Purchases and Sales Made in Q1 2024 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 2024. 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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.11M+ 171.29% |
$114M - $120M
|
1.76M
$180M
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.03MNew |
$105M - $111M
|
1.03M
$105M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
688K+ 928.97% |
$70.5M - $74.4M
|
762K
$77.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
426K+ 41.14% |
$43.7M - $46.1M
|
1.46M
$149M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
396K+ 34.73% |
$40.6M - $42.8M
|
1.54M
$157M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
362K+ 130.04% |
$37.1M - $39.2M
|
640K
$65.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329K+ 232.69% |
$33.8M - $35.6M
|
471K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298K+ 2.86% |
$30.6M - $32.3M
|
10.7M
$1.09B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 5.4% |
$26.1M - $27.5M
|
4.96M
$506M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
250KNew |
$25.6M - $27M
|
250K
$25.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 13.48% |
$23.5M - $24.8M
|
1.93M
$197M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 13.48% |
$23.5M - $24.8M
|
1.93M
$197M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
181KNew |
$18.5M - $19.6M
|
181K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
162K+ 20.23% |
$16.6M - $17.5M
|
962K
$98.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 8.55% |
$15.6M - $16.4M
|
1.93M
$197M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
144K+ 25.35% |
$14.8M - $15.6M
|
712K
$72.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
142K+ 2.04% |
$14.6M - $15.4M
|
7.1M
$725M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 16452.03% |
$14.5M - $15.3M
|
143K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 128.92% |
$13.6M - $14.3M
|
235K
$24M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
128K+ 228.47% |
$13.1M - $13.8M
|
183K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 3.31% |
$12.5M - $13.1M
|
3.79M
$387M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
115K+ 114.55% |
$11.8M - $12.4M
|
215K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
109K+ 3.31% |
$11.2M - $11.8M
|
3.41M
$348M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 24.21% |
$10.4M - $11M
|
521K
$53.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97.1KNew |
$9.95M - $10.5M
|
97.1K
$9.91M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
94.9KNew |
$9.73M - $10.3M
|
94.9K
$9.68M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
92.3K+ 99.9% |
$9.46M - $9.98M
|
185K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.9K+ 38.94% |
$9.32M - $9.83M
|
324K
$33.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
90.8K+ 143.94% |
$9.31M - $9.82M
|
154K
$15.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
79.3KNew |
$8.13M - $8.58M
|
79.3K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
76.5KNew |
$7.85M - $8.28M
|
76.5K
$7.81M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
69.5K+ 6.53% |
$7.13M - $7.52M
|
1.13M
$116M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
67.3K+ 6.77% |
$6.9M - $7.28M
|
1.06M
$108M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.9K+ 54.21% |
$6.86M - $7.23M
|
190K
$19.4M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
59.7K+ 7.94% |
$6.12M - $6.46M
|
812K
$82.8M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59K+ 18.29% |
$6.05M - $6.38M
|
381K
$38.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.7K+ 11.76% |
$6.02M - $6.35M
|
557K
$56.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
54.1KNew |
$5.54M - $5.85M
|
54.1K
$5.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.5K+ 22.87% |
$4.66M - $4.92M
|
244K
$24.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
45.2K+ 11.21% |
$4.63M - $4.89M
|
448K
$45.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
45.1K+ 7.39% |
$4.63M - $4.88M
|
656K
$66.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
44.3KNew |
$4.55M - $4.79M
|
44.3K
$4.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
43.5K+ 77.42% |
$4.46M - $4.7M
|
99.7K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
42.4K+ 13.55% |
$4.34M - $4.58M
|
355K
$36.2M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
40KNew |
$4.1M - $4.33M
|
40K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.9K+ 16.04% |
$4.09M - $4.32M
|
289K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
39.9K+ 74.23% |
$4.09M - $4.31M
|
93.6K
$9.55M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39.7K+ 7.99% |
$4.07M - $4.29M
|
536K
$54.7M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
38.8KNew |
$3.98M - $4.2M
|
38.8K
$3.96M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
38.5K+ 32.5% |
$3.95M - $4.16M
|
157K
$16M
|