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 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.4K+ 42.57% |
$152K - $163K
|
4.69K
$475K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.37K+ 14.32% |
$149K - $159K
|
10.9K
$1.1M
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.33K+ 2.99% |
$144K - $155K
|
45.7K
$4.63M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.32K+ 5.12% |
$144K - $154K
|
27.1K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.25K+ 7.46% |
$136K - $146K
|
18K
$1.83M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.15K+ 5.18% |
$125K - $133K
|
23.2K
$2.35M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.14K+ 11.57% |
$124K - $133K
|
11K
$1.11M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.11K+ 19.51% |
$120K - $129K
|
6.77K
$685K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 0.38% |
$114K - $122K
|
279K
$28.2M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.02K+ 24.07% |
$111K - $119K
|
5.26K
$532K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
996New |
$108K - $116K
|
996
$101K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
970+ 11.15% |
$106K - $113K
|
9.67K
$978K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
900+ 28.48% |
$97.9K - $105K
|
4.06K
$411K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
891+ 8.66% |
$96.9K - $104K
|
11.2K
$1.13M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
851+ 23.86% |
$92.6K - $99.1K
|
4.42K
$447K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
848+ 71.68% |
$92.3K - $98.7K
|
2.03K
$205K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
844+ 24.82% |
$91.8K - $98.2K
|
4.24K
$429K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
758+ 5.91% |
$82.5K - $88.2K
|
13.6K
$1.37M
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
742+ 4.61% |
$80.7K - $86.4K
|
16.9K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
737+ 2.18% |
$80.2K - $85.8K
|
34.5K
$3.49M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
703+ 41.82% |
$76.5K - $81.8K
|
2.38K
$241K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
689+ 1.52% |
$75K - $80.2K
|
46K
$4.66M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
689New |
$75K - $80.2K
|
689
$69.7K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
681New |
$74.1K - $79.3K
|
681
$68.9K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
674+ 22.63% |
$73.3K - $78.5K
|
3.65K
$369K
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
668+ 23.91% |
$72.7K - $77.8K
|
3.46K
$350K
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
661+ 22.41% |
$71.9K - $76.9K
|
3.61K
$365K
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
636+ 0.29% |
$69.2K - $74K
|
220K
$22.3M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
589+ 2.04% |
$64.1K - $68.6K
|
29.4K
$2.98M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
589+ 2.48% |
$64.1K - $68.6K
|
24.4K
$2.47M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
586+ 3.27% |
$63.8K - $68.2K
|
18.5K
$1.87M
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
576+ 22.39% |
$62.7K - $67K
|
3.15K
$319K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
572+ 4.22% |
$62.2K - $66.6K
|
14.1K
$1.43M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
563+ 4.82% |
$61.3K - $65.5K
|
12.2K
$1.24M
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
541+ 3.71% |
$58.9K - $63K
|
15.1K
$1.53M
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
519+ 17.17% |
$56.5K - $60.4K
|
3.54K
$358K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
510New |
$55.5K - $59.4K
|
510
$51.6K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
467+ 6.03% |
$50.8K - $54.4K
|
8.21K
$830K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
452+ 3.46% |
$49.2K - $52.6K
|
13.5K
$1.37M
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
444+ 6.0% |
$48.3K - $51.7K
|
7.85K
$794K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
442+ 884.0% |
$48.1K - $51.4K
|
492
$49.8K
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
419+ 11.2% |
$45.6K - $48.8K
|
4.16K
$421K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
396+ 13.62% |
$43.1K - $46.1K
|
3.3K
$334K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
392+ 9.39% |
$42.7K - $45.6K
|
4.57K
$462K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
370+ 0.71% |
$40.3K - $43.1K
|
52.1K
$5.27M
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
363+ 3.71% |
$39.5K - $42.3K
|
10.2K
$1.03M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
362+ 3.08% |
$39.4K - $42.1K
|
12.1K
$1.23M
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
350+ 11.53% |
$38.1K - $40.7K
|
3.39K
$342K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
344+ 1.88% |
$37.4K - $40K
|
18.7K
$1.89M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
339+ 2.16% |
$36.9K - $39.5K
|
16K
$1.62M
|