Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
311KNew |
$30.7M - $32.7M
|
311K
$31.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
294K+ 5323.04% |
$29M - $30.9M
|
299K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
237K+ 2.21% |
$23.4M - $24.9M
|
11M
$1.11B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 11.78% |
$17.9M - $19M
|
1.72M
$174M
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
134KNew |
$13.3M - $14.1M
|
134K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
134KNew |
$13.2M - $14.1M
|
134K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
112K+ 14.7% |
$11M - $11.8M
|
874K
$88.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
92.3KNew |
$9.11M - $9.7M
|
92.3K
$9.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
89.2KNew |
$8.8M - $9.37M
|
89.2K
$9.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
82.3KNew |
$8.12M - $8.65M
|
82.3K
$8.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
74.7K+ 683.8% |
$7.37M - $7.86M
|
85.7K
$8.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69.9K+ 77.68% |
$6.9M - $7.35M
|
160K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68K+ 2347.07% |
$6.71M - $7.15M
|
70.9K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
64.9KNew |
$6.4M - $6.82M
|
64.9K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
56.9K+ 5.91% |
$5.61M - $5.98M
|
1.02M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
51.4KNew |
$5.07M - $5.4M
|
51.4K
$5.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
50K+ 4.88% |
$4.94M - $5.26M
|
1.08M
$109M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
48.6KNew |
$4.79M - $5.11M
|
48.6K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
47.6KNew |
$4.69M - $5M
|
47.6K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.6KNew |
$4.59M - $4.89M
|
46.6K
$4.71M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
45.9K+ 2940.71% |
$4.53M - $4.82M
|
47.4K
$4.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
44.2K+ 1721.06% |
$4.36M - $4.65M
|
46.8K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
43.7K+ 411.5% |
$4.32M - $4.6M
|
54.4K
$5.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43K+ 22.68% |
$4.24M - $4.52M
|
233K
$23.5M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42K+ 20.42% |
$4.14M - $4.41M
|
247K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.2K+ 13.91% |
$3.96M - $4.22M
|
329K
$33.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39.7K+ 1258.24% |
$3.92M - $4.17M
|
42.9K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.5K+ 133.09% |
$3.9M - $4.15M
|
69.2K
$7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.7K+ 168.3% |
$3.53M - $3.76M
|
57K
$5.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34K+ 9.34% |
$3.36M - $3.58M
|
398K
$40.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
32.6K+ 22.84% |
$3.21M - $3.42M
|
175K
$17.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31.1K+ 4.74% |
$3.07M - $3.27M
|
687K
$69.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.7K+ 91.08% |
$3.03M - $3.23M
|
64.4K
$6.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29.5KNew |
$2.91M - $3.1M
|
29.5K
$2.98M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.2K+ 105.32% |
$2.79M - $2.97M
|
55.1K
$5.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.9K+ 8.6% |
$2.75M - $2.93M
|
352K
$35.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.2K+ 3.23% |
$2.58M - $2.75M
|
838K
$84.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.3KNew |
$2M - $2.13M
|
20.3K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.8KNew |
$1.86M - $1.98M
|
18.8K
$1.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18.7K+ 4.17% |
$1.84M - $1.96M
|
467K
$47.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.5KNew |
$1.83M - $1.94M
|
18.5K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
18.1K+ 19.07% |
$1.78M - $1.9M
|
113K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17.4K+ 862.39% |
$1.72M - $1.83M
|
19.4K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
16.6K+ 2.33% |
$1.63M - $1.74M
|
728K
$73.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
16.2K+ 21.46% |
$1.6M - $1.71M
|
91.9K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$1.4M - $1.5M
|
14.2K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
13KNew |
$1.28M - $1.36M
|
13K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
12KNew |
$1.18M - $1.26M
|
12K
$1.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 6.77% |
$1.17M - $1.24M
|
187K
$18.9M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.7K+ 2.18% |
$1.15M - $1.23M
|
548K
$55.4M
|