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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
832+ 3.41% |
$81.8K - $92.4K
|
25.2K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
720+ 1.82% |
$70.8K - $80K
|
40.2K
$4.07M
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
656+ 7.86% |
$64.5K - $72.8K
|
9.01K
$911K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
625+ 4.77% |
$61.5K - $69.4K
|
13.7K
$1.39M
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
586New |
$57.6K - $65.1K
|
586
$59.3K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
564+ 91.86% |
$55.5K - $62.6K
|
1.18K
$119K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
553+ 9.14% |
$54.4K - $61.4K
|
6.61K
$668K
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
467+ 8.01% |
$45.9K - $51.9K
|
6.3K
$637K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
370+ 685.19% |
$36.4K - $41.1K
|
424
$42.9K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
332+ 253.44% |
$32.6K - $36.9K
|
463
$46.8K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
325New |
$32K - $36.1K
|
325
$32.9K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
306+ 7.0% |
$30.1K - $34K
|
4.68K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
286+ 5.43% |
$28.1K - $31.8K
|
5.55K
$561K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
193+ 4.23% |
$19K - $21.4K
|
4.76K
$481K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
187+ 10.31% |
$18.4K - $20.8K
|
2K
$202K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
170+ 1.77% |
$16.7K - $18.9K
|
9.78K
$989K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
165New |
$16.2K - $18.3K
|
165
$16.7K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
125New |
$12.3K - $13.9K
|
125
$12.6K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
117+ 531.82% |
$11.5K - $13K
|
139
$14.1K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
108New |
$10.6K - $12K
|
108
$10.9K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
103+ 0.76% |
$10.1K - $11.4K
|
13.6K
$1.38M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$9.83K - $11.1K
|
100
$10.1K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100+ 2.62% |
$9.83K - $11.1K
|
3.92K
$396K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$8.16K - $9.22K
|
83
$8.4K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
78+ 9.41% |
$7.67K - $8.66K
|
907
$91.8K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
78New |
$7.67K - $8.66K
|
78
$7.89K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
76New |
$7.47K - $8.44K
|
76
$7.69K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50+ 3.69% |
$4.92K - $5.55K
|
1.4K
$142K
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
49+ 0.25% |
$4.82K - $5.44K
|
19.4K
$1.96M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46+ 0.8% |
$4.52K - $5.11K
|
5.83K
$589K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$2.16K - $2.44K
|
22
$2.23K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.77K - $2K
|
18
$1.82K
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.67K - $1.89K
|
12.8K
$1.3M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16New |
$1.57K - $1.78K
|
16
$1.62K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 15.66% |
$1.28K - $1.44K
|
96
$9.71K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.34% |
$885 - $999
|
2.69K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 13.79% |
$393 - $444
|
33
$3.34K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$98.3 - $111
|
1
$101
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-10- 0.26% |
$983 - $1.11K
|
3.81K
$385K
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-15- 3.75% |
$1.47K - $1.67K
|
385
$38.9K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-26- 25.0% |
$2.56K - $2.89K
|
78
$7.89K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-29- 93.55% |
$2.85K - $3.22K
|
2
$202
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 96.77% |
$2.95K - $3.33K
|
1
$101
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 17.16% |
$3.44K - $3.89K
|
169
$17.1K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36- 1.28% |
$3.54K - $4K
|
2.78K
$281K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 1.29% |
$3.54K - $4K
|
2.77K
$280K
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-53- 0.52% |
$5.21K - $5.89K
|
10.1K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-76- 83.52% |
$7.47K - $8.44K
|
15
$1.52K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 23.53% |
$11.8K - $13.3K
|
390
$39.5K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 0.99% |
$11.8K - $13.3K
|
12K
$1.22M
|