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
|
Northwest Capital Management Inc
|
SELL
|
- |
-123- 66.49% |
$12.1K - $13.7K
|
62
$6.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-126- 52.07% |
$12.4K - $14K
|
116
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-127- 5.41% |
$12.5K - $14.1K
|
2.22K
$227K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-134- 1.74% |
$13.2K - $14.9K
|
7.55K
$770K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 21.45% |
$15.1K - $17.1K
|
564
$57.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-164- 86.32% |
$16.1K - $18.2K
|
26
$2.65K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-175- 0.75% |
$17.2K - $19.4K
|
23.1K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-182- 1.65% |
$17.9K - $20.2K
|
10.8K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-198- 6.09% |
$19.5K - $22K
|
3.06K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-228- 99.56% |
$22.4K - $25.3K
|
1
$102
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-238- 11.72% |
$23.4K - $26.4K
|
1.79K
$183K
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-286- 4.09% |
$28.1K - $31.8K
|
6.71K
$684K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-306- 3.68% |
$30.1K - $34K
|
8K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-409- 5.85% |
$40.2K - $45.4K
|
6.58K
$671K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-421- 16.96% |
$41.4K - $46.8K
|
2.06K
$210K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-499- 94.15% |
$49.1K - $55.4K
|
31
$3.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-509- 13.94% |
$50K - $56.5K
|
3.14K
$321K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-554- 13.65% |
$54.5K - $61.5K
|
3.51K
$358K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-567Closed |
$55.8K - $63K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-582- 15.2% |
$57.2K - $64.6K
|
3.25K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-632- 4.47% |
$62.1K - $70.2K
|
13.5K
$1.38M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-681Closed |
$67K - $75.6K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-681- 98.84% |
$67K - $75.6K
|
8
$816
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-722- 8.8% |
$71K - $80.2K
|
7.49K
$764K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-790- 57.71% |
$77.7K - $87.7K
|
579
$59.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-816- 19.72% |
$80.2K - $90.6K
|
3.32K
$339K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-819- 74.18% |
$80.5K - $90.9K
|
285
$29.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-822- 82.53% |
$80.8K - $91.3K
|
174
$17.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-897- 8.27% |
$88.2K - $99.6K
|
9.94K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-958- 20.84% |
$94.2K - $106K
|
3.64K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 8.84% |
$105K - $119K
|
11K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 95.47% |
$112K - $126K
|
54
$5.51K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.14K- 97.6% |
$112K - $127K
|
28
$2.86K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.25K- 61.17% |
$123K - $139K
|
796
$81.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 25.95% |
$130K - $147K
|
3.77K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.33K- 24.65% |
$131K - $148K
|
4.08K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.36K- 63.99% |
$133K - $151K
|
763
$77.9K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.39K- 9.18% |
$137K - $154K
|
13.8K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 99.73% |
$145K - $164K
|
4
$408
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.5K- 95.36% |
$148K - $167K
|
73
$7.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51K- 18.26% |
$148K - $167K
|
6.74K
$688K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.54K- 34.79% |
$151K - $171K
|
2.88K
$294K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.79K- 4.31% |
$176K - $199K
|
39.8K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.84K- 12.22% |
$181K - $205K
|
13.2K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.02K- 8.82% |
$199K - $225K
|
20.9K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.19K- 53.01% |
$216K - $244K
|
1.94K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.26K- 4.01% |
$222K - $251K
|
54.1K
$5.53M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.38KClosed |
$234K - $265K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.44K- 51.94% |
$240K - $271K
|
2.26K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.56K- 54.33% |
$251K - $284K
|
2.15K
$219K
|