Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
871K+ 68.11% |
$87.7M - $97.2M
|
2.15M
$217M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
775KNew |
$78.1M - $86.5M
|
775K
$78.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
661K+ 75.65% |
$66.6M - $73.8M
|
1.53M
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
606KNew |
$61.1M - $67.6M
|
606K
$61.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
260KNew |
$26.2M - $29M
|
260K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246K+ 57.36% |
$24.8M - $27.5M
|
675K
$68.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
218K+ 3.15% |
$21.9M - $24.3M
|
7.14M
$722M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 9.54% |
$17.1M - $18.9M
|
1.94M
$197M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
148KNew |
$14.9M - $16.5M
|
148K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
141KNew |
$14.2M - $15.7M
|
141K
$14.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
138K+ 29.54% |
$13.9M - $15.4M
|
605K
$61.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
128K+ 3.44% |
$12.9M - $14.3M
|
3.86M
$390M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
126KNew |
$12.7M - $14M
|
126K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
121K+ 11.27% |
$12.2M - $13.5M
|
1.2M
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
111KNew |
$11.2M - $12.4M
|
111K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 6.05% |
$10.5M - $11.6M
|
1.82M
$184M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
103KNew |
$10.4M - $11.5M
|
103K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.1K+ 55.5% |
$9.07M - $10.1M
|
252K
$25.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
89.5K+ 96.76% |
$9.01M - $9.98M
|
182K
$18.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
81.2KNew |
$8.18M - $9.07M
|
81.2K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81.1K+ 21.94% |
$8.17M - $9.05M
|
451K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.3K+ 27.61% |
$7.69M - $8.51M
|
353K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
73.5K+ 89.36% |
$7.41M - $8.21M
|
156K
$15.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.9K+ 429.9% |
$7.34M - $8.13M
|
89.8K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70.1KNew |
$7.06M - $7.82M
|
70.1K
$7.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
66.3KNew |
$6.68M - $7.4M
|
66.3K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4K+ 782.43% |
$6.19M - $6.85M
|
69.2K
$7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
59KNew |
$5.95M - $6.59M
|
59K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.6K+ 119.48% |
$5.6M - $6.21M
|
102K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.4K+ 100.52% |
$5.58M - $6.18M
|
110K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
54.7KNew |
$5.51M - $6.11M
|
54.7K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52.5K+ 30.43% |
$5.29M - $5.86M
|
225K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.3K+ 495.49% |
$5.17M - $5.73M
|
61.7K
$6.24M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
47.3K+ 8.63% |
$4.76M - $5.28M
|
595K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
45.5K+ 83.62% |
$4.58M - $5.08M
|
99.8K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.4KNew |
$4.47M - $4.96M
|
44.4K
$4.49M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.9K+ 10518.47% |
$4.42M - $4.9M
|
44.3K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42.6K+ 5.08% |
$4.29M - $4.75M
|
880K
$89.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.3K+ 3.98% |
$4.16M - $4.61M
|
1.08M
$109M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
40.8K+ 23.57% |
$4.11M - $4.56M
|
214K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
36.3K+ 573.62% |
$3.66M - $4.05M
|
42.6K
$4.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
35.4KNew |
$3.57M - $3.95M
|
35.4K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
33.9K+ 38.64% |
$3.41M - $3.78M
|
122K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33KNew |
$3.33M - $3.69M
|
33K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.5K+ 255.86% |
$3.28M - $3.63M
|
45.2K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
30.2K+ 32.74% |
$3.04M - $3.37M
|
123K
$12.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
28.6KNew |
$2.89M - $3.2M
|
28.6K
$2.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.6K+ 221.1% |
$2.88M - $3.19M
|
41.5K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
25.6KNew |
$2.58M - $2.86M
|
25.6K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 7.22% |
$2.56M - $2.84M
|
378K
$38.2M
|