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 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-259- 6.35% |
$28.2K - $30.1K
|
3.82K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-279- 1.82% |
$30.4K - $32.5K
|
15.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-290- 40.22% |
$31.6K - $33.8K
|
431
$43.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-301- 16.05% |
$32.8K - $35K
|
1.57K
$159K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-313- 0.05% |
$34.1K - $36.4K
|
580K
$58.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-346- 22.48% |
$37.6K - $40.3K
|
1.19K
$121K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-347- 1.22% |
$37.8K - $40.4K
|
28K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-363- 1.82% |
$39.5K - $42.3K
|
19.5K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-383- 16.99% |
$41.7K - $44.6K
|
1.87K
$189K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-399- 4.21% |
$43.4K - $46.4K
|
9.07K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-402- 5.44% |
$43.7K - $46.8K
|
6.99K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-406- 6.56% |
$44.2K - $47.3K
|
5.78K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-419- 5.79% |
$45.6K - $48.8K
|
6.81K
$689K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-470- 36.18% |
$51.1K - $54.7K
|
829
$83.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-522- 2.31% |
$56.8K - $60.8K
|
22K
$2.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-574- 4.2% |
$62.5K - $66.8K
|
13.1K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-676- 2.48% |
$73.6K - $78.7K
|
26.6K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-785- 8.83% |
$85.4K - $91.4K
|
8.11K
$820K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-816- 5.15% |
$88.8K - $95K
|
15K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-847- 6.54% |
$92.2K - $98.6K
|
12.1K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-850- 3.57% |
$92.5K - $98.9K
|
22.9K
$2.32M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-903- 4.71% |
$98.3K - $105K
|
18.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-996- 30.31% |
$108K - $116K
|
2.29K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-999- 8.98% |
$109K - $116K
|
10.1K
$1.02M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.03K- 33.1% |
$112K - $120K
|
2.09K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.05K- 10.17% |
$114K - $122K
|
9.24K
$935K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.14K- 14.8% |
$124K - $133K
|
6.56K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.4K- 7.0% |
$152K - $163K
|
18.6K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.41K- 43.43% |
$153K - $164K
|
1.83K
$185K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.59K- 18.58% |
$173K - $186K
|
6.99K
$707K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 31.86% |
$180K - $192K
|
3.53K
$357K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 5.69% |
$183K - $196K
|
27.9K
$2.83M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.72K- 29.34% |
$187K - $200K
|
4.14K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 12.14% |
$208K - $222K
|
13.8K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.03K- 3.84% |
$221K - $236K
|
50.8K
$5.14M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.16K- 27.98% |
$235K - $251K
|
5.56K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.22K- 51.21% |
$242K - $259K
|
2.12K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 35.81% |
$262K - $281K
|
4.32K
$437K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.61K- 22.55% |
$284K - $304K
|
8.96K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 11.33% |
$285K - $305K
|
20.5K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.88K- 41.04% |
$313K - $335K
|
4.14K
$418K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 7.88% |
$315K - $337K
|
33.9K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.48K- 2.77% |
$378K - $405K
|
122K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 48.51% |
$422K - $451K
|
4.11K
$416K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.21K- 11.69% |
$458K - $490K
|
31.8K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.22K- 43.16% |
$459K - $491K
|
5.55K
$562K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 55.11% |
$462K - $495K
|
3.46K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.54K- 35.77% |
$494K - $528K
|
8.14K
$824K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.57K- 4.59% |
$498K - $532K
|
95.1K
$9.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.63K- 39.02% |
$504K - $539K
|
7.24K
$733K
|