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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
669+ 8.06% |
$67.4K - $74.7K
|
8.97K
$907K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
660+ 4.22% |
$66.5K - $73.7K
|
16.3K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
629+ 19.02% |
$63.4K - $70.2K
|
3.94K
$398K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
627+ 7.83% |
$63.2K - $70K
|
8.63K
$873K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
618+ 6.26% |
$62.3K - $69K
|
10.5K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
565New |
$56.9K - $63.1K
|
565
$57.2K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
558+ 6.28% |
$56.2K - $62.3K
|
9.44K
$955K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
521+ 5.26% |
$52.5K - $58.2K
|
10.4K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
509+ 12.47% |
$51.3K - $56.8K
|
4.59K
$464K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
486+ 6.9% |
$49K - $54.2K
|
7.53K
$762K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
474+ 5.6% |
$47.8K - $52.9K
|
8.94K
$905K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
452+ 9.25% |
$45.5K - $50.5K
|
5.34K
$540K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
438+ 1.91% |
$44.1K - $48.9K
|
23.3K
$2.36M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
433+ 3.26% |
$43.6K - $48.3K
|
13.7K
$1.39M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
414+ 1.02% |
$41.7K - $46.2K
|
41.1K
$4.16M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
399+ 1.45% |
$40.2K - $44.5K
|
27.9K
$2.83M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
384+ 349.09% |
$38.7K - $42.9K
|
494
$50K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
371+ 3.1% |
$37.4K - $41.4K
|
12.3K
$1.25M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
331+ 13.46% |
$33.3K - $36.9K
|
2.79K
$282K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
309+ 2.29% |
$31.1K - $34.5K
|
13.8K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
309+ 7.79% |
$31.1K - $34.5K
|
4.28K
$433K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
290New |
$29.2K - $32.4K
|
290
$29.3K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
276+ 12.99% |
$27.8K - $30.8K
|
2.4K
$243K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
254+ 313.58% |
$25.6K - $28.4K
|
335
$33.9K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
253New |
$25.5K - $28.2K
|
253
$25.6K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
240+ 4.49% |
$24.2K - $26.8K
|
5.58K
$565K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
231+ 9.9% |
$23.3K - $25.8K
|
2.56K
$259K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
217+ 7.21% |
$21.9K - $24.2K
|
3.23K
$326K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
216+ 14.41% |
$21.8K - $24.1K
|
1.72K
$173K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
211+ 1.93% |
$21.3K - $23.6K
|
11.2K
$1.13M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
204+ 7.18% |
$20.6K - $22.8K
|
3.05K
$308K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 3.57% |
$17.4K - $19.3K
|
5.02K
$508K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
167New |
$16.8K - $18.6K
|
167
$16.9K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
166+ 319.23% |
$16.7K - $18.5K
|
218
$22.1K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
165+ 173.68% |
$16.6K - $18.4K
|
260
$26.3K
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
151+ 0.5% |
$15.2K - $16.9K
|
30.4K
$3.08M
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
143+ 1.89% |
$14.4K - $16K
|
7.73K
$782K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$14.3K - $15.9K
|
142
$14.4K
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
136+ 2.04% |
$13.7K - $15.2K
|
6.81K
$689K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
134+ 25.05% |
$13.5K - $15K
|
669
$67.7K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
105New |
$10.6K - $11.7K
|
105
$10.6K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97+ 10.22% |
$9.77K - $10.8K
|
1.05K
$106K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
94New |
$9.47K - $10.5K
|
94
$9.51K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
93New |
$9.37K - $10.4K
|
93
$9.41K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
92New |
$9.27K - $10.3K
|
92
$9.31K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
87+ 1.02% |
$8.77K - $9.71K
|
8.6K
$870K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
85+ 2.04% |
$8.56K - $9.49K
|
4.25K
$430K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$8.06K - $8.93K
|
80
$8.09K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$7.46K - $8.26K
|
74
$7.49K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
67New |
$6.75K - $7.48K
|
67
$6.78K
|