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 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$2.5K - $2.68K
|
23
$2.35K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
23+ 2.01% |
$2.5K - $2.68K
|
1.17K
$119K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22New |
$2.39K - $2.56K
|
22
$2.25K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 11.48% |
$2.29K - $2.44K
|
204
$20.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19+ 0.71% |
$2.07K - $2.21K
|
2.68K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
17New |
$1.85K - $1.98K
|
17
$1.74K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.95% |
$1.85K - $1.98K
|
1.81K
$185K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
13New |
$1.41K - $1.51K
|
13
$1.33K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10+ 0.12% |
$1.09K - $1.16K
|
8.25K
$842K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
9New |
$979 - $1.05K
|
9
$919
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
8+ 2.95% |
$870 - $931
|
279
$28.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 0.98% |
$762 - $815
|
718
$73.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$653 - $698
|
6
$612
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$544 - $582
|
5
$510
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 5.06% |
$435 - $466
|
83
$8.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.88% |
$218 - $233
|
229
$23.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$109 - $116
|
1
$102
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 12.12% |
$435 - $466
|
29
$2.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 2.8% |
$653 - $698
|
208
$21.2K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$762 - $815
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8Closed |
$870 - $931
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.12% |
$979 - $1.05K
|
7.61K
$777K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-10- 0.01% |
$1.09K - $1.16K
|
67.4K
$6.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11- 0.03% |
$1.2K - $1.28K
|
40.4K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 21.74% |
$1.63K - $1.75K
|
54
$5.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-18- 4.31% |
$1.96K - $2.1K
|
400
$40.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-19- 0.76% |
$2.07K - $2.21K
|
2.48K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-28- 0.14% |
$3.05K - $3.26K
|
19.3K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-38- 0.07% |
$4.13K - $4.42K
|
51.2K
$5.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44- 0.13% |
$4.79K - $5.12K
|
33.3K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-45- 0.95% |
$4.9K - $5.24K
|
4.71K
$480K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-57- 2.86% |
$6.2K - $6.63K
|
1.93K
$197K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-60- 2.45% |
$6.53K - $6.98K
|
2.38K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-63- 74.12% |
$6.86K - $7.33K
|
22
$2.25K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-70- 5.96% |
$7.62K - $8.15K
|
1.1K
$113K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-86- 1.21% |
$9.36K - $10K
|
7.01K
$716K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-92- 3.24% |
$10K - $10.7K
|
2.75K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-92- 6.3% |
$10K - $10.7K
|
1.37K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-112- 2.41% |
$12.2K - $13K
|
4.54K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-126- 4.73% |
$13.7K - $14.7K
|
2.54K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-130- 2.35% |
$14.1K - $15.1K
|
5.41K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-138- 1.01% |
$15K - $16.1K
|
13.5K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-151- 1.57% |
$16.4K - $17.6K
|
9.48K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-151- 1.74% |
$16.4K - $17.6K
|
8.51K
$869K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-153Closed |
$16.6K - $17.8K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-198- 5.74% |
$21.5K - $23K
|
3.25K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-211- 2.66% |
$23K - $24.6K
|
7.72K
$788K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 1.04% |
$25K - $26.8K
|
22K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-237- 1.15% |
$25.8K - $27.6K
|
20.3K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-254- 0.26% |
$27.6K - $29.6K
|
96.8K
$9.88M
|