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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11K+ 78.03% |
$1.09M - $1.16M
|
25.1K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 12.88% |
$1.08M - $1.15M
|
95.5K
$9.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.8K+ 6.0% |
$967K - $1.03M
|
173K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.66K+ 30.58% |
$953K - $1.02M
|
41.3K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.5K+ 6.17% |
$938K - $999K
|
163K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.13K+ 17.1% |
$901K - $960K
|
62.6K
$6.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.07K+ 311.12% |
$894K - $953K
|
12K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.73K+ 48.8% |
$861K - $918K
|
26.6K
$2.69M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.68KNew |
$857K - $913K
|
8.68K
$878K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.55K+ 47.99% |
$844K - $899K
|
26.4K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.49K+ 1.98% |
$838K - $893K
|
437K
$44.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
8.4K+ 9.11% |
$828K - $883K
|
101K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.3KNew |
$819K - $872K
|
8.3K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.25K+ 6.15% |
$814K - $867K
|
142K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.57KNew |
$747K - $796K
|
7.57K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.88KNew |
$678K - $723K
|
6.88K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.74K+ 10.91% |
$665K - $708K
|
68.5K
$6.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.63K+ 13.44% |
$654K - $697K
|
56K
$5.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.62KNew |
$653K - $695K
|
6.62K
$669K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.43K+ 15.58% |
$634K - $676K
|
47.7K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.4K+ 2.37% |
$632K - $673K
|
276K
$27.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.36K+ 238.11% |
$627K - $668K
|
9.03K
$914K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.29K+ 11.62% |
$620K - $661K
|
60.4K
$6.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.28KNew |
$620K - $660K
|
6.28K
$635K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.24KNew |
$616K - $656K
|
6.24K
$632K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.18K+ 73.35% |
$610K - $650K
|
14.6K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.1KNew |
$602K - $641K
|
6.1K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
6.09K+ 17.71% |
$601K - $640K
|
40.5K
$4.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6KNew |
$592K - $631K
|
6K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.96KNew |
$588K - $626K
|
5.96K
$602K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
5.88KNew |
$580K - $618K
|
5.88K
$595K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.64K+ 91.52% |
$557K - $593K
|
11.8K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.57KNew |
$550K - $585K
|
5.57K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.34KNew |
$527K - $561K
|
5.34K
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.08KNew |
$501K - $534K
|
5.08K
$514K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.04KNew |
$497K - $530K
|
5.04K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.03K+ 8.8% |
$496K - $528K
|
62.2K
$6.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.93K+ 3265.56% |
$486K - $518K
|
5.08K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$483K - $515K
|
4.9K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
4.88K+ 2.12% |
$481K - $513K
|
235K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.87KNew |
$481K - $512K
|
4.87K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 151.0% |
$476K - $507K
|
8.01K
$810K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.73K+ 12.99% |
$466K - $497K
|
41.1K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.67K+ 7.13% |
$461K - $491K
|
70.2K
$7.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.57K+ 75.99% |
$450K - $480K
|
10.6K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.47K+ 2.85% |
$441K - $469K
|
161K
$16.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.3KNew |
$424K - $451K
|
4.3K
$434K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 31.8% |
$412K - $439K
|
17.3K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.16K+ 106.12% |
$411K - $438K
|
8.09K
$818K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.16K+ 29.09% |
$410K - $437K
|
18.4K
$1.87M
|