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 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-793- 7.42% |
$78.2K - $83.4K
|
9.9K
$1M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-852- 1.07% |
$84.1K - $89.6K
|
78.5K
$7.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-884- 9.99% |
$87.2K - $92.9K
|
7.97K
$806K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-888- 14.45% |
$87.6K - $93.3K
|
5.26K
$532K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-990- 12.82% |
$97.7K - $104K
|
6.73K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-993- 16.97% |
$98K - $104K
|
4.86K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.02K- 20.41% |
$100K - $107K
|
3.97K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.1K- 16.01% |
$109K - $116K
|
5.79K
$585K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.16K- 56.92% |
$114K - $121K
|
874
$88.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.17K- 20.13% |
$115K - $123K
|
4.64K
$469K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.25K- 3.67% |
$123K - $131K
|
32.8K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.25K- 1.34% |
$123K - $131K
|
92.5K
$9.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 24.0% |
$136K - $144K
|
4.35K
$440K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.41K- 15.75% |
$140K - $149K
|
7.56K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.42K- 3.22% |
$140K - $149K
|
42.7K
$4.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.46K- 20.33% |
$144K - $153K
|
5.71K
$578K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.74K- 10.47% |
$172K - $183K
|
14.9K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.75K- 15.01% |
$173K - $184K
|
9.94K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.77K- 20.92% |
$174K - $186K
|
6.68K
$676K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.8K- 11.18% |
$178K - $189K
|
14.3K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.82K- 18.13% |
$180K - $192K
|
8.23K
$833K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.83K- 12.13% |
$181K - $193K
|
13.3K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.85K- 1.01% |
$182K - $194K
|
182K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.92K- 93.51% |
$189K - $201K
|
133
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.96K- 48.0% |
$193K - $206K
|
2.12K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.98K- 15.2% |
$196K - $208K
|
11.1K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.06K- 10.84% |
$203K - $217K
|
17K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.08K- 19.13% |
$206K - $219K
|
8.81K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-2.31K- 47.71% |
$228K - $243K
|
2.53K
$256K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.34KClosed |
$231K - $246K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.54K- 30.15% |
$250K - $267K
|
5.88K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.89K- 38.7% |
$285K - $304K
|
4.58K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.03K- 48.07% |
$299K - $318K
|
3.27K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.12K- 7.8% |
$308K - $328K
|
36.9K
$3.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.14K- 19.74% |
$310K - $330K
|
12.8K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.6K- 21.99% |
$355K - $378K
|
12.8K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.6K- 17.39% |
$355K - $378K
|
17.1K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 11.82% |
$361K - $384K
|
27.3K
$2.76M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.66K- 21.51% |
$361K - $385K
|
13.4K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.66K- 95.81% |
$361K - $385K
|
160
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.69K- 60.55% |
$364K - $388K
|
2.41K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.77K- 25.58% |
$372K - $396K
|
11K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.17K- 12.9% |
$411K - $438K
|
28.1K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-4.25K- 38.93% |
$419K - $447K
|
6.67K
$674K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.3K- 21.57% |
$424K - $452K
|
15.6K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.61K- 1.21% |
$454K - $484K
|
377K
$38.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.95K- 69.71% |
$488K - $520K
|
2.15K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.05K- 9.68% |
$498K - $530K
|
47.1K
$4.76M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.08K- 3.78% |
$501K - $533K
|
129K
$13.1M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.22K- 0.96% |
$515K - $549K
|
537K
$54.4M
|