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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
113+ 3.5% |
$12.1K - $14.1K
|
3.34K
$338K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
104+ 11.1% |
$11.1K - $13K
|
1.04K
$105K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
104+ 14.4% |
$11.1K - $13K
|
826
$83.6K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
95+ 0.39% |
$10.2K - $11.9K
|
24.3K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
85+ 354.17% |
$9.11K - $10.6K
|
109
$11K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
83New |
$8.89K - $10.4K
|
83
$8.4K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
81+ 15.7% |
$8.68K - $10.1K
|
597
$60.4K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77New |
$8.25K - $9.64K
|
77
$7.79K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
76New |
$8.14K - $9.51K
|
76
$7.69K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
72+ 1.89% |
$7.71K - $9.01K
|
3.87K
$392K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 3.86% |
$7.07K - $8.26K
|
1.77K
$179K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
58New |
$6.21K - $7.26K
|
58
$5.87K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53New |
$5.68K - $6.63K
|
53
$5.36K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$5.36K - $6.26K
|
50
$5.06K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
48+ 218.18% |
$5.14K - $6.01K
|
70
$7.08K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
47+ 1.54% |
$5.04K - $5.88K
|
3.1K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
36New |
$3.86K - $4.51K
|
36
$3.64K
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
20+ 0.14% |
$2.14K - $2.5K
|
13.8K
$1.4M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
20+ 30.3% |
$2.14K - $2.5K
|
86
$8.7K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
14New |
$1.5K - $1.75K
|
14
$1.42K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14New |
$1.5K - $1.75K
|
14
$1.42K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 1.86% |
$1.29K - $1.5K
|
656
$66.4K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$857 - $1K
|
8
$809
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.56% |
$107 - $125
|
181
$18.3K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$107 - $125
|
194
$19.6K
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$107 - $125
|
15.6K
$1.58M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.02% |
$107 - $125
|
6.22K
$629K
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-7- 1.76% |
$750 - $876
|
390
$39.5K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 41.18% |
$750 - $876
|
10
$1.01K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 1.47% |
$1.29K - $1.5K
|
807
$81.6K
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-17- 0.79% |
$1.82K - $2.13K
|
2.13K
$216K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17- 0.17% |
$1.82K - $2.13K
|
9.85K
$996K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-21- 0.34% |
$2.25K - $2.63K
|
6.21K
$628K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 19.51% |
$2.57K - $3K
|
99
$10K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-30- 0.87% |
$3.21K - $3.75K
|
3.43K
$347K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35- 3.13% |
$3.75K - $4.38K
|
1.09K
$110K
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-46- 0.1% |
$4.93K - $5.76K
|
45.6K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-53- 0.67% |
$5.68K - $6.63K
|
7.89K
$798K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-66Closed |
$7.07K - $8.26K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-73Closed |
$7.82K - $9.14K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 82.65% |
$8.68K - $10.1K
|
17
$1.72K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-96- 5.03% |
$10.3K - $12K
|
1.81K
$183K
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-112- 1.24% |
$12K - $14K
|
8.91K
$901K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-115- 5.34% |
$12.3K - $14.4K
|
2.04K
$206K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-117- 9.29% |
$12.5K - $14.6K
|
1.14K
$116K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-125- 6.92% |
$13.4K - $15.6K
|
1.68K
$170K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-134- 23.67% |
$14.4K - $16.8K
|
432
$43.7K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-136- 2.54% |
$14.6K - $17K
|
5.22K
$528K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-187- 6.29% |
$20K - $23.4K
|
2.79K
$282K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-217- 19.0% |
$23.3K - $27.2K
|
925
$93.6K
|