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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.68K+ 6.9% |
$509K - $544K
|
72.4K
$7.33M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.6KNew |
$501K - $536K
|
4.6K
$466K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.47KNew |
$486K - $520K
|
4.47K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.28K+ 1347.17% |
$466K - $499K
|
4.6K
$466K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.03K+ 23.65% |
$439K - $469K
|
21.1K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.96K+ 13.91% |
$431K - $461K
|
32.4K
$3.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.87K+ 5.82% |
$421K - $450K
|
70.3K
$7.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.82KNew |
$415K - $444K
|
3.82K
$386K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.71KNew |
$403K - $431K
|
3.71K
$375K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
3.6K+ 22.8% |
$392K - $419K
|
19.4K
$1.96M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.56K+ 174.79% |
$387K - $414K
|
5.59K
$566K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$373K - $399K
|
3.43K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.39K+ 9.73% |
$369K - $394K
|
38.2K
$3.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
3.34K+ 3.25% |
$363K - $388K
|
106K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.33KNew |
$362K - $388K
|
3.33K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 6.37% |
$350K - $374K
|
53.7K
$5.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.09K+ 16.69% |
$336K - $360K
|
21.6K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.99K+ 27.14% |
$325K - $348K
|
14K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
2.96K+ 30.07% |
$322K - $345K
|
12.8K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.87K+ 54.91% |
$312K - $334K
|
8.09K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.84K+ 22.95% |
$309K - $330K
|
15.2K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.8KNew |
$305K - $326K
|
2.8K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.8K+ 43.57% |
$304K - $326K
|
9.22K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.73K+ 13.28% |
$297K - $318K
|
23.3K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.68KNew |
$292K - $312K
|
2.68K
$272K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 8.23% |
$291K - $311K
|
35.1K
$3.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$288K - $308K
|
2.65K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.6K+ 13.2% |
$283K - $303K
|
22.3K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.56KNew |
$279K - $298K
|
2.56K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.55KNew |
$277K - $296K
|
2.55K
$257K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49K+ 16.22% |
$271K - $290K
|
17.9K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.33K+ 128.31% |
$253K - $271K
|
4.14K
$418K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.27KNew |
$247K - $264K
|
2.27K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.05K+ 67.3% |
$223K - $238K
|
5.09K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.01K+ 5.91% |
$219K - $234K
|
36K
$3.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 30.82% |
$218K - $234K
|
8.52K
$862K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2K+ 8.34% |
$218K - $233K
|
26K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.97K+ 10.69% |
$214K - $229K
|
20.4K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 22.67% |
$212K - $227K
|
10.6K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 23.35% |
$212K - $227K
|
10.3K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
1.91KNew |
$208K - $223K
|
1.91K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$205K - $219K
|
1.88K
$191K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$203K - $217K
|
1.86K
$189K
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.8K+ 1.23% |
$196K - $210K
|
148K
$15M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.77K+ 275.74% |
$193K - $206K
|
2.42K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.64K+ 30.73% |
$179K - $191K
|
6.99K
$707K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.48K+ 3.33% |
$161K - $172K
|
45.8K
$4.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.45KNew |
$158K - $169K
|
1.45K
$147K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 11.64% |
$156K - $167K
|
13.8K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.4K+ 22.35% |
$153K - $163K
|
7.68K
$777K
|