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 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.29K+ 20.64% |
$127K - $135K
|
7.51K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.28K+ 15.77% |
$126K - $135K
|
9.4K
$951K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.22K+ 4.61% |
$120K - $128K
|
27.5K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.2K+ 16.35% |
$118K - $126K
|
8.51K
$861K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.17K+ 4.19% |
$115K - $123K
|
29.1K
$2.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.13K+ 11.05% |
$111K - $118K
|
11.3K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.12KNew |
$110K - $118K
|
1.12K
$113K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.1KNew |
$108K - $116K
|
1.1K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
990+ 16.36% |
$97.7K - $104K
|
7.04K
$712K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
972+ 7.77% |
$95.9K - $102K
|
13.5K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
917+ 3.38% |
$90.5K - $96.4K
|
28K
$2.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
911+ 8.61% |
$89.9K - $95.8K
|
11.5K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
908+ 47.27% |
$89.6K - $95.4K
|
2.83K
$286K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
904+ 7.52% |
$89.2K - $95K
|
12.9K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
851+ 1.4% |
$84K - $89.4K
|
61.7K
$6.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
849+ 17.49% |
$83.8K - $89.2K
|
5.7K
$577K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
845+ 7.61% |
$83.4K - $88.8K
|
12K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
803+ 11.84% |
$79.2K - $84.4K
|
7.58K
$767K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
758+ 102.29% |
$74.8K - $79.7K
|
1.5K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
731+ 5.19% |
$72.1K - $76.8K
|
14.8K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
720+ 8.99% |
$71K - $75.7K
|
8.73K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
623New |
$61.5K - $65.5K
|
623
$63K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
614+ 6.32% |
$60.6K - $64.5K
|
10.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
600+ 5.09% |
$59.2K - $63.1K
|
12.4K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
592+ 12.64% |
$58.4K - $62.2K
|
5.28K
$534K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
586+ 0.29% |
$57.8K - $61.6K
|
206K
$20.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
585+ 13.8% |
$57.7K - $61.5K
|
4.82K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
560+ 3.54% |
$55.2K - $58.9K
|
16.4K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
522+ 27.29% |
$51.5K - $54.9K
|
2.44K
$246K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
503+ 0.83% |
$49.6K - $52.9K
|
60.9K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
480+ 4.58% |
$47.4K - $50.5K
|
11K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
473New |
$46.7K - $49.7K
|
473
$47.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
451New |
$44.5K - $47.4K
|
451
$45.6K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
450New |
$44.4K - $47.3K
|
450
$45.5K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
443+ 19.53% |
$43.7K - $46.6K
|
2.71K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
439+ 3.32% |
$43.3K - $46.1K
|
13.6K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
425+ 1.6% |
$41.9K - $44.7K
|
27K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
417New |
$41.1K - $43.8K
|
417
$42.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
387+ 15.59% |
$38.2K - $40.7K
|
2.87K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
377New |
$37.2K - $39.6K
|
377
$38.1K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
375+ 3.91% |
$37K - $39.4K
|
9.97K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
354+ 16.81% |
$34.9K - $37.2K
|
2.46K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
321+ 8.34% |
$31.7K - $33.7K
|
4.17K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
304+ 7.93% |
$30K - $32K
|
4.14K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298+ 9.63% |
$29.4K - $31.3K
|
3.39K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
262+ 5.66% |
$25.8K - $27.5K
|
4.89K
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
258+ 2.32% |
$25.5K - $27.1K
|
11.4K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
244+ 10.85% |
$24.1K - $25.6K
|
2.49K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
213New |
$21K - $22.4K
|
213
$21.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
200New |
$19.7K - $21K
|
200
$20.2K
|