Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
356+ 2.21% |
$40.8K - $47.9K
|
16.5K
$1.68M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
355+ 10.57% |
$40.7K - $47.8K
|
3.71K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
345+ 7.91% |
$39.6K - $46.4K
|
4.71K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
318+ 3.8% |
$36.5K - $42.8K
|
8.68K
$886K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
309+ 4.62% |
$35.4K - $41.6K
|
7K
$714K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
283+ 2.51% |
$32.4K - $38.1K
|
11.5K
$1.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
278+ 8.74% |
$31.9K - $37.4K
|
3.46K
$353K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
277+ 2.89% |
$31.8K - $37.3K
|
9.87K
$1.01M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
274+ 19.11% |
$31.4K - $36.9K
|
1.71K
$174K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
234+ 8.29% |
$26.8K - $31.5K
|
3.06K
$312K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
222+ 50.23% |
$25.5K - $29.9K
|
664
$67.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
216+ 2.88% |
$24.8K - $29.1K
|
7.71K
$787K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
199+ 5.6% |
$22.8K - $26.8K
|
3.75K
$383K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
172+ 11.18% |
$19.7K - $23.1K
|
1.71K
$175K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
150+ 9.41% |
$17.2K - $20.2K
|
1.74K
$178K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
132+ 7.88% |
$15.1K - $17.8K
|
1.81K
$184K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
73New |
$8.37K - $9.82K
|
73
$7.45K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56+ 40.88% |
$6.42K - $7.53K
|
193
$19.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
51New |
$5.85K - $6.86K
|
51
$5.21K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
46+ 0.1% |
$5.27K - $6.19K
|
45.6K
$4.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
45New |
$5.16K - $6.05K
|
45
$4.59K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
44+ 4.93% |
$5.04K - $5.92K
|
937
$95.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
44+ 14.1% |
$5.04K - $5.92K
|
356
$36.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
42+ 30.0% |
$4.81K - $5.65K
|
182
$18.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
36New |
$4.13K - $4.84K
|
36
$3.67K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30+ 0.88% |
$3.44K - $4.04K
|
3.46K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
30New |
$3.44K - $4.04K
|
30
$3.06K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.21K - $3.77K
|
28
$2.86K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
19New |
$2.18K - $2.56K
|
19
$1.94K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
15+ 0.11% |
$1.72K - $2.02K
|
13.8K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15New |
$1.72K - $2.02K
|
15
$1.53K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14New |
$1.6K - $1.88K
|
14
$1.43K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
14New |
$1.6K - $1.88K
|
14
$1.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
12+ 2.38% |
$1.38K - $1.61K
|
516
$52.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 5.88% |
$1.15K - $1.35K
|
180
$18.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 40.0% |
$1.15K - $1.35K
|
35
$3.57K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
7+ 1.79% |
$802 - $942
|
397
$40.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 46.15% |
$688 - $807
|
19
$1.94K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$573 - $673
|
5
$510
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4New |
$459 - $538
|
4
$408
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 1.02% |
$344 - $404
|
296
$30.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$115 - $135
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-5Closed |
$573 - $673
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 3.91% |
$573 - $673
|
123
$12.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7- 63.64% |
$802 - $942
|
4
$408
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-7- 0.62% |
$802 - $942
|
1.12K
$114K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-9- 0.31% |
$1.03K - $1.21K
|
2.86K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9Closed |
$1.03K - $1.21K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10Closed |
$1.15K - $1.35K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-20Closed |
$2.29K - $2.69K
|
0
$0
|