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 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-14.9K- 79.92% |
$1.46M - $1.65M
|
3.74K
$381K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15K- 99.64% |
$1.47M - $1.66M
|
54
$5.51K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.2K- 2.26% |
$1.49M - $1.68M
|
655K
$66.9M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.3K- 2.28% |
$1.51M - $1.7M
|
655K
$66.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-15.6K- 58.02% |
$1.53M - $1.73M
|
11.3K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
SELL
|
- |
-16.4K- 74.32% |
$1.61M - $1.82M
|
5.66K
$577K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 88.29% |
$1.77M - $1.99M
|
2.38K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.6K- 40.7% |
$1.83M - $2.07M
|
27.1K
$2.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.6K- 89.17% |
$1.92M - $2.17M
|
2.38K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.3K- 35.52% |
$2M - $2.26M
|
36.9K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 88.83% |
$2.04M - $2.3M
|
2.6K
$266K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-23K- 84.78% |
$2.26M - $2.55M
|
4.13K
$421K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-23.1K- 24.28% |
$2.27M - $2.56M
|
72K
$7.35M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-23.2K- 78.71% |
$2.28M - $2.57M
|
6.27K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-23.9K- 88.35% |
$2.35M - $2.66M
|
3.16K
$322K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.7K- 68.17% |
$2.53M - $2.86M
|
12K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-27.4K- 80.82% |
$2.69M - $3.04M
|
6.5K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.7K- 83.17% |
$2.73M - $3.08M
|
5.61K
$572K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29K- 63.03% |
$2.85M - $3.22M
|
17K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.9K- 88.04% |
$2.94M - $3.32M
|
4.07K
$415K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-33K- 20.18% |
$3.25M - $3.67M
|
131K
$13.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.5K- 72.77% |
$3.4M - $3.84M
|
12.9K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-37.5K- 27.97% |
$3.69M - $4.17M
|
96.6K
$9.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-39.5K- 97.43% |
$3.88M - $4.39M
|
1.04K
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.7K- 40.96% |
$3.91M - $4.41M
|
57.3K
$5.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-41.5K- 93.48% |
$4.08M - $4.61M
|
2.89K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.9K- 82.57% |
$4.12M - $4.66M
|
8.85K
$904K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-42K- 91.93% |
$4.13M - $4.67M
|
3.69K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.1K- 87.96% |
$4.14M - $4.68M
|
5.76K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.5K- 67.81% |
$4.57M - $5.16M
|
22.1K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-47K- 91.89% |
$4.62M - $5.22M
|
4.15K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-48.5K- 90.29% |
$4.77M - $5.38M
|
5.21K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60.6K- 19.63% |
$5.96M - $6.73M
|
248K
$25.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65.7K- 70.71% |
$6.46M - $7.29M
|
27.2K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.2K- 95.62% |
$6.81M - $7.69M
|
3.18K
$324K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-69.4K- 71.77% |
$6.83M - $7.71M
|
27.3K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.9K- 18.51% |
$7.27M - $8.21M
|
325K
$33.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.7K- 95.33% |
$7.34M - $8.29M
|
3.66K
$373K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74.7K- 93.15% |
$7.35M - $8.3M
|
5.5K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75.5K- 56.22% |
$7.42M - $8.38M
|
58.8K
$6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.4K- 88.72% |
$7.71M - $8.71M
|
9.97K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-91.3K- 41.51% |
$8.98M - $10.1M
|
129K
$13.1M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-98.1K- 97.95% |
$9.65M - $10.9M
|
2.05K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-99.4K- 13.31% |
$9.78M - $11M
|
648K
$66.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114K- 93.04% |
$11.2M - $12.6M
|
8.51K
$868K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-115K- 13.38% |
$11.3M - $12.7M
|
741K
$75.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 45.95% |
$12.3M - $13.9M
|
147K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-127K- 44.15% |
$12.5M - $14.1M
|
160K
$16.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-155K- 90.12% |
$15.2M - $17.2M
|
16.9K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-165K- 59.24% |
$16.3M - $18.4M
|
114K
$11.6M
|