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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17.4K+ 42.16% |
$1.89M - $2.02M
|
58.5K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.2KNew |
$1.77M - $1.89M
|
16.2K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16KNew |
$1.74M - $1.86M
|
16K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.73M - $1.85M
|
15.9K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.6K+ 2.38% |
$1.69M - $1.81M
|
670K
$67.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
14.9KNew |
$1.62M - $1.73M
|
14.9K
$1.51M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.1K+ 20.47% |
$1.53M - $1.64M
|
82.8K
$8.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
14K+ 1318.4% |
$1.53M - $1.63M
|
15.1K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.8K+ 132.4% |
$1.5M - $1.6M
|
24.1K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6KNew |
$1.37M - $1.47M
|
12.6K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.3KNew |
$1.34M - $1.43M
|
12.3K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$1.32M - $1.41M
|
12.1K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7K+ 8.66% |
$1.16M - $1.25M
|
134K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 40.49% |
$1.12M - $1.19M
|
35.6K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.2K+ 29.87% |
$1.11M - $1.19M
|
44.4K
$4.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
10.1K+ 194.75% |
$1.1M - $1.18M
|
15.3K
$1.55M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.39K+ 5.77% |
$1.02M - $1.09M
|
172K
$17.4M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.31K+ 10.25% |
$1.01M - $1.08M
|
100K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.91K+ 170.34% |
$970K - $1.04M
|
14.1K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.82K+ 31.55% |
$959K - $1.03M
|
36.8K
$3.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.58K+ 9.71% |
$934K - $999K
|
97K
$9.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.33K+ 11.6% |
$907K - $970K
|
80.2K
$8.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.31KNew |
$904K - $967K
|
8.31K
$841K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.19K+ 43.93% |
$891K - $953K
|
26.8K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.45K+ 13.44% |
$810K - $867K
|
62.8K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.36K+ 0.99% |
$800K - $856K
|
747K
$75.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.26K+ 10.26% |
$790K - $845K
|
78K
$7.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15K+ 1.59% |
$778K - $832K
|
456K
$46.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.06K+ 48.81% |
$768K - $821K
|
21.5K
$2.18M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.06K+ 48.81% |
$768K - $821K
|
21.5K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.98KNew |
$760K - $813K
|
6.98K
$706K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.72K+ 4.08% |
$732K - $783K
|
172K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.56K+ 208.46% |
$714K - $763K
|
9.7K
$982K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
6.55K+ 364.09% |
$713K - $762K
|
8.35K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.54K+ 74.57% |
$711K - $761K
|
15.3K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.39K+ 0.6% |
$696K - $744K
|
1.07M
$108M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.36K+ 18.6% |
$691K - $740K
|
40.5K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
6.35K+ 101.96% |
$690K - $739K
|
12.6K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
5.88KNew |
$640K - $684K
|
5.88K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$634K - $678K
|
5.83K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.53K+ 66.69% |
$602K - $644K
|
13.8K
$1.4M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.24K+ 48.88% |
$570K - $610K
|
16K
$1.61M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.24K+ 48.88% |
$570K - $610K
|
16K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
5.05K+ 35.58% |
$549K - $587K
|
19.2K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 36.22% |
$545K - $583K
|
18.8K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.99K+ 22677.27% |
$543K - $581K
|
5.01K
$507K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.98K+ 107.72% |
$542K - $580K
|
9.61K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.85K+ 34.1% |
$527K - $564K
|
19.1K
$1.93M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.84K+ 30.22% |
$526K - $563K
|
20.8K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 146.27% |
$520K - $557K
|
8.05K
$815K
|