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 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.52K- 40.59% |
$270K - $294K
|
3.69K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.65K- 45.7% |
$283K - $308K
|
3.15K
$318K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.12K- 24.75% |
$333K - $363K
|
9.47K
$958K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.31K- 13.86% |
$354K - $385K
|
20.6K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.42K- 7.96% |
$365K - $398K
|
39.5K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.42K- 51.0% |
$366K - $398K
|
3.29K
$332K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.44K- 15.79% |
$368K - $400K
|
18.3K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 29.34% |
$389K - $423K
|
8.76K
$887K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 21.33% |
$393K - $428K
|
13.6K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.1K- 26.92% |
$438K - $477K
|
11.1K
$1.13M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.31K- 55.82% |
$461K - $501K
|
3.41K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.33K- 26.31% |
$463K - $503K
|
12.1K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35K- 18.06% |
$465K - $506K
|
19.7K
$2M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.69K- 9.37% |
$501K - $545K
|
45.3K
$4.59M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-4.74K- 23.2% |
$507K - $551K
|
15.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.79K- 25.2% |
$512K - $557K
|
14.2K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.86K- 39.6% |
$519K - $565K
|
7.41K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5.38K- 31.74% |
$575K - $626K
|
11.6K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.57K- 18.82% |
$703K - $765K
|
28.4K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.65K- 23.07% |
$712K - $774K
|
22.2K
$2.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.95K- 14.23% |
$743K - $809K
|
41.9K
$4.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.13K- 17.0% |
$763K - $830K
|
34.8K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.33K- 17.73% |
$784K - $853K
|
34K
$3.44M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-7.43K- 36.26% |
$795K - $865K
|
13.1K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-8.23K- 22.19% |
$880K - $957K
|
28.9K
$2.92M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.39K- 20.54% |
$897K - $976K
|
32.5K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-8.51K- 57.42% |
$910K - $990K
|
6.31K
$639K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.04K- 34.67% |
$967K - $1.05M
|
17K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.5K- 20.55% |
$1.23M - $1.34M
|
44.4K
$4.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-11.6K- 35.25% |
$1.24M - $1.35M
|
21.4K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-12.3K- 31.38% |
$1.32M - $1.43M
|
27K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12.7K- 23.21% |
$1.36M - $1.48M
|
42K
$4.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-13.9K- 38.08% |
$1.48M - $1.61M
|
22.6K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.1K- 49.49% |
$1.61M - $1.75M
|
15.4K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 29.68% |
$1.66M - $1.81M
|
36.8K
$3.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.1K- 25.02% |
$1.83M - $1.99M
|
51.2K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18K- 87.12% |
$1.92M - $2.09M
|
2.66K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-19.4K- 89.57% |
$2.07M - $2.25M
|
2.25K
$228K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.8K- 24.7% |
$2.33M - $2.54M
|
66.5K
$6.73M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8K- 12.95% |
$2.44M - $2.65M
|
153K
$15.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-25.5K- 19.89% |
$2.72M - $2.96M
|
103K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-26.7K- 32.53% |
$2.86M - $3.11M
|
55.4K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 22.39% |
$2.87M - $3.12M
|
92.9K
$9.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-39.3K- 36.82% |
$4.2M - $4.57M
|
67.4K
$6.82M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-40.3K- 2.6% |
$4.31M - $4.68M
|
1.51M
$152M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.6K- 80.48% |
$4.55M - $4.95M
|
10.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-43.7K- 25.8% |
$4.67M - $5.08M
|
126K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.2K- 14.64% |
$4.84M - $5.26M
|
264K
$26.7M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48.6K- 80.52% |
$5.2M - $5.65M
|
11.8K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.7K- 79.68% |
$6.06M - $6.59M
|
14.5K
$1.46M
|