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 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
328+ 0.83% |
$35.7K - $38.2K
|
39.9K
$4.03M
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
321+ 1.5% |
$34.9K - $37.4K
|
21.7K
$2.19M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
303+ 16.5% |
$33K - $35.3K
|
2.14K
$216K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
282+ 5.89% |
$30.7K - $32.8K
|
5.07K
$512K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
244+ 5.64% |
$26.5K - $28.4K
|
4.57K
$462K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
231+ 0.84% |
$25.1K - $26.9K
|
27.7K
$2.81M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
218+ 3.56% |
$23.7K - $25.4K
|
6.34K
$641K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
192+ 0.14% |
$20.9K - $22.3K
|
134K
$13.6M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
185New |
$20.1K - $21.5K
|
185
$18.7K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
178+ 1.47% |
$19.4K - $20.7K
|
12.3K
$1.24M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
177New |
$19.3K - $20.6K
|
177
$17.9K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
160+ 3.61% |
$17.4K - $18.6K
|
4.6K
$465K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$17.4K - $18.6K
|
160
$16.2K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
159+ 0.59% |
$17.3K - $18.5K
|
27.1K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
155+ 1.65% |
$16.9K - $18K
|
9.54K
$965K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
152+ 2.35% |
$16.5K - $17.7K
|
6.62K
$670K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
142+ 142.0% |
$15.5K - $16.5K
|
242
$24.5K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
135+ 2.28% |
$14.7K - $15.7K
|
6.05K
$612K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
134+ 0.79% |
$14.6K - $15.6K
|
17.1K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
132+ 4.91% |
$14.4K - $15.4K
|
2.82K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
131New |
$14.3K - $15.2K
|
131
$13.3K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
130+ 0.45% |
$14.1K - $15.1K
|
28.7K
$2.91M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
125+ 192.31% |
$13.6K - $14.6K
|
190
$19.2K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
122+ 27.42% |
$13.3K - $14.2K
|
567
$57.4K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
119+ 6.16% |
$12.9K - $13.9K
|
2.05K
$207K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 5.52% |
$12.7K - $13.6K
|
2.24K
$226K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
114+ 5.47% |
$12.4K - $13.3K
|
2.2K
$222K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
111+ 1.19% |
$12.1K - $12.9K
|
9.45K
$956K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
110New |
$12K - $12.8K
|
110
$11.1K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
109+ 2.56% |
$11.9K - $12.7K
|
4.37K
$442K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
101+ 3.71% |
$11K - $11.8K
|
2.83K
$286K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 12.34% |
$10.4K - $11.2K
|
874
$88.4K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
95New |
$10.3K - $11.1K
|
95
$9.61K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
84+ 4.14% |
$9.14K - $9.78K
|
2.11K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 1.43% |
$8.6K - $9.2K
|
5.62K
$568K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
74+ 3.26% |
$8.05K - $8.61K
|
2.35K
$237K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
66+ 4.3% |
$7.18K - $7.68K
|
1.6K
$162K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
64New |
$6.96K - $7.45K
|
64
$6.47K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
59+ 131.11% |
$6.42K - $6.87K
|
104
$10.5K
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
59+ 0.38% |
$6.42K - $6.87K
|
15.7K
$1.59M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58+ 2.39% |
$6.31K - $6.75K
|
2.48K
$251K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
58New |
$6.31K - $6.75K
|
58
$5.87K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$5.33K - $5.7K
|
49
$4.96K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
42+ 2.78% |
$4.57K - $4.89K
|
1.55K
$157K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
39+ 49.37% |
$4.24K - $4.54K
|
118
$11.9K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36+ 1.8% |
$3.92K - $4.19K
|
2.03K
$206K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$3.81K - $4.07K
|
35
$3.54K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
34+ 3.43% |
$3.7K - $3.96K
|
1.02K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 1.27% |
$3.59K - $3.84K
|
2.63K
$266K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 5.16% |
$2.83K - $3.03K
|
530
$53.6K
|