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 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.29K- 12.54% |
$522K - $556K
|
36.9K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.29K- 0.97% |
$522K - $556K
|
537K
$54.4M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.59K- 15.58% |
$551K - $587K
|
30.3K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.59K- 17.2% |
$552K - $588K
|
26.9K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-5.97K- 6.38% |
$589K - $627K
|
87.6K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.03K- 16.59% |
$594K - $633K
|
30.3K
$3.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.35K- 44.82% |
$626K - $667K
|
7.82K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.12K- 12.03% |
$702K - $748K
|
52K
$5.26M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-7.16K- 22.06% |
$706K - $753K
|
25.3K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.36K- 9.1% |
$825K - $879K
|
83.5K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.61K- 59.63% |
$850K - $905K
|
5.83K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-8.92K- 0.79% |
$880K - $937K
|
1.13M
$114M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.17K- 34.87% |
$905K - $964K
|
17.1K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 8.56% |
$1.02M - $1.08M
|
110K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-11.9K- 11.94% |
$1.17M - $1.25M
|
87.8K
$8.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.2K- 6.59% |
$1.2M - $1.28M
|
172K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.2K- 21.17% |
$1.6M - $1.7M
|
60.3K
$6.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16.4K- 98.64% |
$1.62M - $1.72M
|
226
$22.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.7K- 24.5% |
$1.84M - $1.96M
|
57.5K
$5.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.7K- 73.47% |
$2.14M - $2.28M
|
7.85K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 2.14% |
$2.24M - $2.39M
|
1.04M
$105M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-25.2K- 63.66% |
$2.49M - $2.65M
|
14.4K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28K- 14.71% |
$2.76M - $2.94M
|
162K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-28.4K- 88.82% |
$2.8M - $2.98M
|
3.57K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.6K- 64.74% |
$3.12M - $3.32M
|
17.2K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-32.9K- 13.15% |
$3.24M - $3.46M
|
217K
$22M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41.6K- 19.29% |
$4.1M - $4.37M
|
174K
$17.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.6K- 8.84% |
$4.1M - $4.37M
|
429K
$43.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-42K- 23.2% |
$4.14M - $4.41M
|
139K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.7K- 11.91% |
$4.21M - $4.49M
|
316K
$32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.9K- 22.08% |
$5.32M - $5.67M
|
190K
$19.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61K- 1.23% |
$6.02M - $6.41M
|
4.9M
$496M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.8K- 1.73% |
$6.49M - $6.91M
|
3.73M
$377M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-93.7K- 30.89% |
$9.25M - $9.85M
|
210K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 19.49% |
$10M - $10.7M
|
420K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 7.87% |
$15M - $15.9M
|
1.78M
$180M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 7.87% |
$15M - $15.9M
|
1.78M
$180M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-161K- 91.22% |
$15.8M - $16.9M
|
15.4K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-162K- 4.95% |
$16M - $17.1M
|
3.12M
$316M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-166K- 4.85% |
$16.3M - $17.4M
|
3.25M
$329M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-182K- 12.47% |
$18M - $19.1M
|
1.28M
$129M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-184K- 2.59% |
$18.1M - $19.3M
|
6.92M
$700M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-271K- 42.3% |
$26.7M - $28.5M
|
370K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-275K- 7.92% |
$27.1M - $28.9M
|
3.19M
$323M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-330K- 92.99% |
$32.6M - $34.7M
|
24.9K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-458K- 82.22% |
$45.2M - $48.2M
|
99.1K
$10M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-549K- 93.11% |
$54.2M - $57.7M
|
40.7K
$4.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.72M- 97.86% |
$170M - $181M
|
37.7K
$3.81M
|