Purchases and Sales Made in Q3 2022 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 2022. 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 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$1.66M - $1.94M
|
15.5K
$1.57M
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$1.56M - $1.82M
|
14.6K
$1.47M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 105.65% |
$1.55M - $1.81M
|
28.2K
$2.85M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14.4KNew |
$1.55M - $1.81M
|
14.4K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
14KNew |
$1.5M - $1.75M
|
14K
$1.42M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 31.33% |
$1.48M - $1.73M
|
58.1K
$5.87M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 623.89% |
$1.39M - $1.62M
|
15K
$1.52M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.3KNew |
$1.32M - $1.54M
|
12.3K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7KNew |
$1.26M - $1.47M
|
11.7K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 64.74% |
$1.26M - $1.47M
|
29.8K
$3.02M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.25M - $1.47M
|
11.7K
$1.18M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.7KNew |
$1.25M - $1.46M
|
11.7K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.2K+ 38.61% |
$1.2M - $1.41M
|
40.3K
$4.08M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.93K+ 37.15% |
$1.06M - $1.24M
|
36.7K
$3.71M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.86KNew |
$1.06M - $1.23M
|
9.86K
$998K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.69K+ 84.75% |
$1.04M - $1.21M
|
21.1K
$2.14M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.94K+ 2.31% |
$958K - $1.12M
|
395K
$40M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.66KNew |
$927K - $1.08M
|
8.66K
$876K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.51K+ 21.41% |
$911K - $1.06M
|
48.2K
$4.88M
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
8.31K+ 41.31% |
$891K - $1.04M
|
28.4K
$2.88M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.13KNew |
$871K - $1.02M
|
8.13K
$822K
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.12KNew |
$870K - $1.02M
|
8.12K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.57KNew |
$811K - $947K
|
7.57K
$766K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.28K+ 417.43% |
$780K - $911K
|
9.02K
$913K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.1K+ 35.67% |
$761K - $888K
|
27K
$2.73M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.94K+ 15.3% |
$744K - $869K
|
52.3K
$5.29M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.7K+ 11.48% |
$718K - $839K
|
65.1K
$6.58M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
6.62K+ 440.0% |
$710K - $829K
|
8.13K
$822K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.38K+ 662.93% |
$684K - $799K
|
7.35K
$743K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.13KNew |
$657K - $767K
|
6.13K
$620K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.04K+ 26.96% |
$647K - $756K
|
28.5K
$2.88M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5.78K+ 41285.71% |
$619K - $723K
|
5.79K
$586K
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.26K+ 11.27% |
$564K - $658K
|
51.9K
$5.25M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
5.01KNew |
$537K - $627K
|
5.01K
$507K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.58KNew |
$491K - $573K
|
4.58K
$463K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.53K+ 10.19% |
$485K - $567K
|
49K
$4.95M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.34K+ 97.62% |
$465K - $543K
|
8.79K
$889K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.31KNew |
$461K - $539K
|
4.31K
$436K
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.15K+ 17.81% |
$444K - $519K
|
27.4K
$2.78M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.98KNew |
$426K - $498K
|
3.98K
$402K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.82K+ 123.27% |
$409K - $478K
|
6.92K
$700K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.81KNew |
$408K - $477K
|
3.81K
$386K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 182.43% |
$388K - $453K
|
5.61K
$567K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.57K+ 2.7% |
$383K - $447K
|
136K
$13.7M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.52KNew |
$378K - $441K
|
3.52K
$356K
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.48KNew |
$372K - $435K
|
3.48K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.44K+ 49.1% |
$368K - $430K
|
10.4K
$1.06M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.42K+ 12.16% |
$367K - $428K
|
31.6K
$3.19M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.33K+ 9.19% |
$356K - $416K
|
39.5K
$4M
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
BUY
|
- |
3.16K+ 8.61% |
$338K - $395K
|
39.8K
$4.03M
|