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 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.54KNew |
$742K - $838K
|
7.54K
$770K
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6.79K+ 17.66% |
$668K - $754K
|
45.3K
$4.62M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.58KNew |
$647K - $731K
|
6.58K
$672K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.58KNew |
$647K - $731K
|
6.58K
$672K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.41KNew |
$630K - $711K
|
6.41K
$654K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.85KNew |
$576K - $650K
|
5.85K
$597K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.83KNew |
$573K - $647K
|
5.83K
$594K
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.65KNew |
$555K - $627K
|
5.65K
$576K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.61K+ 2.98% |
$552K - $623K
|
194K
$19.8M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.45K+ 10.44% |
$535K - $605K
|
57.6K
$5.88M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 8165.63% |
$514K - $580K
|
5.29K
$540K
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.98KNew |
$490K - $553K
|
4.98K
$509K
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
4.9K+ 5.04% |
$482K - $544K
|
102K
$10.4M
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.58KNew |
$450K - $508K
|
4.58K
$467K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.25K+ 23.88% |
$418K - $472K
|
22.1K
$2.25M
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.07K+ 2.74% |
$401K - $452K
|
153K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.86KNew |
$380K - $429K
|
3.86K
$394K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.76K+ 46.11% |
$369K - $417K
|
11.9K
$1.21M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.5K+ 0.99% |
$345K - $389K
|
357K
$36.4M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.5K+ 0.99% |
$345K - $389K
|
357K
$36.4M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.4KNew |
$334K - $378K
|
3.4K
$347K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.29KNew |
$324K - $366K
|
3.29K
$336K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.22K+ 25.64% |
$317K - $358K
|
15.8K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.21KNew |
$316K - $357K
|
3.21K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.92K+ 37.13% |
$287K - $324K
|
10.8K
$1.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.84K+ 0.49% |
$280K - $316K
|
583K
$59.5M
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
2.72K+ 20.15% |
$268K - $302K
|
16.2K
$1.66M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
2.65K+ 3.53% |
$260K - $294K
|
77.7K
$7.93M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.61K+ 10.02% |
$256K - $289K
|
28.6K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.6KNew |
$255K - $288K
|
2.6K
$265K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.54K+ 56.79% |
$250K - $282K
|
7.01K
$715K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.41KNew |
$236K - $267K
|
2.41K
$245K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.04K+ 40.75% |
$201K - $227K
|
7.05K
$720K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.02K+ 36.39% |
$199K - $224K
|
7.57K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.92KNew |
$188K - $213K
|
1.92K
$195K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.87K+ 77.32% |
$184K - $207K
|
4.28K
$437K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 27.48% |
$179K - $202K
|
8.44K
$861K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 48.26% |
$176K - $199K
|
5.49K
$561K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.68K+ 67.78% |
$165K - $187K
|
4.16K
$425K
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.65K+ 79.07% |
$162K - $183K
|
3.74K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 8.62% |
$160K - $180K
|
20.5K
$2.09M
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.58K+ 4.91% |
$155K - $175K
|
33.7K
$3.43M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.53K+ 12.43% |
$150K - $169K
|
13.8K
$1.41M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 4.23% |
$148K - $167K
|
37.1K
$3.78M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.49K+ 55.66% |
$147K - $166K
|
4.18K
$426K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.45K+ 28.7% |
$143K - $161K
|
6.52K
$665K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.27K+ 2.16% |
$125K - $141K
|
59.8K
$6.1M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.25K+ 49.16% |
$123K - $139K
|
3.8K
$387K
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.13K+ 33.23% |
$111K - $125K
|
4.51K
$460K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
951+ 13.96% |
$93.5K - $106K
|
7.77K
$792K
|