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 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
4.16KNew |
$410K - $437K
|
4.16K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.09K+ 22.52% |
$403K - $430K
|
22.3K
$2.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.92K+ 2.45% |
$387K - $412K
|
164K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.91K+ 13.88% |
$385K - $411K
|
32K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.87K+ 59.72% |
$382K - $407K
|
10.4K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.82K+ 3.37% |
$377K - $401K
|
117K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.62K+ 9.33% |
$357K - $381K
|
42.4K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.6KNew |
$355K - $378K
|
3.6K
$364K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.57K+ 33.37% |
$352K - $375K
|
14.3K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.14KNew |
$310K - $330K
|
3.14K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 36.2% |
$309K - $329K
|
11.8K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.09K+ 77.9% |
$304K - $324K
|
7.05K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.04K+ 31.32% |
$300K - $319K
|
12.7K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02KNew |
$298K - $317K
|
3.02K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$294K - $313K
|
2.98K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.91K+ 6.26% |
$287K - $306K
|
49.4K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$286K - $305K
|
2.9K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.87KNew |
$283K - $302K
|
2.87K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.78K+ 13.21% |
$275K - $293K
|
23.8K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.71K+ 46.74% |
$267K - $284K
|
8.5K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.66K+ 7.01% |
$263K - $280K
|
40.7K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$257K - $274K
|
2.6K
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.48KNew |
$244K - $260K
|
2.48K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 1.45% |
$241K - $257K
|
171K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36KNew |
$233K - $248K
|
2.36K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.33KNew |
$230K - $245K
|
2.33K
$236K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
2.3K+ 109.52% |
$227K - $242K
|
4.4K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.1K+ 3.19% |
$207K - $221K
|
68.1K
$6.89M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1K+ 9.78% |
$207K - $221K
|
23.6K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.08K+ 11.42% |
$206K - $219K
|
20.3K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.01KNew |
$198K - $211K
|
2.01K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.96K+ 3.25% |
$193K - $206K
|
62.3K
$6.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.96K+ 26.35% |
$193K - $206K
|
9.38K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.94K+ 33.16% |
$191K - $204K
|
7.8K
$789K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 2.11% |
$188K - $200K
|
92.2K
$9.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.88KNew |
$185K - $197K
|
1.88K
$190K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.68K+ 21.28% |
$166K - $177K
|
9.6K
$971K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.64K+ 5.32% |
$162K - $173K
|
32.6K
$3.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 67.6% |
$160K - $171K
|
4.03K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.54K+ 3.47% |
$152K - $161K
|
45.9K
$4.64M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.41K+ 13.62% |
$139K - $148K
|
11.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 19.43% |
$136K - $145K
|
8.47K
$857K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 39.46% |
$135K - $144K
|
4.85K
$490K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.36K+ 27.31% |
$134K - $143K
|
6.35K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.36K+ 68.94% |
$134K - $143K
|
3.32K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 18.02% |
$132K - $140K
|
8.74K
$884K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 19.02% |
$131K - $139K
|
8.3K
$839K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.3K+ 2.65% |
$128K - $137K
|
50.2K
$5.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.3K+ 22.3% |
$128K - $137K
|
7.13K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 50.79% |
$127K - $135K
|
3.83K
$387K
|