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 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-253- 0.97% |
$27.1K - $31.7K
|
25.9K
$2.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-280- 1.83% |
$30K - $35K
|
15.1K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-308- 6.2% |
$33K - $38.5K
|
4.66K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-325- 8.33% |
$34.8K - $40.7K
|
3.58K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-353- 9.51% |
$37.8K - $44.2K
|
3.36K
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-411- 34.92% |
$44K - $51.4K
|
766
$78.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-517- 7.88% |
$55.4K - $64.7K
|
6.05K
$617K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-521- 16.3% |
$55.8K - $65.2K
|
2.68K
$273K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-686- 0.73% |
$73.5K - $85.8K
|
93.7K
$9.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-827- 14.76% |
$88.6K - $103K
|
4.78K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 4.21% |
$108K - $126K
|
22.9K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.13K- 6.62% |
$121K - $141K
|
15.9K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.31K- 3.05% |
$140K - $163K
|
41.6K
$4.24M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.77KClosed |
$189K - $221K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.08K- 73.04% |
$222K - $260K
|
766
$78.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.24K- 31.62% |
$240K - $280K
|
4.84K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 18.56% |
$246K - $287K
|
10.1K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 3.67% |
$260K - $304K
|
63.8K
$6.51M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.05K- 26.35% |
$327K - $382K
|
8.53K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.06K- 57.37% |
$327K - $382K
|
2.27K
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.09K- 99.39% |
$332K - $387K
|
19
$1.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.14K- 68.51% |
$337K - $393K
|
1.44K
$147K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 26.53% |
$469K - $548K
|
12.1K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.76K- 49.31% |
$510K - $596K
|
4.9K
$500K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.28K- 51.54% |
$566K - $661K
|
4.97K
$507K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.27K- 61.46% |
$671K - $784K
|
3.93K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.27K- 34.84% |
$779K - $910K
|
13.6K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.68K- 18.37% |
$823K - $961K
|
34.1K
$3.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.09K- 35.27% |
$866K - $1.01M
|
14.8K
$1.51M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.44K- 18.16% |
$1.01M - $1.18M
|
42.5K
$4.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.2K- 43.28% |
$1.3M - $1.52M
|
15.9K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-13.4K- 47.26% |
$1.44M - $1.68M
|
15K
$1.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-14.5K- 38.51% |
$1.55M - $1.82M
|
23.2K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.6K- 22.37% |
$1.67M - $1.96M
|
54.2K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-44.6K- 3.17% |
$4.77M - $5.58M
|
1.36M
$139M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 94.51% |
$11.1M - $13M
|
6.04K
$616K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 94.51% |
$11.1M - $13M
|
6.04K
$616K
|