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
|
Gould Capital, LLC
|
SELL
|
- |
-35- 9.09% |
$3.45K - $3.68K
|
350
$35.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-36- 1.56% |
$3.55K - $3.78K
|
2.28K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-37- 6.78% |
$3.65K - $3.89K
|
509
$51.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-38- 1.32% |
$3.75K - $3.99K
|
2.84K
$287K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 40.0% |
$3.75K - $3.99K
|
57
$5.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-41- 0.64% |
$4.05K - $4.31K
|
6.32K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-44- 1.23% |
$4.34K - $4.62K
|
3.54K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-49- 2.27% |
$4.83K - $5.15K
|
2.11K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-57- 9.83% |
$5.62K - $5.99K
|
523
$52.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-70- 1.06% |
$6.91K - $7.36K
|
6.51K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-79- 7.92% |
$7.79K - $8.3K
|
919
$93K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.66% |
$8.29K - $8.83K
|
4.98K
$504K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-110- 1.14% |
$10.9K - $11.6K
|
9.54K
$965K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-120- 3.2% |
$11.8K - $12.6K
|
3.63K
$367K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-129- 51.6% |
$12.7K - $13.6K
|
121
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-138- 5.98% |
$13.6K - $14.5K
|
2.17K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-157Closed |
$15.5K - $16.5K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-170- 3.12% |
$16.8K - $17.9K
|
5.29K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-174- 87.44% |
$17.2K - $18.3K
|
25
$2.53K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-180- 5.11% |
$17.8K - $18.9K
|
3.34K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-203- 8.11% |
$20K - $21.3K
|
2.3K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 98.74% |
$23.2K - $24.7K
|
3
$303
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-253- 4.77% |
$25K - $26.6K
|
5.05K
$510K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-253- 2.5% |
$25K - $26.6K
|
9.87K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-254- 11.5% |
$25.1K - $26.7K
|
1.95K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-256- 48.95% |
$25.3K - $26.9K
|
267
$27K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 11.75% |
$25.9K - $27.6K
|
1.98K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-266- 0.65% |
$26.2K - $28K
|
40.7K
$4.11M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-300- 3.32% |
$29.6K - $31.5K
|
8.74K
$884K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-305- 9.2% |
$30.1K - $32.1K
|
3.01K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-323- 22.52% |
$31.9K - $34K
|
1.11K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-336- 9.22% |
$33.1K - $35.3K
|
3.31K
$335K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-347- 1.83% |
$34.2K - $36.5K
|
18.6K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-365- 2.0% |
$36K - $38.4K
|
17.9K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-365- 56.68% |
$36K - $38.4K
|
279
$28.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-367- 23.44% |
$36.2K - $38.6K
|
1.2K
$121K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-372- 50.47% |
$36.7K - $39.1K
|
365
$36.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-379- 98.7% |
$37.4K - $39.8K
|
5
$506
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-379- 2.94% |
$37.4K - $39.8K
|
12.5K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-448- 1.92% |
$44.2K - $47.1K
|
22.9K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-510- 16.04% |
$50.3K - $53.6K
|
2.67K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-515- 5.48% |
$50.8K - $54.1K
|
8.88K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-538- 5.2% |
$53.1K - $56.5K
|
9.82K
$993K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567- 23.47% |
$55.9K - $59.6K
|
1.85K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-607- 5.01% |
$59.9K - $63.8K
|
11.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-691- 9.54% |
$68.2K - $72.6K
|
6.55K
$663K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 82.81% |
$69.9K - $74.4K
|
147
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-709- 7.07% |
$69.9K - $74.5K
|
9.32K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-730- 9.18% |
$72K - $76.7K
|
7.23K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-756- 5.07% |
$74.6K - $79.5K
|
14.1K
$1.43M
|