Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.7K+ 50.47% |
$690K - $720K
|
14K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.56K+ 6.44% |
$668K - $698K
|
75.3K
$7.62M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.43K+ 11.34% |
$650K - $678K
|
43.5K
$4.4M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.33KNew |
$635K - $662K
|
4.33K
$438K
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.32KNew |
$633K - $661K
|
4.32K
$437K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 31.07% |
$593K - $619K
|
17K
$1.72M
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4KNew |
$587K - $613K
|
4K
$405K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.89KNew |
$571K - $596K
|
3.89K
$394K
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.68KNew |
$540K - $563K
|
3.68K
$372K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.47KNew |
$509K - $531K
|
3.47K
$351K
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.41KNew |
$501K - $523K
|
3.41K
$345K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.19KNew |
$469K - $489K
|
3.19K
$323K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.11K+ 23.81% |
$456K - $476K
|
16.2K
$1.63M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
3.09K+ 90.24% |
$453K - $473K
|
6.51K
$658K
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3.04KNew |
$445K - $465K
|
3.04K
$307K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.95KNew |
$433K - $451K
|
2.95K
$298K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.88KNew |
$423K - $441K
|
2.88K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$404K - $422K
|
2.75K
$279K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.75KNew |
$404K - $422K
|
2.75K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61K+ 469.78% |
$383K - $400K
|
3.17K
$320K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.61KNew |
$382K - $399K
|
2.61K
$264K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.6KNew |
$382K - $399K
|
2.6K
$263K
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
2.6KNew |
$382K - $399K
|
2.6K
$263K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51KNew |
$369K - $385K
|
2.51K
$254K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43KNew |
$357K - $372K
|
2.43K
$246K
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.43KNew |
$356K - $371K
|
2.43K
$245K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.38KNew |
$349K - $364K
|
2.38K
$240K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.37KNew |
$348K - $364K
|
2.37K
$240K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.34KNew |
$344K - $359K
|
2.34K
$237K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.31KNew |
$339K - $354K
|
2.31K
$234K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.2K+ 134.5% |
$322K - $336K
|
3.83K
$387K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 25.24% |
$320K - $334K
|
10.8K
$1.1M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03KNew |
$298K - $311K
|
2.03K
$206K
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.03KNew |
$297K - $310K
|
2.03K
$205K
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
2KNew |
$294K - $307K
|
2K
$203K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
2KNew |
$294K - $307K
|
2K
$203K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95KNew |
$286K - $298K
|
1.95K
$197K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.92KNew |
$282K - $294K
|
1.92K
$195K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.87KNew |
$275K - $287K
|
1.87K
$189K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84KNew |
$270K - $281K
|
1.84K
$186K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.71KNew |
$250K - $261K
|
1.71K
$173K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$239K - $249K
|
1.63K
$165K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.63KNew |
$238K - $249K
|
1.63K
$164K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.6KNew |
$234K - $244K
|
1.6K
$161K
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.56KNew |
$229K - $239K
|
1.56K
$158K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.55KNew |
$228K - $238K
|
1.55K
$157K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.52KNew |
$223K - $232K
|
1.52K
$154K
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$220K - $230K
|
1.5K
$152K
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.34K+ 34.16% |
$197K - $205K
|
5.26K
$532K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$196K - $204K
|
1.34K
$135K
|