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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08KNew |
$210K - $232K
|
2.08K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.07K+ 69.46% |
$208K - $231K
|
5.04K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.07KNew |
$208K - $231K
|
2.07K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.03KNew |
$204K - $226K
|
2.03K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.98KNew |
$199K - $221K
|
1.98K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$194K - $215K
|
1.92K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.9KNew |
$192K - $213K
|
1.9K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.89KNew |
$190K - $210K
|
1.89K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.88KNew |
$189K - $209K
|
1.88K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.85KNew |
$186K - $207K
|
1.85K
$187K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.14% |
$185K - $205K
|
163K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.81K+ 17.54% |
$183K - $202K
|
12.1K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79K+ 18.2% |
$180K - $199K
|
11.6K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.77K+ 1.01% |
$178K - $197K
|
177K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 28.41% |
$163K - $181K
|
7.32K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.62KNew |
$163K - $180K
|
1.62K
$164K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.59K+ 23.96% |
$160K - $177K
|
8.2K
$830K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.55K+ 13.96% |
$156K - $172K
|
12.6K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.53K+ 32.89% |
$154K - $170K
|
6.16K
$623K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 43.47% |
$149K - $165K
|
4.87K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 20.92% |
$148K - $164K
|
8.51K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.47K+ 7.2% |
$148K - $164K
|
21.8K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.46K+ 1.64% |
$147K - $163K
|
90.6K
$9.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.44K+ 3.03% |
$145K - $161K
|
48.9K
$4.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.43K+ 10.73% |
$144K - $160K
|
14.8K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4KNew |
$141K - $156K
|
1.4K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.38K+ 18.43% |
$139K - $154K
|
8.89K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36K+ 9.52% |
$137K - $152K
|
15.7K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33KNew |
$134K - $149K
|
1.33K
$135K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.24K+ 13.7% |
$125K - $138K
|
10.3K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$119K - $132K
|
33.7K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.17K+ 4.92% |
$118K - $131K
|
25K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.16K+ 46.79% |
$117K - $129K
|
3.64K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.13K+ 56.91% |
$114K - $126K
|
3.12K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1K+ 682.31% |
$101K - $112K
|
1.15K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
980+ 8.67% |
$98.7K - $109K
|
12.3K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
865+ 84.47% |
$87.1K - $96.6K
|
1.89K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
851+ 7.22% |
$85.7K - $95K
|
12.6K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
800New |
$80.6K - $89.3K
|
800
$80.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
785New |
$79.1K - $87.6K
|
785
$79.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
781+ 9.66% |
$78.7K - $87.2K
|
8.87K
$897K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
767+ 69.79% |
$77.3K - $85.6K
|
1.87K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
758+ 10.36% |
$76.4K - $84.6K
|
8.07K
$817K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
755+ 1.59% |
$76.1K - $84.3K
|
48.3K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
750+ 8.59% |
$75.6K - $83.7K
|
9.48K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
746+ 15.35% |
$75.2K - $83.3K
|
5.61K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
741+ 10.93% |
$74.7K - $82.7K
|
7.52K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
723+ 1.46% |
$72.8K - $80.7K
|
50.1K
$5.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
696+ 18.88% |
$70.1K - $77.7K
|
4.38K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
685New |
$69K - $76.5K
|
685
$69.3K
|