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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.07KNew |
$157K - $164K
|
1.07K
$108K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.06KNew |
$156K - $162K
|
1.06K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
984New |
$144K - $151K
|
984
$99.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
927+ 103.46% |
$136K - $142K
|
1.82K
$184K
|
|
|
Nov 03, 2021
Q3 2021
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
734+ 3.68% |
$108K - $112K
|
20.7K
$2.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
697New |
$102K - $107K
|
697
$70.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
635+ 1.3% |
$93.2K - $97.2K
|
49.3K
$4.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
617+ 18.53% |
$90.6K - $94.5K
|
3.95K
$399K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
615+ 19.14% |
$90.3K - $94.2K
|
3.83K
$387K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
507New |
$74.4K - $77.6K
|
507
$51.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
488+ 122.61% |
$71.6K - $74.7K
|
886
$89.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
458+ 2.61% |
$67.2K - $70.1K
|
18K
$1.82M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
457New |
$67.1K - $70K
|
457
$46.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
449New |
$65.9K - $68.8K
|
449
$45.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
405+ 20.13% |
$59.4K - $62K
|
2.42K
$245K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
302+ 0.87% |
$44.3K - $46.2K
|
35K
$3.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
241+ 24.97% |
$35.4K - $36.9K
|
1.21K
$122K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
235+ 8.87% |
$34.5K - $36K
|
2.88K
$292K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
217+ 78.06% |
$31.8K - $33.2K
|
495
$50.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
191+ 7.3% |
$28K - $29.2K
|
2.81K
$284K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
171+ 9.18% |
$25.1K - $26.2K
|
2.03K
$206K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
145New |
$21.3K - $22.2K
|
145
$14.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
135New |
$19.8K - $20.7K
|
135
$13.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
130+ 0.91% |
$19.1K - $19.9K
|
14.5K
$1.47M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
125+ 3.28% |
$18.3K - $19.1K
|
3.93K
$398K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
107New |
$15.7K - $16.4K
|
107
$10.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
98New |
$14.4K - $15K
|
98
$9.91K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
71New |
$10.4K - $10.9K
|
71
$7.18K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71+ 8.41% |
$10.4K - $10.9K
|
915
$92.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
71New |
$10.4K - $10.9K
|
71
$7.18K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69New |
$10.1K - $10.6K
|
69
$6.98K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62New |
$9.1K - $9.49K
|
62
$6.27K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54New |
$7.93K - $8.27K
|
54
$5.46K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
53New |
$7.78K - $8.12K
|
53
$5.36K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51+ 300.0% |
$7.48K - $7.81K
|
68
$6.88K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
48New |
$7.04K - $7.35K
|
48
$4.86K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
41+ 1.75% |
$6.02K - $6.28K
|
2.38K
$241K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28New |
$4.11K - $4.29K
|
28
$2.83K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22New |
$3.23K - $3.37K
|
22
$2.23K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 24.0% |
$2.64K - $2.76K
|
93
$9.41K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
15New |
$2.2K - $2.3K
|
15
$1.52K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13New |
$1.91K - $1.99K
|
13
$1.32K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 200.0% |
$1.47K - $1.53K
|
15
$1.52K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10New |
$1.47K - $1.53K
|
10
$1.01K
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.44% |
$881 - $919
|
1.38K
$140K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$294 - $306
|
3.32K
$336K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 3.13% |
$147 - $153
|
33
$3.34K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.34% |
$147 - $153
|
291
$29.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$147 - $153
|
0
$0
|