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 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.45K- 13.15% |
$146K - $161K
|
9.55K
$966K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.54K- 17.46% |
$155K - $172K
|
7.27K
$735K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 44.77% |
$160K - $177K
|
1.95K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.68K- 31.8% |
$169K - $187K
|
3.6K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 31.95% |
$170K - $189K
|
3.6K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.73K- 25.64% |
$174K - $193K
|
5.01K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 7.57% |
$190K - $210K
|
23K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 17.01% |
$197K - $219K
|
9.55K
$966K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.02K- 2.42% |
$203K - $225K
|
81.5K
$8.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.04K- 30.63% |
$206K - $228K
|
4.62K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.24K- 1.57% |
$225K - $249K
|
140K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.27K- 12.31% |
$229K - $253K
|
16.2K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-2.3K- 52.27% |
$232K - $257K
|
2.1K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.32K- 46.62% |
$234K - $259K
|
2.66K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 31.6% |
$241K - $267K
|
5.17K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.45K- 39.2% |
$247K - $273K
|
3.8K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.49K- 3.17% |
$251K - $278K
|
76K
$7.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.71K- 53.25% |
$273K - $302K
|
2.38K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.85K- 10.13% |
$287K - $318K
|
25.3K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 50.17% |
$297K - $329K
|
2.93K
$296K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-3.52K- 12.1% |
$354K - $392K
|
25.5K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.55K- 6.83% |
$358K - $397K
|
48.5K
$4.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.94K- 34.58% |
$397K - $439K
|
7.45K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.94K- 27.36% |
$397K - $439K
|
10.5K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 9.79% |
$399K - $442K
|
36.5K
$3.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.29K- 2.3% |
$432K - $478K
|
182K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.4K- 35.53% |
$443K - $491K
|
7.99K
$808K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.55K- 16.31% |
$459K - $508K
|
23.3K
$2.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-4.56K- 24.45% |
$459K - $509K
|
14.1K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.68K- 44.26% |
$472K - $522K
|
5.9K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.02K- 7.38% |
$506K - $561K
|
63.1K
$6.38M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-5.32K- 53.57% |
$536K - $594K
|
4.61K
$467K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.43K- 20.18% |
$547K - $606K
|
21.5K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.33K- 15.37% |
$738K - $818K
|
40.3K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-7.76K- 5.78% |
$782K - $867K
|
127K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.11K- 13.02% |
$817K - $905K
|
54.2K
$5.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.4K- 6.05% |
$846K - $937K
|
130K
$13.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.05K- 4.98% |
$912K - $1.01M
|
173K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.23K- 25.01% |
$929K - $1.03M
|
27.7K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10.3K- 31.36% |
$1.04M - $1.15M
|
22.5K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-11.8K- 18.99% |
$1.19M - $1.32M
|
50.4K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-13.9K- 84.61% |
$1.4M - $1.55M
|
2.52K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-15.9K- 42.14% |
$1.6M - $1.77M
|
21.8K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.5K- 27.33% |
$1.66M - $1.84M
|
43.8K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-16.7K- 45.14% |
$1.68M - $1.86M
|
20.2K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.9K- 62.75% |
$1.71M - $1.89M
|
10.1K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-20K- 8.53% |
$2.02M - $2.24M
|
215K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21.4K- 35.05% |
$2.15M - $2.38M
|
39.6K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23.4K- 57.44% |
$2.35M - $2.61M
|
17.3K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-36.4K- 85.2% |
$3.67M - $4.07M
|
6.33K
$640K
|