.51K
$659K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-733- 9.96% |
$78.4K - $85.3K
|
6.63K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-736- 93.64% |
$78.7K - $85.6K
|
50
$5.06K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-762- 9.41% |
$81.5K - $88.7K
|
7.33K
$742K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-824- 13.6% |
$88.1K - $95.9K
|
5.23K
$529K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-849- 2.5% |
$90.8K - $98.8K
|
33.2K
$3.35M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-889- 17.05% |
$95.1K - $103K
|
4.33K
$438K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-940- 10.59% |
$101K - $109K
|
7.93K
$803K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-949- 16.94% |
$101K - $110K
|
4.65K
$471K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-960- 10.06% |
$103K - $112K
|
8.58K
$868K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 18.51% |
$126K - $137K
|
5.19K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.24K- 12.92% |
$132K - $144K
|
8.35K
$844K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.27K- 3.63% |
$136K - $148K
|
33.8K
$3.42M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.38K- 13.65% |
$147K - $160K
|
8.7K
$880K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.41K- 98.67% |
$150K - $164K
|
19
$1.92K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.42K- 12.96% |
$152K - $165K
|
9.54K
$965K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.47K- 10.29% |
$157K - $171K
|
12.8K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.63K- 9.43% |
$175K - $190K
|
15.7K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.96K- 24.83% |
$209K - $227K
|
5.92K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.96K- 6.71% |
$210K - $228K
|
27.3K
$2.76M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.06K- 22.5% |
$220K - $240K
|
7.1K
$718K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.43K- 28.4% |
$260K - $283K
|
6.12K
$619K
|