Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03M+ 6.79% |
$112M - $119M
|
16.1M
$1.65B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
587K+ 11.75% |
$63.8M - $68.3M
|
5.58M
$569M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
337K+ 22.15% |
$36.7M - $39.3M
|
1.86M
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
316KNew |
$34.4M - $36.8M
|
316K
$32.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
290K+ 5.08% |
$31.5M - $33.7M
|
5.99M
$612M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
261K+ 17.34% |
$28.4M - $30.4M
|
1.77M
$180M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
251K+ 48.82% |
$27.3M - $29.2M
|
764K
$78M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
188KNew |
$20.5M - $21.9M
|
188K
$19.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
183K+ 6437.73% |
$19.9M - $21.3M
|
186K
$19M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
168K+ 90.78% |
$18.3M - $19.6M
|
353K
$36.1M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
168K+ 90.78% |
$18.3M - $19.6M
|
353K
$36.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
163K+ 48.85% |
$17.8M - $19M
|
497K
$50.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 13.09% |
$16.5M - $17.6M
|
1.31M
$134M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 35.78% |
$16.2M - $17.4M
|
566K
$57.8M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
133K+ 24.73% |
$14.5M - $15.5M
|
670K
$68.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$12.7M - $13.6M
|
117K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
97.3KNew |
$10.6M - $11.3M
|
97.3K
$9.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82.8K+ 14.82% |
$9.01M - $9.64M
|
642K
$65.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
80.4K+ 25.2% |
$8.75M - $9.36M
|
399K
$40.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.1K+ 41.61% |
$8.72M - $9.32M
|
273K
$27.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
80K+ 1.11% |
$8.71M - $9.32M
|
7.31M
$746M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
79.5K+ 26936.27% |
$8.65M - $9.25M
|
79.8K
$8.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
75KNew |
$8.16M - $8.73M
|
75K
$7.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.6KNew |
$7.46M - $7.98M
|
68.6K
$7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.6K+ 227.71% |
$7.02M - $7.51M
|
92.9K
$9.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
60.1K+ 100.0% |
$6.54M - $7M
|
120K
$12.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.8K+ 31.76% |
$5.96M - $6.37M
|
227K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.3K+ 20.2% |
$5.8M - $6.2M
|
317K
$32.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.7K+ 7.6% |
$5.74M - $6.14M
|
747K
$76.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52KNew |
$5.65M - $6.05M
|
52K
$5.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45.7KNew |
$4.98M - $5.32M
|
45.7K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 387.76% |
$4.88M - $5.22M
|
56.4K
$5.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44K+ 18.1% |
$4.79M - $5.12M
|
287K
$29.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
42KNew |
$4.57M - $4.89M
|
42K
$4.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39.5KNew |
$4.3M - $4.6M
|
39.5K
$4.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
39.3K+ 170.2% |
$4.28M - $4.57M
|
62.4K
$6.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
38.5KNew |
$4.19M - $4.48M
|
38.5K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 363.79% |
$4.09M - $4.37M
|
47.9K
$4.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.4K+ 86.96% |
$3.97M - $4.24M
|
78.4K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.9K+ 168.46% |
$3.91M - $4.18M
|
57.3K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.3K+ 49.72% |
$3.74M - $4M
|
103K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
32.1KNew |
$3.49M - $3.73M
|
32.1K
$3.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
29.9KNew |
$3.25M - $3.48M
|
29.9K
$3.05M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27.7K+ 437.04% |
$3.01M - $3.22M
|
34K
$3.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
25KNew |
$2.73M - $2.92M
|
25K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.1K+ 72.11% |
$2.63M - $2.81M
|
57.6K
$5.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.7K+ 7.58% |
$2.37M - $2.53M
|
309K
$31.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.3K+ 31.8% |
$2.32M - $2.48M
|
88.4K
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.3K+ 46.16% |
$2.1M - $2.25M
|
61.1K
$6.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.8KNew |
$1.94M - $2.07M
|
17.8K
$1.82M
|