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 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$19.7K - $21K
|
200
$20.2K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
193New |
$19K - $20.3K
|
193
$19.5K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
185+ 26.2% |
$18.3K - $19.4K
|
891
$90.1K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
176+ 22.77% |
$17.4K - $18.5K
|
949
$96K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
175+ 4.81% |
$17.3K - $18.4K
|
3.81K
$385K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
173+ 2.42% |
$17.1K - $18.2K
|
7.31K
$740K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
162New |
$16K - $17K
|
162
$16.4K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
138+ 3.5% |
$13.6K - $14.5K
|
4.08K
$413K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
135New |
$13.3K - $14.2K
|
135
$13.7K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
132+ 1.99% |
$13K - $13.9K
|
6.78K
$686K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
131+ 5.91% |
$12.9K - $13.8K
|
2.35K
$237K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 3.45% |
$12.1K - $12.9K
|
3.69K
$373K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
114New |
$11.2K - $12K
|
114
$11.5K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 0.54% |
$11.1K - $11.9K
|
21K
$2.13M
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
112+ 0.79% |
$11K - $11.8K
|
14.3K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107New |
$10.6K - $11.2K
|
107
$10.8K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
104New |
$10.3K - $10.9K
|
104
$10.5K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
100+ 0.79% |
$9.87K - $10.5K
|
12.7K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$9.37K - $9.99K
|
95
$9.61K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
92+ 27.63% |
$9.08K - $9.67K
|
425
$43K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
81New |
$7.99K - $8.51K
|
81
$8.19K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
74+ 1.53% |
$7.3K - $7.78K
|
4.9K
$495K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52New |
$5.13K - $5.47K
|
52
$5.26K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$4.83K - $5.15K
|
49
$4.96K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
46New |
$4.54K - $4.84K
|
46
$4.65K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
40+ 2.05% |
$3.95K - $4.2K
|
1.99K
$201K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$3.95K - $4.2K
|
40
$4.05K
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.49% |
$3.85K - $4.1K
|
8K
$810K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
38New |
$3.75K - $3.99K
|
38
$3.84K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 10.77% |
$3.45K - $3.68K
|
360
$36.4K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 1.48% |
$2.86K - $3.05K
|
1.99K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$2.57K - $2.73K
|
26
$2.63K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
25New |
$2.47K - $2.63K
|
25
$2.53K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.87K - $2K
|
19
$1.92K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12+ 25.0% |
$1.18K - $1.26K
|
60
$6.07K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 17.19% |
$1.09K - $1.16K
|
75
$7.59K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.9% |
$987 - $1.05K
|
535
$54.1K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$987 - $1.05K
|
10
$1.01K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 18.37% |
$888 - $946
|
58
$5.87K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$592 - $631
|
6
$607
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2New |
$197 - $210
|
2
$202
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.37% |
$197 - $210
|
148
$15K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.43% |
$98.7 - $105
|
232
$23.5K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$98.7 - $105
|
5.26K
$532K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 2.33% |
$197 - $210
|
84
$8.5K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 3.51% |
$395 - $420
|
110
$11.1K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-18- 48.65% |
$1.78K - $1.89K
|
19
$1.92K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-27- 0.53% |
$2.66K - $2.84K
|
5.09K
$515K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 20.25% |
$3.26K - $3.47K
|
130
$13.2K
|