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 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
66+ 1.6% |
$6.65K - $7.37K
|
4.2K
$425K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
66New |
$6.65K - $7.37K
|
66
$6.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
65+ 0.74% |
$6.55K - $7.26K
|
8.8K
$890K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
59New |
$5.94K - $6.59K
|
59
$5.97K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.29% |
$5.24K - $5.8K
|
4.08K
$413K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50+ 0.26% |
$5.04K - $5.58K
|
19.5K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
47New |
$4.74K - $5.25K
|
47
$4.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 2.12% |
$4.63K - $5.13K
|
2.22K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44New |
$4.43K - $4.91K
|
44
$4.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
44+ 4400.0% |
$4.43K - $4.91K
|
45
$4.55K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44New |
$4.43K - $4.91K
|
44
$4.45K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 1433.33% |
$4.33K - $4.8K
|
46
$4.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
41New |
$4.13K - $4.58K
|
41
$4.15K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40New |
$4.03K - $4.46K
|
40
$4.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39New |
$3.93K - $4.35K
|
39
$3.95K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
35+ 0.46% |
$3.53K - $3.91K
|
7.61K
$770K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
33+ 1.36% |
$3.32K - $3.68K
|
2.47K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
29+ 1.15% |
$2.92K - $3.24K
|
2.56K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.75% |
$2.52K - $2.79K
|
3.37K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.87% |
$2.52K - $2.79K
|
2.9K
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.02K - $2.23K
|
20
$2.02K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 0.37% |
$1.81K - $2.01K
|
4.92K
$497K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.56% |
$1.61K - $1.79K
|
2.89K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 18.97% |
$1.11K - $1.23K
|
69
$6.98K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$605 - $670
|
9.61K
$972K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6+ 1.67% |
$605 - $670
|
366
$37K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.15% |
$302 - $335
|
2K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.48% |
$302 - $335
|
124
$12.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 100.0% |
$202 - $223
|
4
$405
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.54% |
$101 - $112
|
66
$6.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
$101 - $112
|
4.58K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 4.0% |
$101 - $112
|
24
$2.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$504 - $558
|
6.1K
$617K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 0.98% |
$1.11K - $1.23K
|
1.11K
$112K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.71% |
$1.41K - $1.56K
|
1.96K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 18.67% |
$1.41K - $1.56K
|
61
$6.17K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 7.87% |
$1.41K - $1.56K
|
164
$16.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17- 0.79% |
$1.71K - $1.9K
|
2.13K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 37.78% |
$1.71K - $1.9K
|
28
$2.83K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-24- 0.1% |
$2.42K - $2.68K
|
23.6K
$2.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-24- 0.25% |
$2.42K - $2.68K
|
9.52K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-25- 2.72% |
$2.52K - $2.79K
|
894
$90.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.46% |
$3.02K - $3.35K
|
6.52K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-32- 1.28% |
$3.22K - $3.57K
|
2.46K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 39.29% |
$3.32K - $3.68K
|
51
$5.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 15.52% |
$3.63K - $4.02K
|
196
$19.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 7.47% |
$3.83K - $4.24K
|
471
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-39- 0.94% |
$3.93K - $4.35K
|
4.12K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-41- 0.14% |
$4.13K - $4.58K
|
29.5K
$2.98M
|