Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.45M+ 256.11% |
$143M - $161M
|
2.02M
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.36M+ 72.96% |
$133M - $151M
|
3.22M
$328M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
991K+ 2358.72% |
$97.5M - $110M
|
1.03M
$105M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
798KNew |
$78.4M - $88.6M
|
798K
$81.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690K+ 4932.18% |
$67.8M - $76.6M
|
704K
$71.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
668K+ 2067.85% |
$65.7M - $74.2M
|
700K
$71.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
466K+ 7.77% |
$45.8M - $51.7M
|
6.46M
$659M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
420KNew |
$41.3M - $46.6M
|
420K
$42.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
402K+ 127.16% |
$39.5M - $44.6M
|
717K
$73.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
399K+ 1853.12% |
$39.2M - $44.3M
|
420K
$42.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352KNew |
$34.6M - $39.1M
|
352K
$35.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
348KNew |
$34.2M - $38.6M
|
348K
$35.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
302KNew |
$29.7M - $33.5M
|
302K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
145KNew |
$14.3M - $16.1M
|
145K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
128KNew |
$12.6M - $14.2M
|
128K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
125KNew |
$12.3M - $13.9M
|
125K
$12.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
124K+ 66.84% |
$12.2M - $13.8M
|
310K
$31.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
124KNew |
$12.2M - $13.8M
|
124K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
121KNew |
$11.9M - $13.4M
|
121K
$12.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
112K+ 14.69% |
$11M - $12.5M
|
876K
$89.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
111K+ 909.4% |
$10.9M - $12.4M
|
124K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
89.6KNew |
$8.81M - $9.95M
|
89.6K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.8K+ 83.95% |
$8.53M - $9.64M
|
190K
$19.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.8K+ 33.36% |
$7.45M - $8.41M
|
303K
$30.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69.8K+ 84.37% |
$6.87M - $7.75M
|
153K
$15.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
66.9K+ 3576.96% |
$6.58M - $7.43M
|
68.8K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
60.3KNew |
$5.93M - $6.7M
|
60.3K
$6.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
52.5K+ 328.7% |
$5.16M - $5.83M
|
68.4K
$6.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
50.7KNew |
$4.99M - $5.63M
|
50.7K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
41.1KNew |
$4.05M - $4.57M
|
41.1K
$4.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
34.3KNew |
$3.37M - $3.81M
|
34.3K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33.7K+ 244.12% |
$3.32M - $3.75M
|
47.6K
$4.85M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
32.5KNew |
$3.19M - $3.6M
|
32.5K
$3.31M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
30.4KNew |
$2.99M - $3.38M
|
30.4K
$3.1M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
25.9KNew |
$2.55M - $2.88M
|
25.9K
$2.64M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 145.6% |
$2.19M - $2.47M
|
37.6K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 4.16% |
$2.03M - $2.3M
|
518K
$52.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20.2KNew |
$1.99M - $2.24M
|
20.2K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 47.25% |
$1.95M - $2.2M
|
61.8K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$1.89M - $2.14M
|
19.2K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.5K+ 10.72% |
$1.81M - $2.05M
|
191K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17K+ 27.76% |
$1.67M - $1.88M
|
78K
$7.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 183.18% |
$1.66M - $1.87M
|
26.1K
$2.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
15.1K+ 22.43% |
$1.49M - $1.68M
|
82.5K
$8.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
14.3K+ 17.99% |
$1.41M - $1.59M
|
94.1K
$9.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.7KNew |
$1.35M - $1.52M
|
13.7K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.2K+ 1.14% |
$1.2M - $1.35M
|
1.08M
$111M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.07K+ 129.79% |
$891K - $1.01M
|
16.1K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.48KNew |
$833K - $941K
|
8.48K
$865K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$787K - $888K
|
8K
$816K
|